HighTower Advisors
FSMB icon

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

HighTower 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
Q1 		$18.9M Buy
949,368
+69,352
+8% +$1.4M 0.02% 634
2025
Q4 		$17.6M Buy
880,016
+46,213
+6% +$927K 0.02% 650
2025
Q3 		$16.7M Sell
833,803
-405
-0% -$8.11K 0.02% 657
2025
Q2 		$16.6M Buy
834,208
+11,765
+1% +$233K 0.02% 612
2025
Q1 		$16.3M Buy
822,443
+90,316
+12% +$1.8M 0.02% 595
2024
Q4 		$14.5M Buy
732,127
+5,450
+0.7% +$109K 0.02% 616
2024
Q3 		$14.5M Buy
726,677
+17,431
+2% +$348K 0.02% 608
2024
Q2 		$14M Buy
709,246
+16,526
+2% +$327K 0.02% 586
2024
Q1 		$13.7M Buy
692,720
+131,406
+23% +$2.61M 0.02% 577
2023
Q4 		$11.2M Buy
561,314
+1,003
+0.2% +$19.7K 0.02% 660
2023
Q3 		$10.9M Buy
560,311
+92,423
+20% +$1.82M 0.02% 635
2023
Q2 		$9.23M Sell
467,888
-385,569
-45% -$7.63M 0.02% 673
2023
Q1 		$17M Sell
853,457
-61,494
-7% -$1.22M 0.04% 452
2022
Q4 		$18.1M Buy
914,951
+185,108
+25% +$3.63M 0.04% 424
2022
Q3 		$14.2M Sell
729,843
-480,650
-40% -$9.56M 0.04% 446
2022
Q2 		$24M Buy
1,210,493
+483,696
+67% +$9.62M 0.06% 301
2022
Q1 		$14.6M Buy
726,797
+23,812
+3% +$487K 0.03% 489
2021
Q4 		$14.6M Buy
702,985
+252,985
+56% +$5.27M 0.03% 474
2021
Q3 		$9.39M Hold
450,000
– – 0.03% 558
2021
Q2 		$9.41M Buy
+450,000
New +$9.4M 0.03% 540

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
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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HighTower Advisors's FSMB Position: Q1 2026 in Review

HighTower Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 7.9% in Q1 2026, buying an estimated $1.4M and bringing the position to 949,368 shares worth $18.9M. The position accounts for 0.02% of the portfolio, ranked #634.

HighTower Advisors first reported a position in FSMB in Q2 2021 and has held it in 20 quarters since. The position peaked at $24M in Q2 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • HighTower Advisors held 949,368 shares of First Trust Short Duration Managed Municipal ETF worth $18.9M as of Q1 2026.
  • HighTower Advisors bought 69,352 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $1.4M.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of HighTower Advisors's portfolio in Q1 2026, its #634 holding.
  • HighTower Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 20 quarters since.
  • HighTower Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $24M in Q2 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.