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FSMB icon

EnRich Financial Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

EnRich Financial Partners’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 		$8.3M Buy
415,619
+19,496
+5% +$392K 2.2% 13
2025
Q4 		$7.94M Buy
396,123
+12,443
+3% +$250K 2.16% 14
2025
Q3 		$7.7M Buy
383,680
+1,818
+0.5% +$36.4K 2.19% 14
2025
Q2 		$7.6M Buy
381,862
+7,477
+2% +$148K 2.33% 14
2025
Q1 		$7.44M Buy
374,385
+33,286
+10% +$663K 2.5% 14
2024
Q4 		$6.77M Buy
341,099
+37,099
+12% +$740K 2.25% 14
2024
Q3 		$6.08M Buy
304,000
+13,922
+5% +$278K 2.03% 14
2024
Q2 		$5.73M Sell
290,078
-14,438
-5% -$285K 2.1% 14
2024
Q1 		$6.04M Sell
304,516
-41,576
-12% -$827K 2.26% 14
2023
Q4 		$6.9M Buy
+346,092
New +$6.78M 2.88% 13

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