P
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
Q2 		$404K Buy
20,234
+5,934
+41% +$119K ﹤0.01% 1962
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 $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

&Partners's FSMB Position: Q2 2026 in Review

&Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 41% in Q2 2026, buying an estimated $119K and bringing the position to 20,234 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

&Partners first reported a position in FSMB in Q4 2025 and has held it in 3 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • &Partners held 20,234 shares of First Trust Short Duration Managed Municipal ETF worth $404K as of Q2 2026.
  • &Partners bought 5,934 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $119K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1962 holding.
  • &Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 3 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.