Truist Financial
FSMB icon

Truist Financial’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

Truist 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 		$923K Sell
46,220
-4,528
-9% -$91.1K ﹤0.01% 1748
2025
Q4 		$1.02M Buy
50,748
+4,891
+11% +$98.1K ﹤0.01% 1654
2025
Q3 		$921K Sell
45,857
-29,891
-39% -$598K ﹤0.01% 1705
2025
Q2 		$1.51M Sell
75,748
-8,501
-10% -$168K ﹤0.01% 1414
2025
Q1 		$1.67M Buy
84,249
+19,473
+30% +$388K ﹤0.01% 1302
2024
Q4 		$1.29M Buy
64,776
+41,448
+178% +$826K ﹤0.01% 1433
2024
Q3 		$467K Buy
23,328
+12,464
+115% +$249K ﹤0.01% 1911
2024
Q2 		$215K Buy
10,864
+103
+1% +$2.04K ﹤0.01% 2465
2024
Q1 		$213K Buy
+10,761
New +$214K ﹤0.01% 2463
2022
Q4 		– Sell
-33,425
Closed -$652K – 2615
2022
Q3 		$652K Hold
33,425
– – ﹤0.01% 1687
2022
Q2 		$663K Buy
33,425
+1,424
+4% +$28.3K ﹤0.01% 1745
2022
Q1 		$643K Sell
32,001
-150
-0.5% -$3.07K ﹤0.01% 1853
2021
Q4 		$669K Sell
32,151
-4,361
-12% -$90.9K ﹤0.01% 1861
2021
Q3 		$762K Buy
36,512
+202
+0.6% +$4.23K ﹤0.01% 1758
2021
Q2 		$759K Buy
+36,310
New +$758K ﹤0.01% 1801

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

Truist Financial's FSMB Position: Q1 2026 in Review

Truist Financial reduced its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 8.9% in Q1 2026, selling an estimated $91.1K and leaving 46,220 shares worth $923K. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Truist Financial first reported a position in FSMB in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.67M in Q1 2025. 139 funds tracked by Wall St. Rank hold FSMB as of Q1 2026.

  • Truist Financial held 46,220 shares of First Trust Short Duration Managed Municipal ETF worth $923K as of Q1 2026.
  • Truist Financial sold 4,528 First Trust Short Duration Managed Municipal ETF shares in Q1 2026, an estimated $91.1K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1748 holding.
  • Truist Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 15 quarters since.
  • Truist Financial's First Trust Short Duration Managed Municipal ETF position peaked at $1.67M in Q1 2025.
  • 139 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.