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 Q2	$4.96M	Sell	248,150 -496	-0.2%	-$9.92K	0.37%	57
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 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 $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Condor Capital Management's FSMB Position: Q2 2026 in Review

Condor Capital Management reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.2% in Q2 2026, selling an estimated $9.92K and leaving 248,150 shares worth $4.96M. The position accounts for 0.37% of the portfolio, ranked #57.

Condor Capital Management first reported a position in FSMB in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.96M in Q1 2026. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Condor Capital Management held 248,150 shares of First Trust Short Duration Managed Municipal ETF worth $4.96M as of Q2 2026.
Condor Capital Management sold 496 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $9.92K.
First Trust Short Duration Managed Municipal ETF made up 0.37% of Condor Capital Management's portfolio in Q2 2026, its #57 holding.
Condor Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2021 and has held it in 22 quarters since.
Condor Capital Management's First Trust Short Duration Managed Municipal ETF position peaked at $4.96M in Q1 2026.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Condor Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.