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Strategy Asset Managers’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Strategy Asset Managers’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 		$286K Hold
14,330
– – 0.05% 222
2025
Q4 		$287K Buy
+14,330
New +$287K 0.05% 217

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

Strategy Asset Managers's FSMB Position: Q1 2026 in Review

Strategy Asset Managers held its First Trust Short Duration Managed Municipal ETF (FSMB) position steady in Q1 2026 at 14,330 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #222.

Strategy Asset Managers first reported a position in FSMB in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Strategy Asset Managers held 14,330 shares of First Trust Short Duration Managed Municipal ETF worth $286K as of Q1 2026.
  • Strategy Asset Managers left its First Trust Short Duration Managed Municipal ETF share count unchanged in Q1 2026.
  • First Trust Short Duration Managed Municipal ETF made up 0.05% of Strategy Asset Managers's portfolio in Q1 2026, its #222 holding.
  • Strategy Asset Managers first reported a position in First Trust Short Duration Managed Municipal ETF in Q4 2025 and has held it in 2 quarters since.
  • Strategy Asset Managers's First Trust Short Duration Managed Municipal ETF position peaked at $287K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.