Mariner
FSMB icon

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

Mariner’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 		– Sell
-10,799
Closed -$216K – 3665
2026
Q1 		$216K Buy
10,799
+113
+1% +$2.27K ﹤0.01% 3130
2025
Q4 		$214K Sell
10,686
-73
-0.7% -$1.46K ﹤0.01% 3115
2025
Q3 		$216K Sell
10,759
-1,627
-13% -$32.6K ﹤0.01% 3110
2025
Q2 		$247K Buy
12,386
+2,337
+23% +$46.3K ﹤0.01% 2891
2025
Q1 		$200K Sell
10,049
-1,089
-10% -$21.7K ﹤0.01% 3012
2024
Q4 		$221K Sell
11,138
-8,107
-42% -$162K ﹤0.01% 2920
2024
Q3 		$385K Sell
19,245
-31,215
-62% -$623K ﹤0.01% 2359
2024
Q2 		$998K Sell
50,460
-78,082
-61% -$1.54M ﹤0.01% 1499
2024
Q1 		$2.55M Sell
128,542
-18,479
-13% -$368K 0.01% 994
2023
Q4 		$2.93M Sell
147,021
-38,757
-21% -$760K 0.01% 890
2023
Q3 		$3.6M Sell
185,778
-9,176
-5% -$180K 0.01% 758
2023
Q2 		$3.85M Buy
194,954
+43,506
+29% +$861K 0.01% 733
2023
Q1 		$3.01M Buy
151,448
+35,733
+31% +$709K 0.01% 798
2022
Q4 		$2.28M Buy
+115,715
New +$2.27M 0.01% 870

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 $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

Mariner's FSMB Position: Q2 2026 in Review

Mariner sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2026, closing a stake of 10,799 shares — an estimated $216K sold.

Mariner first reported a position in FSMB in Q4 2022 and held it in 14 quarters. The position peaked at $3.85M in Q2 2023. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Mariner reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 10,799 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $216K.
  • Mariner first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and held it in 14 quarters.
  • Mariner's First Trust Short Duration Managed Municipal ETF position peaked at $3.85M in Q2 2023.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.