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Integrated Wealth Concepts’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Integrated Wealth Concepts’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 		$252K Buy
+12,630
New +$253K ﹤0.01% 2087
2025
Q1 		– Sell
-48,332
Closed -$959K – 1782
2024
Q4 		$959K Sell
48,332
-5,517
-10% -$110K 0.01% 830
2024
Q3 		$1.08M Sell
53,849
-59
-0.1% -$1.18K 0.01% 769
2024
Q2 		$1.07M Sell
53,908
-19,453
-27% -$385K 0.01% 729
2024
Q1 		$1.46M Buy
73,361
+7,355
+11% +$146K 0.02% 613
2023
Q4 		$1.32M Buy
66,006
+12,367
+23% +$242K 0.02% 619
2023
Q3 		$1.04M Buy
53,639
+1,957
+4% +$38.5K 0.02% 681
2023
Q2 		$1.02M Hold
51,682
– – 0.02% 673
2023
Q1 		$1.03M Sell
51,682
-35
-0.1% -$694 0.02% 603
2022
Q4 		$1.02M Hold
51,717
– – 0.03% 466
2022
Q3 		$1.01M Hold
51,717
– – 0.03% 423
2022
Q2 		$1.03M Buy
+51,717
New +$1.03M 0.03% 423
2022
Q1 		– Sell
-12,964
Closed -$270K – 988
2021
Q4 		$270K Sell
12,964
-170
-1% -$3.54K 0.01% 824
2021
Q3 		$274K Buy
13,134
+7
+0.1% +$147 0.01% 778
2021
Q2 		$274K Buy
+13,127
New +$274K 0.01% 681

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 $104B AUM 28.3% 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

Integrated Wealth Concepts's FSMB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026: 12,630 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #2087 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FSMB as recently as Q4 2024.

Integrated Wealth Concepts first reported a position in FSMB in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.46M in Q1 2024. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Integrated Wealth Concepts held 12,630 shares of First Trust Short Duration Managed Municipal ETF worth $252K as of Q2 2026.
  • First Trust Short Duration Managed Municipal ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2087 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's First Trust Short Duration Managed Municipal ETF position peaked at $1.46M in Q1 2024.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.