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

Principle Wealth 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 		$629K Buy
31,493
+7,453
+31% +$150K 0.04% 214
2025
Q4 		$482K Buy
24,040
+3,644
+18% +$73.1K 0.03% 246
2025
Q3 		$410K Buy
20,396
+4,022
+25% +$80.5K 0.02% 261
2025
Q2 		$326K Buy
16,374
+19
+0.1% +$376 0.02% 289
2025
Q1 		$325K Sell
16,355
-1,624
-9% -$32.3K 0.02% 278
2024
Q4 		$357K Sell
17,979
-188
-1% -$3.75K 0.03% 264
2024
Q3 		$364K Buy
18,167
+28
+0.2% +$559 0.03% 262
2024
Q2 		$359K Sell
18,139
-11,106
-38% -$220K 0.03% 255
2024
Q1 		$580K Sell
29,245
-8,844
-23% -$176K 0.05% 203
2023
Q4 		$760K Sell
38,089
-59,453
-61% -$1.17M 0.07% 173
2023
Q3 		$1.89M Sell
97,542
-4,367
-4% -$85.8K 0.19% 109
2023
Q2 		$2.01M Sell
101,909
-1,168
-1% -$23.1K 0.2% 101
2023
Q1 		$2.05M Buy
103,077
+3,554
+4% +$70.5K 0.22% 93
2022
Q4 		$1.96M Sell
99,523
-53,376
-35% -$1.05M 0.22% 94
2022
Q3 		$2.98K Sell
152,899
-48,911
-24% -$973K 0.28% 61
2022
Q2 		$4.01M Sell
201,810
-62,837
-24% -$1.25M 0.48% 47
2022
Q1 		$5.32M Sell
264,647
-22,143
-8% -$453K 0.56% 38
2021
Q4 		$5.97M Buy
286,790
+19,912
+7% +$415K 0.63% 32
2021
Q3 		$5.57M Buy
266,878
+46,620
+21% +$976K 0.64% 30
2021
Q2 		$4.61M Buy
220,258
+53,777
+32% +$1.12M 0.52% 39
2021
Q1 		$3.46M Buy
166,481
+56,157
+51% +$1.17M 0.41% 57
2020
Q4 		$2.3M Buy
110,324
+45,166
+69% +$935K 0.3% 70
2020
Q3 		$1.35M Buy
65,158
+45,254
+227% +$934K 0.38% 42
2020
Q2 		$408K Buy
19,904
+24
+0.1% +$486 0.12% 99
2020
Q1 		$400K Buy
+19,880
New +$407K 0.15% 91

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

Principle Wealth Partners's FSMB Position: Q1 2026 in Review

Principle Wealth Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 31% in Q1 2026, buying an estimated $150K and bringing the position to 31,493 shares worth $629K. The position accounts for 0.04% of the portfolio, ranked #214.

Principle Wealth Partners first reported a position in FSMB in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.97M in Q4 2021. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Principle Wealth Partners held 31,493 shares of First Trust Short Duration Managed Municipal ETF worth $629K as of Q1 2026.
  • Principle Wealth Partners bought 7,453 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $150K.
  • First Trust Short Duration Managed Municipal ETF made up 0.04% of Principle Wealth Partners's portfolio in Q1 2026, its #214 holding.
  • Principle Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $5.97M in Q4 2021.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.