UBS Group
FSMB icon

UBS Group’s First Trust Short Duration Managed Municipal ETF FSMB Stock Holding History

UBS 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
Q2 		$14.3M Buy
713,289
+35,165
+5% +$703K ﹤0.01% 3044
2026
Q1 		$13.5M Sell
678,124
-7,756
-1% -$156K ﹤0.01% 3026
2025
Q4 		$13.7M Buy
685,880
+5,687
+0.8% +$114K ﹤0.01% 2961
2025
Q3 		$13.7M Sell
680,193
-80,387
-11% -$1.61M ﹤0.01% 2964
2025
Q2 		$15.1M Buy
760,580
+52,720
+7% +$1.04M ﹤0.01% 2670
2025
Q1 		$14.1M Buy
707,860
+127,230
+22% +$2.53M ﹤0.01% 2698
2024
Q4 		$11.5M Buy
580,630
+31,487
+6% +$628K ﹤0.01% 2889
2024
Q3 		$11M Sell
549,143
-6,363
-1% -$127K ﹤0.01% 2280
2024
Q2 		$11M Sell
555,506
-1,228
-0.2% -$24.3K ﹤0.01% 2142
2024
Q1 		$11M Buy
556,734
+222,833
+67% +$4.43M ﹤0.01% 2192
2023
Q4 		$6.66M Sell
333,901
-15,285
-4% -$300K ﹤0.01% 2460
2023
Q3 		$6.77M Buy
349,186
+8,903
+3% +$175K ﹤0.01% 2291
2023
Q2 		$6.72M Buy
340,283
+34,927
+11% +$691K ﹤0.01% 2301
2023
Q1 		$6.07M Sell
305,356
-65,509
-18% -$1.3M ﹤0.01% 2333
2022
Q4 		$7.32M Buy
370,865
+198,629
+115% +$3.9M ﹤0.01% 2149
2022
Q3 		$3.36M Buy
172,236
+14,096
+9% +$280K ﹤0.01% 2707
2022
Q2 		$3.14M Buy
+158,140
New +$3.14M ﹤0.01% 2758
2021
Q1 		– Sell
-204
Closed -$4K – 9150
2020
Q4 		$4K Sell
204
-573
-74% -$11.9K ﹤0.01% 7907
2020
Q3 		$16K Buy
+777
New +$16K ﹤0.01% 6472
2020
Q2 		– Sell
-1,038
Closed -$21K – 8080
2020
Q1 		$21K Buy
+1,038
New +$21.2K ﹤0.01% 6461

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
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
VPW
Vaquero Private Wealth Dallas, Texas $486M AUM

UBS Group's FSMB Position: Q2 2026 in Review

UBS Group increased its First Trust Short Duration Managed Municipal ETF (FSMB) stake by 5.2% in Q2 2026, buying an estimated $703K and bringing the position to 713,289 shares worth $14.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

UBS Group first reported a position in FSMB in Q1 2020 and has held it in 20 quarters since. The position peaked at $15.1M in Q2 2025. 140 funds tracked by Wall St. Rank hold FSMB as of Q2 2026.

  • UBS Group held 713,289 shares of First Trust Short Duration Managed Municipal ETF worth $14.3M as of Q2 2026.
  • UBS Group bought 35,165 First Trust Short Duration Managed Municipal ETF shares in Q2 2026, an estimated $703K.
  • First Trust Short Duration Managed Municipal ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3044 holding.
  • UBS Group first reported a position in First Trust Short Duration Managed Municipal ETF in Q1 2020 and has held it in 20 quarters since.
  • UBS Group's First Trust Short Duration Managed Municipal ETF position peaked at $15.1M in Q2 2025.
  • 140 funds tracked by Wall St. Rank held First Trust Short Duration Managed Municipal ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.