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
Q2 		$966K Buy
48,334
+2,114
+5% +$42.3K ﹤0.01% 1797
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 $1.89T 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 $104B AUM 28.3% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Truist Financial's FSMB Position: Q2 2026 in Review

Truist Financial increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 4.6% in Q2 2026, buying an estimated $42.3K and bringing the position to 48,334 shares worth $966K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Truist Financial first reported a position in FSMB in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.67M in Q1 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • Truist Financial held 48,334 shares of First Trust Short Duration Managed Municipal ETF worth $966K as of Q2 2026.
  • Truist Financial bought 2,114 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $42.3K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1797 holding.
  • Truist Financial first reported a position in First Trust Short Duration Managed Municipal ETF in Q2 2021 and has held it in 16 quarters since.
  • Truist Financial's First Trust Short Duration Managed Municipal ETF position peaked at $1.67M in Q1 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.