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
Q1 		$21M Sell
1,052,630
-1,397,760
-57% -$28.1M 0.03% 391
2025
Q4 		$49.1M Buy
2,450,390
+1,260,467
+106% +$25.3M 0.03% 364
2025
Q3 		$23.9K Buy
+1,189,923
New +$23.8M ﹤0.01% 2526

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T 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 $1.27B AUM 19.16% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Corient Private Wealth's FSMB Position: Q1 2026 in Review

Corient Private Wealth reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 57% in Q1 2026, selling an estimated $28.1M and leaving 1,052,630 shares worth $21M. The position accounts for 0.03% of the portfolio, ranked #391.

Corient Private Wealth first reported a position in FSMB in Q3 2025 and has held it in 3 quarters since. The position peaked at $49.1M in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Corient Private Wealth held 1,052,630 shares of First Trust Short Duration Managed Municipal ETF worth $21M as of Q1 2026.
  • Corient Private Wealth sold 1,397,760 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $28.1M.
  • First Trust Short Duration Managed Municipal ETF made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #391 holding.
  • Corient Private Wealth first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's First Trust Short Duration Managed Municipal ETF position peaked at $49.1M in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.