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Elequin Capital’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Elequin Capital’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 		– Sell
-51,965
Closed -$1.04M – 667
2025
Q4 		$1.04M Sell
51,965
-618
-1% -$12.4K 0.08% 64
2025
Q3 		$1.06M Buy
52,583
+28,655
+120% +$574K 0.06% 63
2025
Q2 		$476K Buy
+23,928
New +$474K 0.06% 98

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
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 $218M AUM 13.38% 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

Elequin Capital's FSMB Position: Q1 2026 in Review

Elequin Capital sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 51,965 shares — an estimated $1.04M sold.

Elequin Capital first reported a position in FSMB in Q2 2025 and held it in 3 quarters. The position peaked at $1.06M in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Elequin Capital reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Elequin Capital sold 51,965 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $1.04M.
  • Elequin Capital first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and held it in 3 quarters.
  • Elequin Capital's First Trust Short Duration Managed Municipal ETF position peaked at $1.06M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.