Envestnet Asset Management
FSMB icon

Envestnet Asset Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Envestnet Asset Management’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 		$7.54M Sell
377,831
-9,525
-2% -$192K ﹤0.01% 2022
2025
Q4 		$7.76M Buy
387,356
+51,626
+15% +$1.04M ﹤0.01% 1871
2025
Q3 		$6.74M Sell
335,730
-4,805
-1% -$96.2K ﹤0.01% 2030
2025
Q2 		$6.78M Sell
340,535
-65,145
-16% -$1.29M ﹤0.01% 1995
2025
Q1 		$8.06M Buy
405,680
+17,792
+5% +$354K ﹤0.01% 1804
2024
Q4 		$7.7M Sell
387,888
-6,162
-2% -$123K ﹤0.01% 1813
2024
Q3 		$7.88M Sell
394,050
-4,913
-1% -$98K ﹤0.01% 1802
2024
Q2 		$7.89M Buy
398,963
+14,752
+4% +$292K ﹤0.01% 1708
2024
Q1 		$7.62M Buy
384,211
+62,272
+19% +$1.24M ﹤0.01% 1699
2023
Q4 		$6.42M Buy
321,939
+204,134
+173% +$4M ﹤0.01% 1728
2023
Q3 		$2.28M Sell
117,805
-113,164
-49% -$2.22M ﹤0.01% 2298
2023
Q2 		$4.56M Sell
230,969
-51,107
-18% -$1.01M ﹤0.01% 1755
2023
Q1 		$5.61M Buy
282,076
+14,711
+6% +$292K ﹤0.01% 1596
2022
Q4 		$5.28M Buy
267,365
+18,178
+7% +$357K ﹤0.01% 1563
2022
Q3 		$4.86M Buy
249,187
+86,051
+53% +$1.71M ﹤0.01% 1528
2022
Q2 		$3.24M Buy
163,136
+3,218
+2% +$64K ﹤0.01% 1779
2022
Q1 		$3.21M Buy
159,918
+20,651
+15% +$422K ﹤0.01% 1899
2021
Q4 		$2.9M Buy
139,267
+27,122
+24% +$565K ﹤0.01% 1927
2021
Q3 		$2.34M Buy
+112,145
New +$2.35M ﹤0.01% 1991

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

Envestnet Asset Management's FSMB Position: Q1 2026 in Review

Envestnet Asset Management reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 2.5% in Q1 2026, selling an estimated $192K and leaving 377,831 shares worth $7.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Envestnet Asset Management first reported a position in FSMB in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.06M in Q1 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Envestnet Asset Management held 377,831 shares of First Trust Short Duration Managed Municipal ETF worth $7.54M as of Q1 2026.
  • Envestnet Asset Management sold 9,525 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $192K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2022 holding.
  • Envestnet Asset Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2021 and has held it in 19 quarters since.
  • Envestnet Asset Management's First Trust Short Duration Managed Municipal ETF position peaked at $8.06M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.