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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
Q2 		$2.66M Buy
+133,130
New +$2.66M 0.08% 73
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 $1.89T 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Elequin Capital's FSMB Position: Q2 2026 in Review

Elequin Capital opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 133,130 shares worth $2.66M. The stake represents 0.08% of the portfolio and ranks #73 among its holdings. This is a return to the name: Elequin Capital previously reported a position in FSMB as recently as Q4 2025.

Elequin Capital first reported a position in FSMB in Q2 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Elequin Capital held 133,130 shares of First Trust Short Duration Managed Municipal ETF worth $2.66M as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Elequin Capital position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.08% of Elequin Capital's portfolio in Q2 2026, its #73 holding.
  • Elequin Capital first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.