EH
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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
Q2 		$1.76M Buy
88,077
+7,497
+9% +$150K 0.01% 791
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Equitable Holdings's FSMB Position: Q2 2026 in Review

Equitable Holdings increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 9.3% in Q2 2026, buying an estimated $150K and bringing the position to 88,077 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #791.

Equitable Holdings first reported a position in FSMB in Q3 2023 and has held it in 12 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Equitable Holdings held 88,077 shares of First Trust Short Duration Managed Municipal ETF worth $1.76M as of Q2 2026.
  • Equitable Holdings bought 7,497 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $150K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #791 holding.
  • Equitable Holdings first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 12 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.