PAG
FSMB icon

Private Advisor Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Private Advisor Group’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 		$1.08M Buy
53,824
+8,619
+19% +$172K ﹤0.01% 1330
2026
Q1 		$902K Buy
45,205
+1,360
+3% +$27.4K ﹤0.01% 1494
2025
Q4 		$879K Buy
43,845
+3,645
+9% +$73.1K ﹤0.01% 1476
2025
Q3 		$807K Buy
40,200
+301
+0.8% +$6.03K ﹤0.01% 1484
2025
Q2 		$794K Buy
39,899
+9,897
+33% +$196K ﹤0.01% 1408
2025
Q1 		$596K Sell
30,002
-2,638
-8% -$52.5K ﹤0.01% 1519
2024
Q4 		$648K Buy
32,640
+5,068
+18% +$101K ﹤0.01% 1437
2024
Q3 		$552K Sell
27,572
-31,351
-53% -$625K ﹤0.01% 1561
2024
Q2 		$1.16M Sell
58,923
-4,623
-7% -$91.4K 0.01% 1112
2024
Q1 		$1.26M Buy
63,546
+6
+0% +$119 0.01% 1043
2023
Q4 		$1.27M Sell
63,540
-2,791
-4% -$54.7K 0.01% 996
2023
Q3 		$1.29M Sell
66,331
-241
-0.4% -$4.74K 0.01% 912
2023
Q2 		$1.31M Buy
66,572
+2,844
+4% +$56.3K 0.01% 915
2023
Q1 		$1.27M Buy
63,728
+3,385
+6% +$67.2K 0.01% 881
2022
Q4 		$1.19K Sell
60,343
-37,533
-38% -$737K ﹤0.01% 1213
2022
Q3 		$1.91M Buy
97,876
+1,859
+2% +$37K 0.02% 639
2022
Q2 		$1.91M Buy
+96,017
New +$1.91M 0.02% 779
2021
Q4 		– Sell
-11,402
Closed -$238K – 2175
2021
Q3 		$238K Buy
+11,402
New +$239K ﹤0.01% 1803
2020
Q3 		– Sell
-4,529
Closed -$93K – 2261
2020
Q2 		$93K Buy
+4,529
New +$91.7K ﹤0.01% 1747

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Advisor Group's FSMB Position: Q2 2026 in Review

Private Advisor Group increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 19% in Q2 2026, buying an estimated $172K and bringing the position to 53,824 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Private Advisor Group first reported a position in FSMB in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.91M in Q3 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Private Advisor Group held 53,824 shares of First Trust Short Duration Managed Municipal ETF worth $1.08M as of Q2 2026.
  • Private Advisor Group bought 8,619 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $172K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1330 holding.
  • Private Advisor Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2020 and has held it in 19 quarters since.
  • Private Advisor Group's First Trust Short Duration Managed Municipal ETF position peaked at $1.91M in Q3 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.