Corient Private Wealth
FSMB icon

Corient Private Wealth’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Corient Private Wealth’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 		$17.1M Sell
857,020
-195,610
-19% -$3.91M 0.02% 468
2026
Q1 		$21M Sell
1,052,630
-172,565
-14% -$3.47M 0.03% 391
2025
Q4 		$24.6M Buy
1,225,195
+35,272
+3% +$707K 0.03% 363
2025
Q3 		$23.9K Buy
+1,189,923
New +$23.8M ﹤0.01% 2526

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
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
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Corient Private Wealth's FSMB Position: Q2 2026 in Review

Corient Private Wealth reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 19% in Q2 2026, selling an estimated $3.91M and leaving 857,020 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #468.

Corient Private Wealth first reported a position in FSMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $24.6M in Q4 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Corient Private Wealth held 857,020 shares of First Trust Short Duration Managed Municipal ETF worth $17.1M as of Q2 2026.
  • Corient Private Wealth sold 195,610 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $3.91M.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #468 holding.
  • Corient Private Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $24.6M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.