Eldridge Investment Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Eldridge Investment Advisors’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	$630K	Hold	31,491	–	–	0.12%	99
2026 Q1	$629K	Hold	31,491	–	–	0.14%	88
2025 Q4	$631K	Hold	31,491	–	–	0.14%	92
2025 Q3	$632K	Hold	31,491	–	–	0.14%	94
2025 Q2	$627K	Hold	31,491	–	–	0.13%	98
2025 Q1	$626K	Sell	31,491 -19,616	-38%	-$391K	0.14%	99
2024 Q4	$1.01M	Sell	51,107 -3,570	-7%	-$71.2K	0.24%	79
2024 Q3	$1.09M	Sell	54,677 -16,910	-24%	-$337K	0.26%	74
2024 Q2	$1.42M	Sell	71,587 -16,328	-19%	-$323K	0.36%	65
2024 Q1	$1.74M	Sell	87,915 -13,421	-13%	-$267K	0.45%	51
2023 Q4	$2.02M	Buy	101,336 +37,315	+58%	+$731K	0.53%	45
2023 Q3	$1.24M	Buy	64,021 +1,300	+2%	+$25.6K	0.41%	50
2023 Q2	$1.24M	Sell	62,721 -6,114	-9%	-$121K	0.4%	49
2023 Q1	$1.37M	Sell	68,835 -6,258	-8%	-$124K	0.47%	47
2022 Q4	$1.48M	Buy	75,093 +47,085	+168%	+$924K	0.52%	42
2022 Q3	$546K	Buy	+28,008	New	+$557K	0.21%	72

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

Eldridge Investment Advisors's FSMB Position: Q2 2026 in Review

Eldridge Investment Advisors held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q2 2026 at 31,491 shares worth $630K. The position accounts for 0.12% of the portfolio, ranked #99.

Eldridge Investment Advisors first reported a position in FSMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.02M in Q4 2023. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Eldridge Investment Advisors held 31,491 shares of First Trust Short Duration Managed Municipal ETF worth $630K as of Q2 2026.
Eldridge Investment Advisors left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q2 2026.
First Trust Short Duration Managed Municipal ETF made up 0.12% of Eldridge Investment Advisors's portfolio in Q2 2026, its #99 holding.
Eldridge Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 16 quarters since.
Eldridge Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.02M in Q4 2023.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.