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

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

EnRich Financial Partners's FSMB Position: Q1 2026 in Review

EnRich Financial Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 4.9% in Q1 2026, buying an estimated $392K and bringing the position to 415,619 shares worth $8.3M. The position accounts for 2.2% of the portfolio, ranked #13.

EnRich Financial Partners first reported a position in FSMB in Q4 2023 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • EnRich Financial Partners held 415,619 shares of First Trust Short Duration Managed Municipal ETF worth $8.3M as of Q1 2026.
  • EnRich Financial Partners bought 19,496 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $392K.
  • First Trust Short Duration Managed Municipal ETF made up 2.2% of EnRich Financial Partners's portfolio in Q1 2026, its #13 holding.
  • EnRich Financial Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2023 and has held it in 10 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.