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
Q2 		$17.9M Sell
896,202
-53,166
-6% -$1.06M 0.02% 689
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 $1.89T 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
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
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

HighTower Advisors's FSMB Position: Q2 2026 in Review

HighTower Advisors reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.6% in Q2 2026, selling an estimated $1.06M and leaving 896,202 shares worth $17.9M. The position accounts for 0.02% of the portfolio, ranked #689.

HighTower Advisors first reported a position in FSMB in Q2 2021 and has held it in 21 quarters since. The position peaked at $24M in Q2 2022. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • HighTower Advisors held 896,202 shares of First Trust Short Duration Managed Municipal ETF worth $17.9M as of Q2 2026.
  • HighTower Advisors sold 53,166 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $1.06M.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #689 holding.
  • HighTower Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 21 quarters since.
  • HighTower Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $24M in Q2 2022.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.