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FSMB icon

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

IFP 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 		$2.72M Sell
136,134
-1,112
-0.8% -$22.2K 0.05% 401
2026
Q1 		$2.74M Buy
137,246
+22,645
+20% +$456K 0.06% 362
2025
Q4 		$2.3M Buy
114,601
+9,240
+9% +$185K 0.05% 380
2025
Q3 		$2.12M Buy
105,361
+3,153
+3% +$63.1K 0.05% 365
2025
Q2 		$2.03M Buy
102,208
+6,299
+7% +$125K 0.06% 353
2025
Q1 		$1.91M Sell
95,909
-7,555
-7% -$150K 0.06% 363
2024
Q4 		$2.05M Buy
103,464
+6,310
+6% +$126K 0.07% 332
2024
Q3 		$1.94M Sell
97,154
-9,163
-9% -$183K 0.07% 307
2024
Q2 		$2.1M Buy
106,317
+3,615
+4% +$71.5K 0.08% 252
2024
Q1 		$2.04M Buy
102,702
+7,039
+7% +$140K 0.09% 248
2023
Q4 		$1.91M Sell
95,663
-21,288
-18% -$417K 0.09% 246
2023
Q3 		$2.27M Sell
116,951
-12,302
-10% -$242K 0.1% 207
2023
Q2 		$2.55M Sell
129,253
-2,635
-2% -$52.1K 0.11% 198
2023
Q1 		$2.64M Sell
131,888
-5,929
-4% -$118K 0.11% 182
2022
Q4 		$2.75M Buy
137,817
+21,770
+19% +$427K 0.07% 289
2022
Q3 		$2.32M Buy
116,047
+68,735
+145% +$1.37M 0.06% 344
2022
Q2 		$945K Hold
47,312
– – 0.03% 602
2022
Q1 		$945K Buy
47,312
+13,922
+42% +$285K 0.03% 602
2021
Q4 		$698K Buy
33,390
+6,892
+26% +$144K 0.01% 485
2021
Q3 		$559K Buy
26,498
+6,169
+30% +$129K 0.01% 557
2021
Q2 		$425K Buy
+20,329
New +$425K 0.01% 597

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 $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 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

IFP Advisors's FSMB Position: Q2 2026 in Review

IFP Advisors reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.81% in Q2 2026, selling an estimated $22.2K and leaving 136,134 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #401.

IFP Advisors first reported a position in FSMB in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.75M in Q4 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • IFP Advisors held 136,134 shares of First Trust Short Duration Managed Municipal ETF worth $2.72M as of Q2 2026.
  • IFP Advisors sold 1,112 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $22.2K.
  • First Trust Short Duration Managed Municipal ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #401 holding.
  • IFP Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 21 quarters since.
  • IFP Advisors's First Trust Short Duration Managed Municipal ETF position peaked at $2.75M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.