IFG
FSMB icon

Independent Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Independent Financial Group’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
-10,866
Closed -$218K – 1477
2025
Q4 		$218K Hold
10,866
– – ﹤0.01% 1308
2025
Q3 		$218K Buy
10,866
+279
+3% +$5.58K 0.01% 1245
2025
Q2 		$211K Sell
10,587
-437
-4% -$8.65K 0.01% 1202
2025
Q1 		$219K Buy
11,024
+568
+5% +$11.3K 0.01% 1078
2024
Q4 		$207K Sell
10,456
-53
-0.5% -$1.06K 0.01% 1087
2024
Q3 		$210K Hold
10,509
– – 0.01% 1055
2024
Q2 		$208K Sell
10,509
-9,619
-48% -$190K 0.01% 1013
2024
Q1 		$399K Sell
20,128
-12,011
-37% -$239K 0.02% 663
2023
Q4 		$641K Buy
32,139
+579
+2% +$11.3K 0.03% 491
2023
Q3 		$612K Buy
31,560
+586
+2% +$11.5K 0.04% 439
2023
Q2 		$611K Buy
30,974
+889
+3% +$17.6K 0.04% 429
2023
Q1 		$598K Sell
30,085
-1,217
-4% -$24.1K 0.05% 406
2022
Q4 		$618K Sell
31,302
-1,250
-4% -$24.5K 0.05% 367
2022
Q3 		$635K Buy
32,552
+28
+0.1% +$557 0.06% 332
2022
Q2 		$646K Buy
32,524
+12
+0% +$239 0.07% 313
2022
Q1 		$653K Sell
32,512
-148
-0.5% -$3.03K 0.05% 355
2021
Q4 		$680K Buy
32,660
+7,827
+32% +$163K 0.06% 341
2021
Q3 		$518K Buy
24,833
+6,609
+36% +$138K 0.05% 351
2021
Q2 		$381K Buy
+18,224
New +$381K 0.04% 452

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 $103B AUM 28.65% 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

Independent Financial Group's FSMB Position: Q1 2026 in Review

Independent Financial Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 10,866 shares — an estimated $218K sold.

Independent Financial Group first reported a position in FSMB in Q2 2021 and held it in 19 quarters. The position peaked at $680K in Q4 2021. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Independent Financial Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 10,866 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $218K.
  • Independent Financial Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and held it in 19 quarters.
  • Independent Financial Group's First Trust Short Duration Managed Municipal ETF position peaked at $680K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.