Janney Montgomery Scott
FSMB icon

Janney Montgomery Scott’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Janney Montgomery Scott’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 		$294K Buy
14,711
+3,272
+29% +$65.4K ﹤0.01% 2751
2026
Q1 		$228K Buy
11,439
+25
+0.2% +$503 ﹤0.01% 2566
2025
Q4 		$229K Buy
+11,414
New +$229K ﹤0.01% 2735
2025
Q2 		– Sell
-12,645
Closed -$251K – 2746
2025
Q1 		$251K Buy
12,645
+331
+3% +$6.59K ﹤0.01% 2404
2024
Q4 		$244K Sell
12,314
-2,400
-16% -$47.9K ﹤0.01% 2443
2024
Q3 		$294K Sell
14,714
-750
-5% -$15K ﹤0.01% 2298
2024
Q2 		$306K Sell
15,464
-14,350
-48% -$284K ﹤0.01% 2198
2024
Q1 		$591K Sell
29,814
-8,607
-22% -$171K ﹤0.01% 1863
2023
Q4 		$766K Sell
38,421
-2,929
-7% -$57.4K ﹤0.01% 1610
2023
Q3 		$802K Buy
41,350
+1,361
+3% +$26.8K ﹤0.01% 1455
2023
Q2 		$789K Sell
39,989
-7,980
-17% -$158K ﹤0.01% 1557
2023
Q1 		$954K Sell
47,969
-14,998
-24% -$298K ﹤0.01% 1342
2022
Q4 		$1.24M Sell
62,967
-62,843
-50% -$1.23M ﹤0.01% 1254
2022
Q3 		$2.45M Buy
125,810
+24,021
+24% +$478K 0.01% 882
2022
Q2 		$2.02M Buy
101,789
+9,696
+11% +$193K 0.01% 931
2022
Q1 		$1.85M Sell
92,093
-31,288
-25% -$640K 0.01% 949
2021
Q4 		$2.57M Buy
123,381
+28,391
+30% +$592K 0.01% 855
2021
Q3 		$1.98M Sell
94,990
-22,356
-19% -$468K 0.01% 952
2021
Q2 		$2.45M Sell
117,346
-11,302
-9% -$236K 0.01% 852
2021
Q1 		$2.68M Buy
128,648
+10,021
+8% +$209K 0.01% 769
2020
Q4 		$2.47M Buy
118,627
+10,591
+10% +$219K 0.01% 781
2020
Q3 		$2.23M Sell
108,036
-8,256
-7% -$170K 0.01% 769
2020
Q2 		$2.39M Buy
116,292
+2,759
+2% +$55.9K 0.02% 708
2020
Q1 		$2.28M Buy
113,533
+101,733
+862% +$2.08M 0.02% 647
2019
Q4 		$242K Buy
11,800
+900
+8% +$18.4K ﹤0.01% 1818
2019
Q3 		$223K Buy
10,900
+1,000
+10% +$20.5K ﹤0.01% 1837
2019
Q2 		$202K Hold
9,900
– – ﹤0.01% 1901
2019
Q1 		$201K Buy
+9,900
New +$200K ﹤0.01% 1869

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

Janney Montgomery Scott's FSMB Position: Q2 2026 in Review

Janney Montgomery Scott increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 29% in Q2 2026, buying an estimated $65.4K and bringing the position to 14,711 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

Janney Montgomery Scott first reported a position in FSMB in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.68M in Q1 2021. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Janney Montgomery Scott held 14,711 shares of First Trust Short Duration Managed Municipal ETF worth $294K as of Q2 2026.
  • Janney Montgomery Scott bought 3,272 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $65.4K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2751 holding.
  • Janney Montgomery Scott first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2019 and has held it in 28 quarters since.
  • Janney Montgomery Scott's First Trust Short Duration Managed Municipal ETF position peaked at $2.68M in Q1 2021.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.