Per Stirling Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Per Stirling Capital Management’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	$6.29M	Buy	314,616 +16,454	+6%	+$329K	0.6%	52
2026 Q1	$5.95M	Buy	298,162 +101,109	+51%	+$2.03M	0.66%	45
2025 Q4	$3.95M	Buy	197,053 +24,924	+14%	+$500K	0.44%	58
2025 Q3	$3.46M	Sell	172,129 -12,554	-7%	-$251K	0.41%	61
2025 Q2	$3.68M	Buy	184,683 +14,670	+9%	+$290K	0.48%	59
2025 Q1	$3.38M	Buy	170,013 +47	+0%	+$936	0.49%	57
2024 Q4	$3.37M	Buy	169,966 +78,302	+85%	+$1.56M	0.48%	56
2024 Q3	$1.83M	Buy	91,664 +2,156	+2%	+$43K	0.25%	72
2024 Q2	$1.77M	Buy	89,508 +55,195	+161%	+$1.09M	0.29%	64
2024 Q1	$681K	Sell	34,313 -28,278	-45%	-$563K	0.11%	117
2023 Q4	$1.25M	Sell	62,591 -23,628	-27%	-$463K	0.23%	70
2023 Q3	$1.67M	Buy	86,219 +396	+0.5%	+$7.78K	0.35%	59
2023 Q2	$1.69M	Sell	85,823 -96,586	-53%	-$1.91M	0.34%	60
2023 Q1	$3.63M	Sell	182,409 -124,579	-41%	-$2.47M	0.78%	35
2022 Q4	$6.06M	Buy	+306,988	New	+$6.03M	1.1%	26

Other funds holding FSMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Per Stirling Capital Management's FSMB Position: Q2 2026 in Review

Per Stirling Capital Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.5% in Q2 2026, buying an estimated $329K and bringing the position to 314,616 shares worth $6.29M. The position accounts for 0.6% of the portfolio, ranked #52.

Per Stirling Capital Management first reported a position in FSMB in Q4 2022 and has held it in 15 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Per Stirling Capital Management held 314,616 shares of First Trust Short Duration Managed Municipal ETF worth $6.29M as of Q2 2026.
Per Stirling Capital Management bought 16,454 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $329K.
First Trust Short Duration Managed Municipal ETF made up 0.6% of Per Stirling Capital Management's portfolio in Q2 2026, its #52 holding.
Per Stirling Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2022 and has held it in 15 quarters since.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.