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Patriot Financial Group Insurance Agency’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$205K Sell
10,278
-10,278
-50% -$206K 0.02% 469
2026
Q1 		$410K Buy
20,556
+10,278
+100% +$207K 0.02% 486
2025
Q4 		$206K Hold
10,278
– – 0.02% 476
2025
Q3 		$206K Hold
10,278
– – 0.03% 460
2025
Q2 		$205K Hold
10,278
– – 0.02% 495
2025
Q1 		$204K Hold
10,278
– – 0.03% 453
2024
Q4 		$204K Hold
10,278
– – 0.03% 442
2024
Q3 		$206K Hold
10,278
– – 0.03% 465
2024
Q2 		$203K Hold
10,278
– – 0.03% 447
2024
Q1 		$204K Buy
+10,278
New +$204K 0.03% 445

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PP
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VPW
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XF
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EFP
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Cambridge Investment Research Advisors
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NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FSMB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 50% in Q2 2026, selling an estimated $206K and leaving 10,278 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #469.

Patriot Financial Group Insurance Agency first reported a position in FSMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $410K in Q1 2026. 64 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 10,278 shares of First Trust Short Duration Managed Municipal ETF worth $205K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 10,278 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $206K.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #469 holding.
  • Patriot Financial Group Insurance Agency first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2024 and has held it in 10 quarters since.
  • Patriot Financial Group Insurance Agency's First Trust Short Duration Managed Municipal ETF position peaked at $410K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.