IIL
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Insight Inv LLC’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Insight Inv LLC’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 		$1.73M Sell
86,810
-1,425
-2% -$28.7K 0.95% 50
2025
Q4 		$1.77M Buy
88,235
+1,500
+2% +$30.1K 0.99% 47
2025
Q3 		$1.74M Buy
86,735
+6,425
+8% +$129K 1.02% 45
2025
Q2 		$1.6M Sell
80,310
-12,250
-13% -$243K 1.07% 41
2025
Q1 		$1.84M Sell
92,560
-1,070
-1% -$21.3K 1.27% 36
2024
Q4 		$1.86M Buy
93,630
+23,975
+34% +$478K 1.29% 35
2024
Q3 		$1.39M Sell
69,655
-17,250
-20% -$344K 1.17% 42
2024
Q2 		$1.72M Sell
86,905
-2,825
-3% -$55.9K 1.48% 30
2024
Q1 		$1.78M Buy
89,730
+1,000
+1% +$19.9K 1.54% 30
2023
Q4 		$1.77M Buy
88,730
+500
+0.6% +$9.8K 1.73% 25
2023
Q3 		$1.71M Sell
88,230
-600
-0.7% -$11.8K 1.89% 22
2023
Q2 		$1.75M Buy
88,830
+9,500
+12% +$188K 1.8% 22
2023
Q1 		$1.58M Buy
79,330
+1,000
+1% +$19.8K 1.7% 24
2022
Q4 		$1.55M Buy
78,330
+17,170
+28% +$337K 1.56% 27
2022
Q3 		$1.19M Buy
+61,160
New +$1.22M 1.32% 34

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Insight Inv LLC's FSMB Position: Q1 2026 in Review

Insight Inv LLC reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.6% in Q1 2026, selling an estimated $28.7K and leaving 86,810 shares worth $1.73M. The position accounts for 0.95% of the portfolio, ranked #50.

Insight Inv LLC first reported a position in FSMB in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.86M in Q4 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Insight Inv LLC held 86,810 shares of First Trust Short Duration Managed Municipal ETF worth $1.73M as of Q1 2026.
  • Insight Inv LLC sold 1,425 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $28.7K.
  • First Trust Short Duration Managed Municipal ETF made up 0.95% of Insight Inv LLC's portfolio in Q1 2026, its #50 holding.
  • Insight Inv LLC first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 15 quarters since.
  • Insight Inv LLC's First Trust Short Duration Managed Municipal ETF position peaked at $1.86M in Q4 2024.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Insight Inv LLC's 13F filing for Q1 2026, filed 28 Apr 2026.