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FSB Premier Wealth Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

FSB Premier Wealth 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
Q2 		$904K Sell
45,214
-4,774
-10% -$95.5K 0.25% 105
2026
Q1 		$998K Buy
49,988
+1,132
+2% +$22.8K 0.31% 80
2025
Q4 		$979K Sell
48,856
-86
-0.2% -$1.73K 0.31% 83
2025
Q3 		$983K Sell
48,942
-1,162
-2% -$23.3K 0.32% 83
2025
Q2 		$997K Sell
50,104
-4,111
-8% -$81.4K 0.36% 75
2025
Q1 		$1.08M Sell
54,215
-277
-0.5% -$5.51K 0.42% 68
2024
Q4 		$1.08M Buy
54,492
+1,687
+3% +$33.6K 0.43% 58
2024
Q3 		$1.06M Sell
52,805
-7,629
-13% -$152K 0.43% 63
2024
Q2 		$1.19M Sell
60,434
-1,655
-3% -$32.7K 0.54% 44
2024
Q1 		$1.23M Sell
62,089
-2,128
-3% -$42.3K 0.57% 40
2023
Q4 		$1.28M Sell
64,217
-4,921
-7% -$96.5K 0.64% 33
2023
Q3 		$1.34M Buy
69,138
+1,273
+2% +$25K 0.75% 29
2023
Q2 		$1.34M Sell
67,865
-1,419
-2% -$28.1K 0.73% 32
2023
Q1 		$1.38M Sell
69,284
-10,331
-13% -$205K 0.77% 31
2022
Q4 		$1.57M Sell
79,615
-6,934
-8% -$136K 0.86% 30
2022
Q3 		$1.69M Buy
86,549
+8,453
+11% +$168K 0.99% 27
2022
Q2 		$1.55M Sell
78,096
-347
-0.4% -$6.9K 0.86% 33
2022
Q1 		$1.56M Sell
78,443
-164
-0.2% -$3.35K 0.78% 33
2021
Q4 		$1.64M Sell
78,607
-840
-1% -$17.5K 0.68% 33
2021
Q3 		$1.66M Buy
79,447
+515
+0.7% +$10.8K 0.83% 29
2021
Q2 		$1.65M Buy
+78,932
New +$1.65M 0.84% 28

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

FSB Premier Wealth Management's FSMB Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 9.6% in Q2 2026, selling an estimated $95.5K and leaving 45,214 shares worth $904K. The position accounts for 0.25% of the portfolio, ranked #105.

FSB Premier Wealth Management first reported a position in FSMB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.69M in Q3 2022. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • FSB Premier Wealth Management held 45,214 shares of First Trust Short Duration Managed Municipal ETF worth $904K as of Q2 2026.
  • FSB Premier Wealth Management sold 4,774 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $95.5K.
  • First Trust Short Duration Managed Municipal ETF made up 0.25% of FSB Premier Wealth Management's portfolio in Q2 2026, its #105 holding.
  • FSB Premier Wealth Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 21 quarters since.
  • FSB Premier Wealth Management's First Trust Short Duration Managed Municipal ETF position peaked at $1.69M in Q3 2022.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.