Raymond James Financial
FSMB icon

Raymond James Financial’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Raymond James Financial’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 		$13.2M Buy
657,968
+197,450
+43% +$3.95M ﹤0.01% 1912
2026
Q1 		$9.19M Buy
460,518
+1,736
+0.4% +$34.9K ﹤0.01% 2094
2025
Q4 		$9.2M Buy
458,782
+30,485
+7% +$611K ﹤0.01% 2036
2025
Q3 		$8.6M Sell
428,297
-1,323,671
-76% -$26.5M ﹤0.01% 2043
2025
Q2 		$34.9M Buy
1,751,968
+53,489
+3% +$1.06M 0.01% 983
2025
Q1 		$33.7M Buy
1,698,479
+134,618
+9% +$2.68M 0.01% 952
2024
Q4 		$31M Buy
+1,563,861
New +$31.2M 0.01% 1014

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 $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

Raymond James Financial's FSMB Position: Q2 2026 in Review

Raymond James Financial increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 43% in Q2 2026, buying an estimated $3.95M and bringing the position to 657,968 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Raymond James Financial first reported a position in FSMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.9M in Q2 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Raymond James Financial held 657,968 shares of First Trust Short Duration Managed Municipal ETF worth $13.2M as of Q2 2026.
  • Raymond James Financial bought 197,450 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $3.95M.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1912 holding.
  • Raymond James Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's First Trust Short Duration Managed Municipal ETF position peaked at $34.9M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.