Glen Eagle Advisors’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Glen Eagle Advisors’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	$80K	Buy	4,003 +4	+0.1%	+$80	0.01%	384
2026 Q1	$79.8K	Buy	3,999 +4	+0.1%	+$80	0.01%	365
2025 Q4	$80.1K	Buy	3,995 +4	+0.1%	+$80	0.01%	362
2025 Q3	$80.1K	Buy	3,991 +501	+14%	+$10K	0.01%	365
2025 Q2	$69.5K	Hold	3,490	–	–	0.01%	369
2025 Q1	$69.3K	Hold	3,490	–	–	0.01%	359
2024 Q4	$69.2K	Hold	3,490	–	–	0.01%	365
2024 Q3	$69.8K	Hold	3,490	–	–	0.01%	367
2024 Q2	$69K	Hold	3,490	–	–	0.01%	349
2024 Q1	$69.2K	Hold	3,490	–	–	0.01%	358
2023 Q4	$69.6K	Hold	3,490	–	–	0.01%	346
2023 Q3	$67.7K	Hold	3,490	–	–	0.02%	339
2023 Q2	$68.9K	Hold	3,490	–	–	0.02%	340
2023 Q1	$69.4K	Hold	3,490	–	–	0.02%	334
2022 Q4	$68.9K	Hold	3,490	–	–	0.02%	325
2022 Q3	$68K	Buy	+3,490	New	+$69.4K	0.02%	315

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

Glen Eagle Advisors's FSMB Position: Q2 2026 in Review

Glen Eagle Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.1% in Q2 2026, buying an estimated $80 and bringing the position to 4,003 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #384.

Glen Eagle Advisors first reported a position in FSMB in Q3 2022 and has held it in 16 quarters since. The position peaked at $80.1K in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Glen Eagle Advisors held 4,003 shares of First Trust Short Duration Managed Municipal ETF worth $80K as of Q2 2026.
Glen Eagle Advisors bought 4 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $80.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #384 holding.
Glen Eagle Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 16 quarters since.
Glen Eagle Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $80.1K in Q3 2025.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.