EH
FSMB icon

Equitable Holdings’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Equitable Holdings’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 		$1.62M Sell
80,580
-399
-0.5% -$8.03K 0.01% 810
2025
Q4 		$1.62M Buy
80,979
+2,617
+3% +$52.5K 0.01% 714
2025
Q3 		$1.57M Buy
78,362
+20,205
+35% +$404K 0.01% 693
2025
Q2 		$1.16M Buy
58,157
+15,581
+37% +$308K 0.01% 757
2025
Q1 		$846K Buy
42,576
+11,201
+36% +$223K 0.01% 761
2024
Q4 		$622K Buy
31,375
+3,955
+14% +$78.9K 0.01% 815
2024
Q3 		$549K Sell
27,420
-7,024
-20% -$140K 0.01% 839
2024
Q2 		$681K Buy
34,444
+3,281
+11% +$64.9K 0.01% 749
2024
Q1 		$618K Buy
31,163
+14,258
+84% +$284K 0.01% 739
2023
Q4 		$337K Buy
16,905
+4,804
+40% +$94.2K ﹤0.01% 903
2023
Q3 		$235K Buy
+12,101
New +$238K ﹤0.01% 948

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