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FSMB icon

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

&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 		$285K Hold
14,300
– – ﹤0.01% 2034
2025
Q4 		$287K Buy
+14,300
New +$287K ﹤0.01% 1945

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

&Partners's FSMB Position: Q1 2026 in Review

&Partners held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q1 2026 at 14,300 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

&Partners first reported a position in FSMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • &Partners held 14,300 shares of First Trust Short Duration Managed Municipal ETF worth $285K as of Q1 2026.
  • &Partners left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2034 holding.
  • &Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • &Partners's First Trust Short Duration Managed Municipal ETF position peaked at $287K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.