Kestra Advisory Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Kestra Advisory Services’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	$2.22M	Buy	111,182 +18,277	+20%	+$368K	0.01%	1241
2025 Q4	$1.86M	Buy	92,905 +171	+0.2%	+$3.43K	0.01%	1255
2025 Q3	$1.86M	Sell	92,734 -4,334	-4%	-$86.7K	0.01%	1196
2025 Q2	$1.93M	Sell	97,068 -67,254	-41%	-$1.33M	0.01%	1095
2025 Q1	$3.27M	Sell	164,322 -89,477	-35%	-$1.78M	0.02%	761
2024 Q4	$5.04M	Sell	253,799 -26,668	-10%	-$532K	0.03%	576
2024 Q3	$5.61M	Buy	280,467 +2,627	+0.9%	+$52.4K	0.03%	551
2024 Q2	$5.49M	Buy	277,840 +55,763	+25%	+$1.1M	0.03%	556
2024 Q1	$4.4M	Sell	222,077 -34,831	-14%	-$693K	0.03%	567
2023 Q4	$5.13M	Buy	256,908 +6,927	+3%	+$136K	0.04%	440
2023 Q3	$4.85M	Buy	249,981 +31,344	+14%	+$616K	0.05%	401
2023 Q2	$4.32M	Sell	218,637 -20,488	-9%	-$405K	0.04%	420
2023 Q1	$4.75M	Sell	239,125 -25,654	-10%	-$509K	0.05%	370
2022 Q4	$5.23M	Sell	264,779 -164,015	-38%	-$3.22M	0.05%	422
2022 Q3	$8.36M	Buy	428,794 +22,533	+6%	+$448K	0.09%	249
2022 Q2	$8.06M	Buy	406,261 +108,680	+37%	+$2.16M	0.08%	253
2022 Q1	$5.98M	Buy	297,581 +110,467	+59%	+$2.26M	0.06%	323
2021 Q4	$3.89M	Buy	187,114 +12,744	+7%	+$266K	0.04%	448
2021 Q3	$3.64M	Buy	174,370 +71,036	+69%	+$1.49M	0.04%	496
2021 Q2	$2.16M	Buy	103,334 +43,996	+74%	+$919K	0.02%	620
2021 Q1	$1.24M	Buy	59,338 +29,315	+98%	+$611K	0.02%	781
2020 Q4	$624K	Buy	30,023 +11,690	+64%	+$242K	0.01%	1088
2020 Q3	$378K	Buy	+18,333	New	+$378K	0.01%	1001

Other funds holding FSMB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWB

RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Kestra Advisory Services's FSMB Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 20% in Q1 2026, buying an estimated $368K and bringing the position to 111,182 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #1241.

Kestra Advisory Services first reported a position in FSMB in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.36M in Q3 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

Kestra Advisory Services held 111,182 shares of First Trust Short Duration Managed Municipal ETF worth $2.22M as of Q1 2026.
Kestra Advisory Services bought 18,277 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $368K.
First Trust Short Duration Managed Municipal ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1241 holding.
Kestra Advisory Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Advisory Services's First Trust Short Duration Managed Municipal ETF position peaked at $8.36M in Q3 2022.
139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.