Rockefeller Capital Management
FSMB icon

Rockefeller Capital Management’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Rockefeller Capital Management’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 		$10.5M Buy
523,415
+13,627
+3% +$272K 0.02% 713
2026
Q1 		$10.2M Buy
509,788
+31,796
+7% +$640K 0.02% 675
2025
Q4 		$9.58M Buy
477,992
+59,982
+14% +$1.2M 0.02% 674
2025
Q3 		$8.39M Buy
418,010
+1,815
+0.4% +$36.3K 0.02% 677
2025
Q2 		$8.28M Sell
416,195
-12,529
-3% -$248K 0.02% 663
2025
Q1 		$8.52M Buy
428,724
+340,317
+385% +$6.77M 0.02% 613
2024
Q4 		$1.75M Sell
88,407
-204
-0.2% -$4.07K ﹤0.01% 1060
2024
Q3 		$1.77M Buy
88,611
+700
+0.8% +$14K ﹤0.01% 1034
2024
Q2 		$1.74M Sell
87,911
-19,936
-18% -$394K ﹤0.01% 1028
2024
Q1 		$2.14M Sell
107,847
-10,388
-9% -$207K 0.01% 983
2023
Q4 		$2.36M Sell
118,235
-1,866
-2% -$36.6K 0.01% 859
2023
Q3 		$2.33M Sell
120,101
-17,574
-13% -$345K 0.01% 788
2023
Q2 		$2.72M Sell
137,675
-2,788
-2% -$55.2K 0.01% 749
2023
Q1 		$2.79M Buy
140,463
+160
+0.1% +$3.17K 0.01% 713
2022
Q4 		$2.77M Buy
140,303
+107,830
+332% +$2.12M 0.01% 655
2022
Q3 		$632K Buy
32,473
+22,473
+225% +$447K ﹤0.01% 1174
2022
Q2 		$198K Buy
+10,000
New +$199K ﹤0.01% 1638

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Rockefeller Capital Management's FSMB Position: Q2 2026 in Review

Rockefeller Capital Management increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 2.7% in Q2 2026, buying an estimated $272K and bringing the position to 523,415 shares worth $10.5M. The position accounts for 0.02% of the portfolio, ranked #713.

Rockefeller Capital Management first reported a position in FSMB in Q2 2022 and has held it in 17 quarters since. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Rockefeller Capital Management held 523,415 shares of First Trust Short Duration Managed Municipal ETF worth $10.5M as of Q2 2026.
  • Rockefeller Capital Management bought 13,627 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $272K.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #713 holding.
  • Rockefeller Capital Management first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 17 quarters since.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.