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	New	+$832K	0.05%	327
2023 Q1	–	Sell	-74,221	Closed	-$1.47M	–	536
2022 Q4	$1.47M	Buy	74,221 +1,000	+1%	+$19.6K	0.21%	75
2022 Q3	$1.43M	Hold	73,221	–	–	0.27%	72
2022 Q2	$1.45M	Buy	+73,221	New	+$1.46M	0.24%	75

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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 8 quarters. The position peaked at $1.55M in Q3 2025. 139 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 8 quarters.
StoneX Group's First Trust Short Duration Managed Municipal ETF position peaked at $1.55M in Q3 2025.
139 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.