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

Kestra Private Wealth 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
Q2 		$664K Sell
33,229
-521
-2% -$10.4K 0.01% 1103
2026
Q1 		$674K Buy
33,750
+20,514
+155% +$413K 0.01% 1054
2025
Q4 		$265K Sell
13,236
-1,201
-8% -$24.1K ﹤0.01% 1478
2025
Q3 		$290K Buy
14,437
+2,748
+24% +$55K ﹤0.01% 1382
2025
Q2 		$233K Sell
11,689
-3,326
-22% -$65.8K ﹤0.01% 1432
2025
Q1 		$298K Sell
15,015
-26,787
-64% -$533K 0.01% 1202
2024
Q4 		$829K Sell
41,802
-2,510
-6% -$50K 0.01% 712
2024
Q3 		$887K Sell
44,312
-3,751
-8% -$74.8K 0.02% 658
2024
Q2 		$950K Sell
48,063
-146
-0.3% -$2.89K 0.02% 592
2024
Q1 		$956K Sell
48,209
-5,863
-11% -$117K 0.02% 566
2023
Q4 		$1.08M Sell
54,072
-3,506
-6% -$68.7K 0.03% 506
2023
Q3 		$1.12M Buy
57,578
+18,522
+47% +$364K 0.04% 432
2023
Q2 		$771K Buy
39,056
+2,737
+8% +$54.2K 0.03% 505
2023
Q1 		$722K Buy
36,319
+7,903
+28% +$157K 0.03% 496
2022
Q4 		$561K Buy
+28,416
New +$558K 0.03% 497
2020
Q4 		– Sell
-30,356
Closed -$627K – 757
2020
Q3 		$627K Buy
+30,356
New +$627K 0.05% 339

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

Kestra Private Wealth Services's FSMB Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.5% in Q2 2026, selling an estimated $10.4K and leaving 33,229 shares worth $664K. The position accounts for 0.01% of the portfolio, ranked #1103.

Kestra Private Wealth Services first reported a position in FSMB in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.12M in Q3 2023. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Kestra Private Wealth Services held 33,229 shares of First Trust Short Duration Managed Municipal ETF worth $664K as of Q2 2026.
  • Kestra Private Wealth Services sold 521 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $10.4K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1103 holding.
  • Kestra Private Wealth Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2020 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's First Trust Short Duration Managed Municipal ETF position peaked at $1.12M in Q3 2023.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.