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StoneX Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

StoneX Group’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 		– Sell
-63,191
Closed -$1.27M – 1033
2025
Q4 		$1.27M Sell
63,191
-13,916
-18% -$279K 0.06% 286
2025
Q3 		$1.55M Buy
77,107
+1,603
+2% +$32.1K 0.07% 246
2025
Q2 		$1.5M Buy
75,504
+13,349
+21% +$264K 0.07% 231
2025
Q1 		$1.24M Buy
62,155
+20,444
+49% +$407K 0.07% 249
2024
Q4 		$828K Buy
41,711
+7,913
+23% +$158K 0.05% 327
2024
Q3 		$676K Buy
33,798
+11,864
+54% +$237K 0.05% 292
2024
Q2 		$434K Sell
21,934
-55,364
-72% -$1.09M 0.03% 362
2024
Q1 		$1.53M Sell
77,298
-1,070
-1% -$21.3K 0.14% 143
2023
Q4 		$1.56M Buy
78,368
+510
+0.7% +$10K 0.16% 121
2023
Q3 		$1.51M Sell
77,858
-4,064
-5% -$79.9K 0.16% 111
2023
Q2 		$1.62M Buy
81,922
+1,399
+2% +$27.7K 0.17% 112
2023
Q1 		$1.6M Buy
80,523
+6,302
+8% +$125K 0.18% 105
2022
Q4 		$1.47M Buy
74,221
+1,000
+1% +$19.6K 0.17% 113
2022
Q3 		$1.43M Hold
73,221
– – 0.2% 107
2022
Q2 		$1.45M Buy
+73,221
New +$1.46M 0.18% 114

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $110B AUM 26.29% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

StoneX Group's FSMB Position: Q1 2026 in Review

StoneX Group sold out of First Trust Short Duration Managed Municipal ETF (FSMB) in Q1 2026, closing a stake of 63,191 shares — an estimated $1.27M sold.

StoneX Group first reported a position in FSMB in Q2 2022 and held it in 15 quarters. The position peaked at $1.62M in Q2 2023. 140 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • StoneX Group reported no remaining First Trust Short Duration Managed Municipal ETF position as of Q1 2026 after selling out during the quarter.
  • StoneX Group sold 63,191 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $1.27M.
  • StoneX Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2022 and held it in 15 quarters.
  • StoneX Group's First Trust Short Duration Managed Municipal ETF position peaked at $1.62M in Q2 2023.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.