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Peapack-Gladstone Financial Corp’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Peapack-Gladstone Financial Corp’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
2025
Q2 		– Sell
-180,554
Closed -$3.59M – 681
2025
Q1 		$3.59M Buy
+180,554
New +$3.59M 0.05% 266

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LPL Financial
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RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Peapack-Gladstone Financial Corp's FSMB Position: Q2 2025 in Review

Peapack-Gladstone Financial Corp sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q2 2025, closing a stake of 180,554 shares — an estimated $3.59M sold.

Peapack-Gladstone Financial Corp first reported a position in FSMB in Q1 2025 and held it in 1 quarter. The position peaked at $3.59M in Q1 2025. 130 funds tracked by Wall St. Rank hold FSMB as of Q2 2025.

  • Peapack-Gladstone Financial Corp reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q2 2025 after selling out during the quarter.
  • Peapack-Gladstone Financial Corp sold 180,554 First Trust Short Duration Managed Municipal ETF shares in Q2 2025, an estimated $3.59M.
  • Peapack-Gladstone Financial Corp first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2025 and held it in 1 quarter.
  • Peapack-Gladstone Financial Corp's First Trust Short Duration Managed Municipal ETF position peaked at $3.59M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2025.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2025, filed 14 Aug 2025.