Morgan Stanley
FSMB icon

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

Morgan Stanley’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 		$105M Buy
5,246,393
+99,859
+2% +$2M 0.01% 1524
2026
Q1 		$103M Buy
5,146,534
+733,631
+17% +$14.8M 0.01% 1416
2025
Q4 		$88.5M Buy
4,412,903
+16,783
+0.4% +$337K 0.01% 1556
2025
Q3 		$88.3M Buy
4,396,120
+242,318
+6% +$4.85M 0.01% 1511
2025
Q2 		$82.7M Buy
4,153,802
+563,704
+16% +$11.2M 0.01% 1479
2025
Q1 		$71.3M Buy
3,590,098
+48,663
+1% +$969K 0.01% 1504
2024
Q4 		$70.3M Buy
3,541,435
+164,898
+5% +$3.29M ﹤0.01% 1526
2024
Q3 		$67.6M Sell
3,376,537
-1,321,323
-28% -$26.4M ﹤0.01% 1556
2024
Q2 		$92.9M Buy
4,697,860
+575,686
+14% +$11.4M 0.01% 1231
2024
Q1 		$81.8M Sell
4,122,174
-270,884
-6% -$5.39M 0.01% 1330
2023
Q4 		$87.6M Buy
4,393,058
+211,959
+5% +$4.16M 0.01% 1251
2023
Q3 		$81.1M Sell
4,181,099
-173,311
-4% -$3.41M 0.01% 1199
2023
Q2 		$86M Buy
4,354,410
+609,924
+16% +$12.1M 0.01% 1180
2023
Q1 		$74.4M Buy
3,744,486
+656,152
+21% +$13M 0.01% 1241
2022
Q4 		$61M Buy
3,088,334
+556,817
+22% +$10.9M 0.01% 1347
2022
Q3 		$49.4M Buy
2,531,517
+1,010,998
+66% +$20.1M 0.01% 1323
2022
Q2 		$30.2M Sell
1,520,519
-901,132
-37% -$17.9M ﹤0.01% 1846
2022
Q1 		$48.6M Buy
2,421,651
+1,560,547
+181% +$31.9M 0.01% 1319
2021
Q4 		$17.9M Buy
861,104
+603,112
+234% +$12.6M ﹤0.01% 2279
2021
Q3 		$5.38M Buy
+257,992
New +$5.4M ﹤0.01% 3607

Other funds holding FSMB

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 $103B AUM 28.65% 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
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Morgan Stanley's FSMB Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 1.9% in Q2 2026, buying an estimated $2M and bringing the position to 5,246,393 shares worth $105M. The position accounts for 0.01% of the portfolio, ranked #1524.

Morgan Stanley first reported a position in FSMB in Q3 2021 and has held it in 20 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Morgan Stanley held 5,246,393 shares of First Trust Short Duration Managed Municipal ETF worth $105M as of Q2 2026.
  • Morgan Stanley bought 99,859 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $2M.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1524 holding.
  • Morgan Stanley first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2021 and has held it in 20 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

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