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Novem Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Novem Group’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 		$338K Buy
16,923
+608
+4% +$12.2K 0.04% 330
2025
Q4 		$327K Buy
16,315
+3,315
+26% +$66.5K 0.04% 325
2025
Q3 		$261K Hold
13,000
– – 0.03% 359
2025
Q2 		$259K Hold
13,000
– – 0.03% 336
2025
Q1 		$258K Hold
13,000
– – 0.04% 308
2024
Q4 		$258K Buy
+13,000
New +$259K 0.04% 306

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

Novem Group's FSMB Position: Q1 2026 in Review

Novem Group increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 3.7% in Q1 2026, buying an estimated $12.2K and bringing the position to 16,923 shares worth $338K. The position accounts for 0.04% of the portfolio, ranked #330.

Novem Group first reported a position in FSMB in Q4 2024 and has held it in 6 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Novem Group held 16,923 shares of First Trust Short Duration Managed Municipal ETF worth $338K as of Q1 2026.
  • Novem Group bought 608 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $12.2K.
  • First Trust Short Duration Managed Municipal ETF made up 0.04% of Novem Group's portfolio in Q1 2026, its #330 holding.
  • Novem Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and has held it in 6 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Novem Group's 13F filing for Q1 2026, filed 13 Apr 2026.