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

Nilsine Partners’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	$5.62M	Sell	281,292 -757	-0.3%	-$15.1K	0.39%	64
2026 Q1	$5.64M	Buy	282,049 +29,334	+12%	+$590K	0.44%	58
2025 Q4	$5.07M	Buy	252,715 +6,142	+2%	+$123K	0.44%	49
2025 Q3	$4.95M	Buy	246,573 +20,233	+9%	+$405K	0.45%	49
2025 Q2	$4.51M	Buy	226,340 +5,567	+3%	+$110K	0.46%	47
2025 Q1	$4.39M	Sell	220,773 -31,527	-12%	-$628K	0.48%	43
2024 Q4	$5.01M	Buy	252,300 +13,213	+6%	+$263K	0.54%	37
2024 Q3	$4.78M	Buy	239,087 +4,657	+2%	+$92.9K	0.62%	38
2024 Q2	$4.63M	Buy	234,430 +4,113	+2%	+$81.3K	0.62%	38
2024 Q1	$4.57M	Buy	230,317 +10,783	+5%	+$215K	0.62%	37
2023 Q4	$4.38M	Buy	219,534 +2,078	+1%	+$40.7K	0.67%	44
2023 Q3	$4.22M	Buy	217,456 +11,909	+6%	+$234K	0.64%	47
2023 Q2	$4.06M	Sell	205,547 -12,188	-6%	-$241K	0.6%	53
2023 Q1	$4.33M	Buy	+217,735	New	+$4.32M	0.68%	35

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nilsine Partners's FSMB Position: Q2 2026 in Review

Nilsine Partners reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 0.27% in Q2 2026, selling an estimated $15.1K and leaving 281,292 shares worth $5.62M. The position accounts for 0.39% of the portfolio, ranked #64.

Nilsine Partners first reported a position in FSMB in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.64M in Q1 2026. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Nilsine Partners held 281,292 shares of First Trust Short Duration Managed Municipal ETF worth $5.62M as of Q2 2026.
Nilsine Partners sold 757 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $15.1K.
First Trust Short Duration Managed Municipal ETF made up 0.39% of Nilsine Partners's portfolio in Q2 2026, its #64 holding.
Nilsine Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and has held it in 14 quarters since.
Nilsine Partners's First Trust Short Duration Managed Municipal ETF position peaked at $5.64M in Q1 2026.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.