Stifel Financial

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

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return