LPL Financial
FSMB icon

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

LPL Financial’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 		$49.9M Buy
2,496,609
+229,136
+10% +$4.58M 0.01% 1006
2026
Q1 		$45.3M Buy
2,267,473
+844,720
+59% +$17M 0.01% 965
2025
Q4 		$28.5M Sell
1,422,753
-16,934
-1% -$340K 0.01% 1172
2025
Q3 		$28.9M Buy
1,439,687
+98,071
+7% +$1.96M 0.01% 1133
2025
Q2 		$26.7M Buy
1,341,616
+105,547
+9% +$2.09M 0.01% 1072
2025
Q1 		$24.6M Sell
1,236,069
-82,318
-6% -$1.64M 0.01% 1031
2024
Q4 		$26.2M Buy
1,318,387
+138,848
+12% +$2.77M 0.01% 940
2024
Q3 		$23.6M Sell
1,179,539
-58,274
-5% -$1.16M 0.01% 963
2024
Q2 		$24.5M Sell
1,237,813
-78,814
-6% -$1.56M 0.01% 871
2024
Q1 		$26.1M Buy
1,316,627
+134,458
+11% +$2.67M 0.01% 817
2023
Q4 		$23.6M Buy
1,182,169
+80,402
+7% +$1.58M 0.01% 809
2023
Q3 		$21.4M Sell
1,101,767
-239,799
-18% -$4.71M 0.02% 778
2023
Q2 		$26.5M Sell
1,341,566
-14,794
-1% -$293K 0.02% 678
2023
Q1 		$27M Buy
1,356,360
+204,205
+18% +$4.05M 0.02% 636
2022
Q4 		$22.7M Sell
1,152,155
-92,733
-7% -$1.82M 0.02% 659
2022
Q3 		$24.3M Buy
1,244,888
+48,346
+4% +$962K 0.02% 565
2022
Q2 		$23.8M Buy
1,196,542
+516,526
+76% +$10.3M 0.02% 580
2022
Q1 		$13.7M Buy
680,016
+106,425
+19% +$2.18M 0.01% 826
2021
Q4 		$11.9M Buy
573,591
+84,370
+17% +$1.76M 0.01% 917
2021
Q3 		$10.2M Buy
489,221
+48,781
+11% +$1.02M 0.01% 956
2021
Q2 		$9.21M Sell
440,440
-95,697
-18% -$2M 0.01% 961
2021
Q1 		$11.2M Buy
536,137
+270,996
+102% +$5.65M 0.01% 776
2020
Q4 		$5.52M Buy
265,141
+74,329
+39% +$1.54M 0.01% 1066
2020
Q3 		$3.94M Buy
190,812
+16,000
+9% +$330K 0.01% 1076
2020
Q2 		$3.59M Buy
174,812
+12,166
+7% +$246K 0.01% 1040
2020
Q1 		$3.27M Buy
+162,646
New +$3.33M 0.01% 924

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

LPL Financial's FSMB Position: Q2 2026 in Review

LPL Financial increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 10% in Q2 2026, buying an estimated $4.58M and bringing the position to 2,496,609 shares worth $49.9M. The position accounts for 0.01% of the portfolio, ranked #1006.

LPL Financial first reported a position in FSMB in Q1 2020 and has held it in 26 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • LPL Financial held 2,496,609 shares of First Trust Short Duration Managed Municipal ETF worth $49.9M as of Q2 2026.
  • LPL Financial bought 229,136 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $4.58M.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1006 holding.
  • LPL Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 26 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.