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Prospera Financial Services’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Prospera Financial Services’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 		$989K Buy
49,457
+1,395
+3% +$27.9K 0.01% 775
2026
Q1 		$959K Buy
48,062
+5,468
+13% +$110K 0.02% 724
2025
Q4 		$854K Buy
42,594
+2,683
+7% +$53.8K 0.01% 735
2025
Q3 		$801K Sell
39,911
-588
-1% -$11.8K 0.01% 770
2025
Q2 		$806K Buy
40,499
+837
+2% +$16.6K 0.02% 728
2025
Q1 		$788K Buy
39,662
+4,446
+13% +$88.5K 0.02% 629
2024
Q4 		$699K Buy
35,216
+3,032
+9% +$60.5K 0.02% 643
2024
Q3 		$644K Buy
+32,184
New +$642K 0.02% 632
2022
Q3 		– Sell
-24,382
Closed -$484K – 1112
2022
Q2 		$484K Buy
24,382
+2,067
+9% +$41.1K 0.02% 518
2022
Q1 		$448K Buy
+22,315
New +$456K 0.02% 626

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

Prospera Financial Services's FSMB Position: Q2 2026 in Review

Prospera Financial Services increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 2.9% in Q2 2026, buying an estimated $27.9K and bringing the position to 49,457 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #775.

Prospera Financial Services first reported a position in FSMB in Q1 2022 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Prospera Financial Services held 49,457 shares of First Trust Short Duration Managed Municipal ETF worth $989K as of Q2 2026.
  • Prospera Financial Services bought 1,395 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $27.9K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #775 holding.
  • Prospera Financial Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2022 and has held it in 10 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.