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FSMB icon

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

NewEdge Advisors’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 		$10.6M Buy
531,145
+43,529
+9% +$876K 0.04% 440
2025
Q4 		$9.77M Buy
487,616
+45,972
+10% +$922K 0.04% 435
2025
Q3 		$8.87M Buy
441,644
+23,864
+6% +$478K 0.04% 431
2025
Q2 		$8.32M Buy
417,780
+47,538
+13% +$941K 0.04% 411
2025
Q1 		$7.36M Buy
370,242
+176,922
+92% +$3.52M 0.04% 394
2024
Q4 		$3.84M Buy
193,320
+9,259
+5% +$185K 0.02% 588
2024
Q3 		$3.68M Buy
184,061
+29,469
+19% +$588K 0.02% 574
2024
Q2 		$3.06M Buy
154,592
+2,460
+2% +$48.6K 0.02% 593
2024
Q1 		$3.02M Buy
152,132
+7,578
+5% +$151K 0.03% 545
2023
Q4 		$2.88M Buy
144,554
+18,413
+15% +$361K 0.03% 533
2023
Q3 		$2.45M Sell
126,141
-1,644
-1% -$32.3K 0.03% 537
2023
Q2 		$2.52M Buy
127,785
+580
+0.5% +$11.5K 0.03% 516
2023
Q1 		$2.53M Sell
127,205
-277
-0.2% -$5.5K 0.03% 461
2022
Q4 		$343K Buy
127,482
+2,895
+2% +$56.8K 0.01% 941
2022
Q3 		$2.43M Buy
124,587
+38,972
+46% +$775K 0.04% 376
2022
Q2 		$1.7M Buy
85,615
+54,594
+176% +$1.09M 0.03% 486
2022
Q1 		$623K Buy
31,021
+15,739
+103% +$322K 0.01% 789
2021
Q4 		$318K Buy
+15,282
New +$319K ﹤0.01% 1296

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 $1.61B AUM 27.77% 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 $103B AUM 28.65% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

NewEdge Advisors's FSMB Position: Q1 2026 in Review

NewEdge Advisors increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 8.9% in Q1 2026, buying an estimated $876K and bringing the position to 531,145 shares worth $10.6M. The position accounts for 0.04% of the portfolio, ranked #440.

NewEdge Advisors first reported a position in FSMB in Q4 2021 and has held it in 18 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • NewEdge Advisors held 531,145 shares of First Trust Short Duration Managed Municipal ETF worth $10.6M as of Q1 2026.
  • NewEdge Advisors bought 43,529 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $876K.
  • First Trust Short Duration Managed Municipal ETF made up 0.04% of NewEdge Advisors's portfolio in Q1 2026, its #440 holding.
  • NewEdge Advisors first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2021 and has held it in 18 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.