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 Q2	$4.63M	Buy	231,493 +200,000	+635%	+$4M	0.23%	80
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	$2.98M	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 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

Principle Wealth Partners's FSMB Position: Q2 2026 in Review

Principle Wealth Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 635% in Q2 2026, buying an estimated $4M and bringing the position to 231,493 shares worth $4.63M. The position accounts for 0.23% of the portfolio, ranked #80.

Principle Wealth Partners first reported a position in FSMB in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.97M in Q4 2021. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

Principle Wealth Partners held 231,493 shares of First Trust Short Duration Managed Municipal ETF worth $4.63M as of Q2 2026.
Principle Wealth Partners bought 200,000 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $4M.
First Trust Short Duration Managed Municipal ETF made up 0.23% of Principle Wealth Partners's portfolio in Q2 2026, its #80 holding.
Principle Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 26 quarters since.
Principle Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $5.97M in Q4 2021.
140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.