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Larson Financial Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Larson Financial Group’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 		$599 Sell
30
-7
-19% -$141 ﹤0.01% 3281
2025
Q4 		$749 Hold
37
– – ﹤0.01% 3029
2025
Q3 		$745 Sell
37
-1,593
-98% -$31.9K ﹤0.01% 2999
2025
Q2 		$32.4K Sell
1,630
-249
-13% -$4.93K ﹤0.01% 1259
2025
Q1 		$37.3K Buy
1,879
+132
+8% +$2.63K ﹤0.01% 1133
2024
Q4 		$34.7K Sell
1,747
-10
-0.6% -$199 ﹤0.01% 1019
2024
Q3 		$35.2K Sell
1,757
-267
-13% -$5.33K ﹤0.01% 1016
2024
Q2 		$40K Sell
2,024
-685
-25% -$13.5K ﹤0.01% 866
2024
Q1 		$53.7K Sell
2,709
-1,214
-31% -$24.2K ﹤0.01% 673
2023
Q4 		$78.3K Sell
3,923
-860
-18% -$16.9K 0.01% 540
2023
Q3 		$92.7K Sell
4,783
-251
-5% -$4.93K 0.01% 465
2023
Q2 		$99.4K Buy
5,034
+10
+0.2% +$198 0.01% 429
2023
Q1 		$99.9K Buy
5,024
+9
+0.2% +$179 0.01% 433
2022
Q4 		$99K Sell
5,015
-26
-0.5% -$510 0.01% 403
2022
Q3 		$98K Buy
5,041
+6
+0.1% +$119 0.01% 361
2022
Q2 		$100K Sell
5,035
-580
-10% -$11.5K 0.02% 259
2022
Q1 		$113K Sell
5,615
-1,516
-21% -$31K 0.02% 262
2021
Q4 		$148K Buy
7,131
+67
+0.9% +$1.4K 0.02% 224
2021
Q3 		$147K Buy
7,064
+175
+3% +$3.67K 0.03% 170
2021
Q2 		$144K Buy
6,889
+320
+5% +$6.68K 0.03% 153
2021
Q1 		$137K Buy
6,569
+2,244
+52% +$46.8K 0.04% 138
2020
Q4 		$90K Buy
4,325
+956
+28% +$19.8K 0.03% 145
2020
Q3 		$70K Sell
3,369
-13,185
-80% -$272K 0.03% 158
2020
Q2 		$340K Buy
16,554
+1,686
+11% +$34.1K 0.16% 72
2020
Q1 		$299K Sell
14,868
-4,733
-24% -$96.9K 0.19% 66
2019
Q4 		$401K Buy
19,601
+9,564
+95% +$196K 0.23% 57
2019
Q3 		$206K Buy
+10,037
New +$206K 0.13% 73

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

Larson Financial Group's FSMB Position: Q1 2026 in Review

Larson Financial Group reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 19% in Q1 2026, selling an estimated $141 and leaving 30 shares worth $599. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

Larson Financial Group first reported a position in FSMB in Q3 2019 and has held it in 27 quarters since. The position peaked at $401K in Q4 2019. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Larson Financial Group held 30 shares of First Trust Short Duration Managed Municipal ETF worth $599 as of Q1 2026.
  • Larson Financial Group sold 7 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $141.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #3281 holding.
  • Larson Financial Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2019 and has held it in 27 quarters since.
  • Larson Financial Group's First Trust Short Duration Managed Municipal ETF position peaked at $401K in Q4 2019.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.