Bank of Montreal
FSMB icon

Bank of Montreal’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Bank of Montreal’s Portfolio FSMB Stock Details FSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Buy
+920
New +$18.4K ﹤0.01% 3602
2023
Q4 		– Sell
-1
Closed -$21 – 4094
2023
Q3 		$21 Buy
+1
New +$20 ﹤0.01% 3764

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of Montreal's FSMB Position: Q2 2026 in Review

Bank of Montreal opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 920 shares worth $18.2K. The stake represents ﹤0.01% of the portfolio and ranks #3602 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in FSMB as recently as Q3 2023.

Bank of Montreal first reported a position in FSMB in Q3 2023 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Bank of Montreal held 920 shares of First Trust Short Duration Managed Municipal ETF worth $18.2K as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Bank of Montreal position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3602 holding.
  • Bank of Montreal first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.