Cambridge Investment Research Advisors
FSMB icon

Cambridge Investment Research Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Cambridge Investment Research Advisors’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 		$5.93M Buy
296,619
+19,097
+7% +$382K 0.01% 934
2026
Q1 		$5.54M Buy
277,522
+139,675
+101% +$2.81M 0.01% 907
2025
Q4 		$2.76M Buy
137,847
+32,396
+31% +$650K 0.01% 1277
2025
Q3 		$2.12M Buy
105,451
+15,985
+18% +$320K 0.01% 1466
2025
Q2 		$1.78M Buy
89,466
+62,051
+226% +$1.23M 0.01% 1509
2025
Q1 		$545K Sell
27,415
-18,496
-40% -$368K ﹤0.01% 2354
2024
Q4 		$911K Sell
45,911
-2,638
-5% -$52.6K ﹤0.01% 1950
2024
Q3 		$971K Buy
48,549
+9
+0% +$180 ﹤0.01% 1876
2024
Q2 		$960K Buy
48,540
+376
+0.8% +$7.43K ﹤0.01% 1808
2024
Q1 		$955K Sell
48,164
-658
-1% -$13.1K ﹤0.01% 1765
2023
Q4 		$974K Sell
48,822
-125,805
-72% -$2.47M ﹤0.01% 1680
2023
Q3 		$3.38M Sell
174,627
-28,482
-14% -$560K 0.02% 861
2023
Q2 		$4.01M Sell
203,109
-42,630
-17% -$844K 0.02% 772
2023
Q1 		$4.88M Sell
245,739
-18,284
-7% -$363K 0.02% 640
2022
Q4 		$5.21M Buy
264,023
+180,709
+217% +$3.55M 0.03% 592
2022
Q3 		$1.62M Buy
83,314
+15,634
+23% +$311K 0.01% 1159
2022
Q2 		$1.34M Buy
67,680
+6,424
+10% +$128K 0.01% 1262
2022
Q1 		$1.23M Sell
61,256
-15,214
-20% -$311K 0.01% 1430
2021
Q4 		$1.59M Buy
76,470
+5,075
+7% +$106K 0.01% 1285
2021
Q3 		$1.49M Buy
71,395
+21,562
+43% +$452K 0.01% 1250
2021
Q2 		$1.04M Buy
49,833
+9,363
+23% +$196K 0.01% 1505
2021
Q1 		$842K Buy
40,470
+3,976
+11% +$82.9K ﹤0.01% 1550
2020
Q4 		$759K Buy
36,494
+4,732
+15% +$98K ﹤0.01% 1485
2020
Q3 		$656K Buy
31,762
+3,607
+13% +$74.5K ﹤0.01% 1430
2020
Q2 		$578K Buy
+28,155
New +$570K ﹤0.01% 1476

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 $77.5B AUM 28.19% 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

Cambridge Investment Research Advisors's FSMB Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 6.9% in Q2 2026, buying an estimated $382K and bringing the position to 296,619 shares worth $5.93M. The position accounts for 0.01% of the portfolio, ranked #934.

Cambridge Investment Research Advisors first reported a position in FSMB in Q2 2020 and has held it in 25 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Cambridge Investment Research Advisors held 296,619 shares of First Trust Short Duration Managed Municipal ETF worth $5.93M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 19,097 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $382K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #934 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2020 and has held it in 25 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.