NS
FSMB icon

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

NBC Securities’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 		$117K Buy
5,854
+46
+0.8% +$926 0.01% 1028
2025
Q4 		$116K Buy
5,808
+45
+0.8% +$902 0.01% 1033
2025
Q3 		$116K Buy
5,763
+45
+0.8% +$901 0.01% 1024
2025
Q2 		$113K Buy
5,718
+44
+0.8% +$871 0.01% 1009
2025
Q1 		$112K Buy
5,674
+5,669
+113,380% +$113K 0.01% 958
2024
Q4 		$111 Sell
5
-3,576
-100% -$71.3K 0.01% 908
2024
Q3 		$71K Buy
3,581
+26
+0.7% +$519 0.01% 1075
2024
Q2 		$70K Buy
3,555
+26
+0.7% +$514 0.01% 1044
2024
Q1 		$71K Sell
3,529
-495
-12% -$9.85K 0.01% 1037
2023
Q4 		$80K Buy
4,024
+25
+0.6% +$490 0.01% 1000
2023
Q3 		$77K Buy
+3,999
New +$78.6K 0.01% 1008

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

NBC Securities's FSMB Position: Q1 2026 in Review

NBC Securities increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.79% in Q1 2026, buying an estimated $926 and bringing the position to 5,854 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #1028.

NBC Securities first reported a position in FSMB in Q3 2023 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • NBC Securities held 5,854 shares of First Trust Short Duration Managed Municipal ETF worth $117K as of Q1 2026.
  • NBC Securities bought 46 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $926.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of NBC Securities's portfolio in Q1 2026, its #1028 holding.
  • NBC Securities first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2023 and has held it in 11 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.