MML Investors Services
FSMB icon

MML Investors Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

MML Investors 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 		$2.74M Sell
137,430
-9,605
-7% -$193K 0.01% 1142
2025
Q4 		$2.95M Sell
147,035
-4,698
-3% -$94.2K 0.01% 1170
2025
Q3 		$3.05M Buy
151,733
+4,697
+3% +$94K 0.01% 1084
2025
Q2 		$2.93M Sell
147,036
-75,693
-34% -$1.5M 0.01% 1052
2025
Q1 		$4.43M Sell
222,729
-14,890
-6% -$296K 0.01% 785
2024
Q4 		$4.71M Buy
237,619
+12,870
+6% +$257K 0.02% 734
2024
Q3 		$4.5M Buy
224,749
+13,690
+6% +$273K 0.02% 738
2024
Q2 		$4.17M Sell
211,059
-36,628
-15% -$724K 0.02% 711
2024
Q1 		$4.91M Buy
247,687
+9,244
+4% +$184K 0.02% 646
2023
Q4 		$4.76M Buy
238,443
+205,971
+634% +$4.04M 0.02% 617
2023
Q3 		$629K Buy
32,472
+4,491
+16% +$88.3K ﹤0.01% 1495
2023
Q2 		$552K Buy
+27,981
New +$554K ﹤0.01% 1573
2023
Q1 		– Sell
-11,086
Closed -$219K – 2152
2022
Q4 		$219K Buy
+11,086
New +$218K ﹤0.01% 1982
2020
Q2 		– Sell
-27,534
Closed -$553K – 1527
2020
Q1 		$553K Sell
27,534
-30,803
-53% -$630K 0.01% 825
2019
Q4 		$1.19M Sell
58,337
-7,070
-11% -$145K 0.02% 650
2019
Q3 		$1.34M Buy
+65,407
New +$1.34M 0.02% 571

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

MML Investors Services's FSMB Position: Q1 2026 in Review

MML Investors Services reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 6.5% in Q1 2026, selling an estimated $193K and leaving 137,430 shares worth $2.74M. The position accounts for 0.01% of the portfolio, ranked #1142.

MML Investors Services first reported a position in FSMB in Q3 2019 and has held it in 16 quarters since. The position peaked at $4.91M in Q1 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • MML Investors Services held 137,430 shares of First Trust Short Duration Managed Municipal ETF worth $2.74M as of Q1 2026.
  • MML Investors Services sold 9,605 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $193K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of MML Investors Services's portfolio in Q1 2026, its #1142 holding.
  • MML Investors Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2019 and has held it in 16 quarters since.
  • MML Investors Services's First Trust Short Duration Managed Municipal ETF position peaked at $4.91M in Q1 2024.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.