HH
FSMB icon

Hilltop Holdings’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Hilltop 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
Q1 		– Sell
-11,545
Closed -$231K – 745
2025
Q4 		$231K Buy
11,545
+217
+2% +$4.35K 0.01% 795
2025
Q3 		$227K Sell
11,328
-14
-0.1% -$280 0.01% 837
2025
Q2 		$226K Buy
+11,342
New +$225K 0.01% 786

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 $77.5B AUM 28.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Hilltop Holdings's FSMB Position: Q1 2026 in Review

Hilltop Holdings sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 11,545 shares — an estimated $231K sold.

Hilltop Holdings first reported a position in FSMB in Q2 2025 and held it in 3 quarters. The position peaked at $231K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Hilltop Holdings reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Hilltop Holdings sold 11,545 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $231K.
  • Hilltop Holdings first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2025 and held it in 3 quarters.
  • Hilltop Holdings's First Trust Short Duration Managed Municipal ETF position peaked at $231K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Hilltop Holdings's 13F filing for Q1 2026, filed 14 May 2026.