Envestnet Portfolio Solutions’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Envestnet Portfolio Solutions’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	$2.07M	Buy	103,456 +5,428	+6%	+$109K	0.01%	488
2026 Q1	$1.96M	Sell	98,028 -14,253	-13%	-$287K	0.01%	465
2025 Q4	$2.25M	Sell	112,281 -2,592	-2%	-$52K	0.01%	520
2025 Q3	$2.31M	Sell	114,873 -4,016	-3%	-$80.4K	0.01%	499
2025 Q2	$2.37M	Buy	118,889 +604	+0.5%	+$12K	0.01%	516
2025 Q1	$2.35M	Buy	118,285 +20,322	+21%	+$405K	0.01%	539
2024 Q4	$1.94M	Buy	97,963 +11,697	+14%	+$233K	0.01%	674
2024 Q3	$1.73M	Sell	86,266 -89	-0.1%	-$1.78K	0.01%	712
2024 Q2	$1.71M	Sell	86,355 -1,934	-2%	-$38.2K	0.01%	682
2024 Q1	$1.75M	Buy	88,289 +1,038	+1%	+$20.7K	0.01%	678
2023 Q4	$1.74M	Sell	87,251 -2,007	-2%	-$39.3K	0.01%	625
2023 Q3	$1.73M	Buy	+89,258	New	+$1.75M	0.01%	586

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Portfolio Solutions's FSMB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.5% in Q2 2026, buying an estimated $109K and bringing the position to 103,456 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #488.

Envestnet Portfolio Solutions first reported a position in FSMB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.37M in Q2 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Envestnet Portfolio Solutions held 103,456 shares of First Trust Short Duration Managed Municipal ETF worth $2.07M as of Q2 2026.
Envestnet Portfolio Solutions bought 5,428 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $109K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #488 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's First Trust Short Duration Managed Municipal ETF position peaked at $2.37M in Q2 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.