Cetera Investment Advisers
FSMB icon

Cetera Investment Advisers’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Cetera Investment Advisers’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 		$11.9M Buy
593,655
+41,659
+8% +$833K 0.01% 1049
2026
Q1 		$11M Buy
551,996
+337,466
+157% +$6.79M 0.01% 1014
2025
Q4 		$4.3M Buy
214,530
+8,335
+4% +$167K ﹤0.01% 1569
2025
Q3 		$4.14M Buy
206,195
+15,271
+8% +$306K ﹤0.01% 1560
2025
Q2 		$3.8M Buy
190,924
+31,698
+20% +$628K 0.01% 1372
2025
Q1 		$3.16M Sell
159,226
-2,257
-1% -$44.9K 0.01% 1402
2024
Q4 		$3.2M Sell
161,483
-37,194
-19% -$742K 0.01% 1314
2024
Q3 		$3.98M Sell
198,677
-46,979
-19% -$937K 0.01% 1136
2024
Q2 		$4.86M Buy
245,656
+20,578
+9% +$407K 0.01% 1016
2024
Q1 		$4.46M Buy
225,078
+43,052
+24% +$857K 0.01% 1046
2023
Q4 		$3.63M Buy
182,026
+2,481
+1% +$48.6K 0.03% 560
2023
Q3 		$3.48M Sell
179,545
-5,374
-3% -$106K 0.03% 539
2023
Q2 		$3.65M Buy
184,919
+6,084
+3% +$120K 0.03% 523
2023
Q1 		$3.56M Buy
178,835
+7,300
+4% +$145K 0.03% 503
2022
Q4 		$3.39M Sell
171,535
-4,332
-2% -$85K 0.03% 504
2022
Q3 		$3.43M Sell
175,867
-365
-0.2% -$7.26K 0.07% 305
2022
Q2 		$3.5M Buy
176,232
+15,435
+10% +$307K 0.06% 333
2022
Q1 		$3.23M Buy
160,797
+34,918
+28% +$714K 0.05% 403
2021
Q4 		$2.62M Buy
125,879
+91,360
+265% +$1.9M 0.04% 465
2021
Q3 		$720K Buy
34,519
+7,756
+29% +$162K 0.01% 916
2021
Q2 		$560K Buy
+26,763
New +$559K 0.01% 1058

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 $103B AUM 28.65% 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

Cetera Investment Advisers's FSMB Position: Q2 2026 in Review

Cetera Investment Advisers increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 7.5% in Q2 2026, buying an estimated $833K and bringing the position to 593,655 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #1049.

Cetera Investment Advisers first reported a position in FSMB in Q2 2021 and has held it in 21 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Cetera Investment Advisers held 593,655 shares of First Trust Short Duration Managed Municipal ETF worth $11.9M as of Q2 2026.
  • Cetera Investment Advisers bought 41,659 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $833K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1049 holding.
  • Cetera Investment Advisers first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 21 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.