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Condor Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Condor Capital Management’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
Q1 		$4.96M Buy
248,646
+17,869
+8% +$360K 0.41% 52
2025
Q4 		$4.63M Sell
230,777
-3,178
-1% -$63.7K 0.37% 62
2025
Q3 		$4.7M Buy
233,955
+1,375
+0.6% +$27.5K 0.39% 58
2025
Q2 		$4.63M Sell
232,580
-247
-0.1% -$4.89K 0.4% 57
2025
Q1 		$4.63M Buy
232,827
+5,006
+2% +$99.7K 0.43% 53
2024
Q4 		$4.52M Buy
227,821
+3,826
+2% +$76.3K 0.4% 58
2024
Q3 		$4.48M Buy
223,995
+20,201
+10% +$403K 0.4% 57
2024
Q2 		$4.03M Buy
203,794
+11,034
+6% +$218K 0.39% 61
2024
Q1 		$3.82M Buy
192,760
+1,443
+0.8% +$28.7K 0.37% 60
2023
Q4 		$3.82M Buy
191,317
+5,013
+3% +$98.3K 0.41% 54
2023
Q3 		$3.61M Buy
186,304
+16,904
+10% +$332K 0.44% 46
2023
Q2 		$3.34M Buy
169,400
+13,228
+8% +$262K 0.4% 52
2023
Q1 		$3.1M Buy
156,172
+50,178
+47% +$996K 0.39% 57
2022
Q4 		$2.09M Buy
105,994
+55,885
+112% +$1.1M 0.26% 86
2022
Q3 		$977K Buy
50,109
+39,307
+364% +$782K 0.13% 131
2022
Q2 		$214K Sell
10,802
-217,098
-95% -$4.32M 0.03% 188
2022
Q1 		$4.58M Sell
227,900
-3,531
-2% -$72.2K 0.51% 43
2021
Q4 		$4.82M Buy
231,431
+37,488
+19% +$781K 0.52% 47
2021
Q3 		$4.05M Buy
193,943
+31,528
+19% +$660K 0.43% 60
2021
Q2 		$3.4M Buy
162,415
+148,674
+1,082% +$3.11M 0.38% 65
2021
Q1 		$286K Buy
+13,741
New +$286K 0.03% 172

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Condor Capital Management's FSMB Position: Q1 2026 in Review

Condor Capital Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 7.7% in Q1 2026, buying an estimated $360K and bringing the position to 248,646 shares worth $4.96M. The position accounts for 0.41% of the portfolio, ranked #52.

Condor Capital Management first reported a position in FSMB in Q1 2021 and has held it in 21 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Condor Capital Management held 248,646 shares of First Trust Short Duration Managed Municipal ETF worth $4.96M as of Q1 2026.
  • Condor Capital Management bought 17,869 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $360K.
  • First Trust Short Duration Managed Municipal ETF made up 0.41% of Condor Capital Management's portfolio in Q1 2026, its #52 holding.
  • Condor Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 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 Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.