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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
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
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

Eldridge Investment Advisors's FSMB Position: Q1 2026 in Review

Eldridge Investment Advisors held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q1 2026 at 31,491 shares worth $629K. The position accounts for 0.14% of the portfolio, ranked #88.

Eldridge Investment Advisors first reported a position in FSMB in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.02M in Q4 2023. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Eldridge Investment Advisors held 31,491 shares of First Trust Short Duration Managed Municipal ETF worth $629K as of Q1 2026.
  • Eldridge Investment Advisors left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.14% of Eldridge Investment Advisors's portfolio in Q1 2026, its #88 holding.
  • Eldridge Investment Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 15 quarters since.
  • Eldridge Investment Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.02M in Q4 2023.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.