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

Sowell 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
Q1 		$1.27M Sell
63,735
-15,624
-20% -$314K 0.05% 390
2025
Q4 		$1.59M Sell
79,359
-38,375
-33% -$770K 0.06% 327
2025
Q3 		$2.36M Buy
117,734
+514
+0.4% +$10.3K 0.09% 246
2025
Q2 		$2.33M Buy
117,220
+447
+0.4% +$8.85K 0.1% 218
2025
Q1 		$2.32M Buy
116,773
+408
+0.4% +$8.12K 0.11% 202
2024
Q4 		$2.31M Buy
+116,365
New +$2.32M 0.12% 188
2023
Q2 		– Sell
-12,920
Closed -$257K – 647
2023
Q1 		$257K Buy
+12,920
New +$256K 0.02% 615

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

Sowell Financial Services's FSMB Position: Q1 2026 in Review

Sowell Financial Services reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 20% in Q1 2026, selling an estimated $314K and leaving 63,735 shares worth $1.27M. The position accounts for 0.05% of the portfolio, ranked #390.

Sowell Financial Services first reported a position in FSMB in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.36M in Q3 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Sowell Financial Services held 63,735 shares of First Trust Short Duration Managed Municipal ETF worth $1.27M as of Q1 2026.
  • Sowell Financial Services sold 15,624 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $314K.
  • First Trust Short Duration Managed Municipal ETF made up 0.05% of Sowell Financial Services's portfolio in Q1 2026, its #390 holding.
  • Sowell Financial Services first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2023 and has held it in 7 quarters since.
  • Sowell Financial Services's First Trust Short Duration Managed Municipal ETF position peaked at $2.36M in Q3 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.