Principle Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History
Bought
Maintained
Sold
Other funds holding FSMB
RWB
PP
TA
NA
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.