SWP
FSMB icon

Stratos Wealth Partners’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Stratos Wealth Partners’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
Q2 		$1.07M Buy
53,421
+3,135
+6% +$62.7K 0.01% 813
2026
Q1 		$1M Buy
50,286
+8,328
+20% +$168K 0.01% 792
2025
Q4 		$841K Buy
41,958
+1,673
+4% +$33.5K 0.01% 833
2025
Q3 		$809K Buy
40,285
+948
+2% +$19K 0.01% 829
2025
Q2 		$783K Buy
+39,337
New +$779K 0.01% 777
2022
Q4 		– Sell
-195,709
Closed -$3.81M – 1159
2022
Q3 		$3.81M Buy
195,709
+87,542
+81% +$1.74M 0.11% 194
2022
Q2 		$2.15M Buy
108,167
+66,297
+158% +$1.32M 0.05% 309
2022
Q1 		$841K Buy
41,870
+4
+0% +$82 0.02% 618
2021
Q4 		$871K Sell
41,866
-32,207
-43% -$671K 0.02% 597
2021
Q3 		$1.55M Sell
74,073
-5,745
-7% -$120K 0.04% 380
2021
Q2 		$1.67M Buy
79,818
+16,708
+26% +$349K 0.04% 394
2021
Q1 		$1.31M Buy
63,110
+1,121
+2% +$23.4K 0.04% 424
2020
Q4 		$1.29M Sell
61,989
-29,986
-33% -$621K 0.04% 387
2020
Q3 		$1.9M Buy
91,975
+10,676
+13% +$220K 0.06% 269
2020
Q2 		$1.67M Buy
81,299
+17,249
+27% +$349K 0.06% 286
2020
Q1 		$1.29M Buy
+64,050
New +$1.31M 0.06% 280

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stratos Wealth Partners's FSMB Position: Q2 2026 in Review

Stratos Wealth Partners increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 6.2% in Q2 2026, buying an estimated $62.7K and bringing the position to 53,421 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #813.

Stratos Wealth Partners first reported a position in FSMB in Q1 2020 and has held it in 16 quarters since. The position peaked at $3.81M in Q3 2022. 139 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Stratos Wealth Partners held 53,421 shares of First Trust Short Duration Managed Municipal ETF worth $1.07M as of Q2 2026.
  • Stratos Wealth Partners bought 3,135 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $62.7K.
  • First Trust Short Duration Managed Municipal ETF made up 0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #813 holding.
  • Stratos Wealth Partners first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 16 quarters since.
  • Stratos Wealth Partners's First Trust Short Duration Managed Municipal ETF position peaked at $3.81M in Q3 2022.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.