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Steward Partners Investment Advisory’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Steward Partners Investment Advisory’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 		$1.28M Buy
63,793
+1,869
+3% +$37.4K 0.01% 1142
2026
Q1 		$1.24M Buy
61,924
+60,424
+4,028% +$1.22M 0.01% 1048
2025
Q4 		$30.1K Hold
1,500
– – ﹤0.01% 2943
2025
Q3 		$30.1K Hold
1,500
– – ﹤0.01% 2890
2025
Q2 		$29.9K Hold
1,500
– – ﹤0.01% 2740
2025
Q1 		$29.8K Sell
1,500
-600
-29% -$11.9K ﹤0.01% 2633
2024
Q4 		$41.7K Hold
2,100
– – ﹤0.01% 2432
2024
Q3 		$42K Sell
2,100
-31,507
-94% -$629K ﹤0.01% 2321
2024
Q2 		$664K Sell
33,607
-10,555
-24% -$209K 0.01% 945
2024
Q1 		$876K Sell
44,162
-391
-0.9% -$7.78K 0.01% 845
2023
Q4 		$889K Sell
44,553
-19,926
-31% -$391K 0.01% 775
2023
Q3 		$1.25M Buy
64,479
+3,395
+6% +$66.7K 0.02% 604
2023
Q2 		$1.21M Buy
61,084
+1,589
+3% +$31.4K 0.02% 633
2023
Q1 		$1.18M Buy
59,495
+29,810
+100% +$591K 0.02% 642
2022
Q4 		$586K Buy
29,685
+1,217
+4% +$23.9K 0.01% 843
2022
Q3 		$555K Buy
28,468
+6,202
+28% +$123K 0.01% 819
2022
Q2 		$442K Buy
+22,266
New +$443K 0.01% 891

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

Steward Partners Investment Advisory's FSMB Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 3% in Q2 2026, buying an estimated $37.4K and bringing the position to 63,793 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1142.

Steward Partners Investment Advisory first reported a position in FSMB in Q2 2022 and has held it in 17 quarters since. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Steward Partners Investment Advisory held 63,793 shares of First Trust Short Duration Managed Municipal ETF worth $1.28M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,869 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $37.4K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1142 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and has held it in 17 quarters since.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.