SPC
FSMB icon

Sigma Planning Corp’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Sigma Planning Corp’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
Q1 		$607K Sell
30,429
-1,124
-4% -$22.6K 0.02% 757
2025
Q4 		$632K Buy
+31,553
New +$633K 0.02% 715
2024
Q3 		– Sell
-10,695
Closed -$211K – 1238
2024
Q2 		$211K Sell
10,695
-248
-2% -$4.9K 0.01% 1067
2024
Q1 		$217K Sell
10,943
-2,754
-20% -$54.8K 0.01% 1105
2023
Q4 		$273K Sell
13,697
-5,202
-28% -$102K 0.02% 660
2023
Q3 		$366K Sell
18,899
-14,066
-43% -$277K 0.01% 843
2023
Q2 		$651K Buy
32,965
+1,249
+4% +$24.7K 0.02% 629
2023
Q1 		$631K Sell
31,716
-13,086
-29% -$260K 0.02% 709
2022
Q4 		$884K Sell
44,802
-5,742
-11% -$113K 0.03% 538
2022
Q3 		$985K Buy
50,544
+4,001
+9% +$79.6K 0.04% 466
2022
Q2 		$924K Buy
46,543
+16,366
+54% +$325K 0.03% 495
2022
Q1 		$606K Buy
30,177
+769
+3% +$15.7K 0.02% 763
2021
Q4 		$612K Buy
29,408
+3,296
+13% +$68.7K 0.02% 761
2021
Q3 		$545K Buy
26,112
+1,269
+5% +$26.6K 0.02% 779
2021
Q2 		$519K Buy
24,843
+3,435
+16% +$71.7K 0.02% 815
2021
Q1 		$446K Buy
21,408
+4,291
+25% +$89.4K 0.01% 806
2020
Q4 		$356K Buy
+17,117
New +$354K 0.01% 814

Other funds holding FSMB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.27B AUM 19.16% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $218M AUM 13.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TA
TruWealth Advisors Metairie, Louisiana $2.08B AUM 21.15% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Sigma Planning Corp's FSMB Position: Q1 2026 in Review

Sigma Planning Corp reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 3.6% in Q1 2026, selling an estimated $22.6K and leaving 30,429 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #757.

Sigma Planning Corp first reported a position in FSMB in Q4 2020 and has held it in 17 quarters since. The position peaked at $985K in Q3 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Sigma Planning Corp held 30,429 shares of First Trust Short Duration Managed Municipal ETF worth $607K as of Q1 2026.
  • Sigma Planning Corp sold 1,124 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $22.6K.
  • First Trust Short Duration Managed Municipal ETF made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #757 holding.
  • Sigma Planning Corp first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2020 and has held it in 17 quarters since.
  • Sigma Planning Corp's First Trust Short Duration Managed Municipal ETF position peaked at $985K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.