Royal Bank of Canada
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Royal Bank of Canada’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Royal Bank of Canada’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 		$7.09M Buy
354,639
+31,624
+10% +$632K ﹤0.01% 2333
2026
Q1 		$6.45M Sell
323,015
-156,545
-33% -$3.15M ﹤0.01% 2226
2025
Q4 		$9.61M Buy
479,560
+27,180
+6% +$545K ﹤0.01% 1960
2025
Q3 		$9.08M Sell
452,380
-25,736
-5% -$515K ﹤0.01% 2220
2025
Q2 		$9.52M Buy
478,116
+53,120
+12% +$1.05M ﹤0.01% 2066
2025
Q1 		$8.45M Buy
424,996
+15,155
+4% +$302K ﹤0.01% 1872
2024
Q4 		$8.13M Sell
409,841
-5,698
-1% -$114K ﹤0.01% 1948
2024
Q3 		$8.31M Sell
415,539
-8,867
-2% -$177K ﹤0.01% 1901
2024
Q2 		$8.39M Sell
424,406
-13,071
-3% -$258K ﹤0.01% 1790
2024
Q1 		$8.68M Buy
437,477
+66,765
+18% +$1.33M ﹤0.01% 1770
2023
Q4 		$7.4M Sell
370,712
-56,379
-13% -$1.11M ﹤0.01% 1953
2023
Q3 		$8.28M Sell
427,091
-1,375
-0.3% -$27K ﹤0.01% 1716
2023
Q2 		$8.46M Sell
428,466
-115,288
-21% -$2.28M ﹤0.01% 1703
2023
Q1 		$10.8M Sell
543,754
-59,415
-10% -$1.18M ﹤0.01% 1506
2022
Q4 		$11.9M Buy
603,169
+413,578
+218% +$8.12M ﹤0.01% 1482
2022
Q3 		$3.7M Buy
189,591
+29,220
+18% +$581K ﹤0.01% 2320
2022
Q2 		$3.18M Buy
160,371
+14,467
+10% +$288K ﹤0.01% 2473
2022
Q1 		$2.93M Buy
145,904
+11,025
+8% +$226K ﹤0.01% 2705
2021
Q4 		$2.81M Sell
134,879
-34,468
-20% -$719K ﹤0.01% 2864
2021
Q3 		$3.53M Buy
169,347
+22,425
+15% +$470K ﹤0.01% 2594
2021
Q2 		$3.07M Buy
146,922
+35,471
+32% +$741K ﹤0.01% 2687
2021
Q1 		$2.32M Buy
111,451
+34,174
+44% +$712K ﹤0.01% 2882
2020
Q4 		$1.61M Sell
77,277
-3,870
-5% -$80.1K ﹤0.01% 3116
2020
Q3 		$1.68M Sell
81,147
-18,387
-18% -$380K ﹤0.01% 2839
2020
Q2 		$2.04M Buy
99,534
+16,443
+20% +$333K ﹤0.01% 2592
2020
Q1 		$1.67M Buy
83,091
+82,941
+55,294% +$1.7M ﹤0.01% 2625
2019
Q4 		$3K Buy
+150
New +$3.07K ﹤0.01% 6480
2019
Q3 		– Sell
-71,191
Closed -$1.45M – 6834
2019
Q2 		$1.45M Sell
71,191
-41,614
-37% -$845K ﹤0.01% 3000
2019
Q1 		$2.29M Sell
112,805
-69,075
-38% -$1.4M ﹤0.01% 2578
2018
Q4 		$3.67M Buy
+181,880
New +$3.66M ﹤0.01% 2211

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

Royal Bank of Canada's FSMB Position: Q2 2026 in Review

Royal Bank of Canada increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 9.8% in Q2 2026, buying an estimated $632K and bringing the position to 354,639 shares worth $7.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Royal Bank of Canada first reported a position in FSMB in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.9M in Q4 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Royal Bank of Canada held 354,639 shares of First Trust Short Duration Managed Municipal ETF worth $7.09M as of Q2 2026.
  • Royal Bank of Canada bought 31,624 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $632K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Royal Bank of Canada's portfolio in Q2 2026, its #2333 holding.
  • Royal Bank of Canada first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2018 and has held it in 30 quarters since.
  • Royal Bank of Canada's First Trust Short Duration Managed Municipal ETF position peaked at $11.9M in Q4 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Royal Bank of Canada's 13F filing for Q2 2026, filed 14 Aug 2026.