Stifel Financial
FSMB icon

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
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

Stifel Financial's FSMB Position: Q1 2026 in Review

Stifel Financial reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 14% in Q1 2026, selling an estimated $616K and leaving 192,572 shares worth $3.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Stifel Financial first reported a position in FSMB in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.91M in Q3 2024. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Stifel Financial held 192,572 shares of First Trust Short Duration Managed Municipal ETF worth $3.84M as of Q1 2026.
  • Stifel Financial sold 30,635 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $616K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1519 holding.
  • Stifel Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q3 2022 and has held it in 15 quarters since.
  • Stifel Financial's First Trust Short Duration Managed Municipal ETF position peaked at $4.91M in Q3 2024.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.