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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return