Commonwealth Equity Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Commonwealth Equity Services’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	$14.6M	Buy	730,841 +457,669	+168%	+$9.15M	0.02%	748
2026 Q1	$5.45M	Buy	273,172 +74,062	+37%	+$1.49M	0.01%	1269
2025 Q4	$3.99M	Buy	199,110 +76,219	+62%	+$1.53M	0.01%	1488
2025 Q3	$2.47M	Buy	122,891 +35,846	+41%	+$717K	﹤0.01%	1845
2025 Q2	$1.73M	Sell	87,045 -3,271	-4%	-$64.8K	﹤0.01%	2108
2025 Q1	$1.79M	Sell	90,316 -10,900	-11%	-$217K	﹤0.01%	1989
2024 Q4	$2.01M	Buy	101,216 +7,445	+8%	+$148K	﹤0.01%	1867
2024 Q3	$1.88M	Buy	93,771 +13,777	+17%	+$275K	﹤0.01%	1859
2024 Q2	$1.58M	Sell	79,994 -37,742	-32%	-$746K	﹤0.01%	1947
2024 Q1	$2.33M	Buy	117,736 +56,581	+93%	+$1.13M	﹤0.01%	1674
2023 Q4	$1.22M	Sell	61,155 -9,873	-14%	-$194K	﹤0.01%	2032
2023 Q3	$1.38M	Buy	71,028 +3,746	+6%	+$73.6K	﹤0.01%	1856
2023 Q2	$1.33M	Buy	67,282 +255	+0.4%	+$5.05K	﹤0.01%	1902
2023 Q1	$1.33M	Buy	67,027 +8,096	+14%	+$161K	﹤0.01%	1844
2022 Q4	$1.16M	Sell	58,931 -6,782	-10%	-$133K	﹤0.01%	1874
2022 Q3	$1.28M	Sell	65,713 -206,366	-76%	-$4.1M	﹤0.01%	1727
2022 Q2	$5.4M	Buy	272,079 +180,429	+197%	+$3.59M	0.01%	861
2022 Q1	$1.84M	Buy	91,650 +22,412	+32%	+$458K	﹤0.01%	1559
2021 Q4	$1.44M	Buy	69,238 +23,101	+50%	+$482K	﹤0.01%	1714
2021 Q3	$962K	Sell	46,137 -61,005	-57%	-$1.28M	﹤0.01%	1951
2021 Q2	$2.24M	Buy	107,142 +456	+0.4%	+$9.53K	0.01%	1345
2021 Q1	$2.22M	Buy	106,686 +9,255	+9%	+$193K	0.01%	1249
2020 Q4	$2.03M	Sell	97,431 -986	-1%	-$20.4K	0.01%	1221
2020 Q3	$2.03M	Sell	98,417 -29,020	-23%	-$599K	0.01%	1090
2020 Q2	$2.62M	Sell	127,437 -33,767	-21%	-$684K	0.01%	888
2020 Q1	$3.24M	Buy	+161,204	New	+$3.3M	0.02%	689
2019 Q2	–	Sell	-32,761	Closed	-$664K	–	2787
2019 Q1	$664K	Buy	+32,761	New	+$662K	﹤0.01%	1559

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

VPW

Vaquero Private Wealth Dallas, Texas $486M AUM

Commonwealth Equity Services's FSMB Position: Q2 2026 in Review

Commonwealth Equity Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 168% in Q2 2026, buying an estimated $9.15M and bringing the position to 730,841 shares worth $14.6M. The position accounts for 0.02% of the portfolio, ranked #748.

Commonwealth Equity Services first reported a position in FSMB in Q1 2019 and has held it in 27 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Commonwealth Equity Services held 730,841 shares of First Trust Short Duration Managed Municipal ETF worth $14.6M as of Q2 2026.
Commonwealth Equity Services bought 457,669 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $9.15M.
First Trust Short Duration Managed Municipal ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q2 2026, its #748 holding.
Commonwealth Equity Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2019 and has held it in 27 quarters since.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.