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Stifel Financial’s
First Trust Short Duration Managed Municipal ETF
FSMB
Stock Holding History
Stifel Financial’s Portfolio
FSMB Stock Details
FSMB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$3.84M
Sell
192,572
-30,635
-14%
-$616K
﹤0.01%
1519
2025
Q4
$4.47M
Sell
223,207
-12,896
-5%
-$259K
﹤0.01%
1399
2025
Q3
$4.74M
Buy
236,103
+36,731
+18%
+$735K
﹤0.01%
1340
2025
Q2
$3.97M
Sell
199,372
-9,500
-5%
-$188K
﹤0.01%
1378
2025
Q1
$4.15M
Sell
208,872
-13,459
-6%
-$268K
﹤0.01%
1289
2024
Q4
$4.41M
Sell
222,331
-23,269
-9%
-$464K
﹤0.01%
1283
2024
Q3
$4.91M
Buy
245,600
+26,544
+12%
+$530K
0.01%
1218
2024
Q2
$4.33M
Buy
219,056
+82,739
+61%
+$1.64M
﹤0.01%
1231
2024
Q1
$2.7M
Sell
136,317
-8,202
-6%
-$163K
﹤0.01%
1517
2023
Q4
$2.88M
Buy
144,519
+4,157
+3%
+$81.5K
﹤0.01%
1432
2023
Q3
$2.72M
Buy
140,362
+868
+0.6%
+$17.1K
﹤0.01%
1394
2023
Q2
$2.75M
Buy
139,494
+6,902
+5%
+$137K
﹤0.01%
1413
2023
Q1
$2.64M
Buy
132,592
+13,365
+11%
+$265K
﹤0.01%
1401
2022
Q4
$2.35M
Buy
119,227
+84,658
+245%
+$1.66M
﹤0.01%
1401
2022
Q3
$674K
Buy
+34,569
New
+$688K
﹤0.01%
2239
Other funds holding FSMB
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
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
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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