Free Trial
→ Donald Trump is about to free crypto from its chains … (From Weiss Ratings) (Ad) Buy FSMB Stock  Free FSMB Stock Alerts

First Trust Short Duration Managed Municipal ETF (FSMB) Institutional Ownership

$19.78 +0.02 (+0.10%)
As of 05/1/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$104.70M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$11.04M
Get FSMB Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Short Duration Managed Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FSMB Institutional Buying and Selling by Quarter

First Trust Short Duration Managed Municipal ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025 Allworth Financial LP178,931$3.52M0.0%-2.4%0.792%
4/30/2025 Alpha Cubed Investments LLC13,580$270K0.0%N/A0.060%
4/30/2025 Crossmark Global Holdings Inc.42,684$848K0.0%N/A0.189%
4/29/2025 Envestnet Asset Management Inc.405,680$8.06M0.0%+4.6%1.795%
4/29/2025 Capital Investment Advisory Services LLC17,244$343K0.0%+3.7%0.076%
4/28/2025 D.A. Davidson & CO.36,637$728K0.0%-15.5%0.162%
4/28/2025 Mutual Advisors LLC74,227$1.46M0.0%-3.0%0.328%
4/28/2025 Private Trust Co. NA9,581$190K0.0%+1,455.4%0.042%
4/28/2025 Vishria Bird Financial Group LLC90,321$1.80M0.6%-0.6%0.400%
4/28/2025 Arbor Capital Management Inc. ADV36,789$732K0.7%+3.8%0.163%
4/25/2025 EnRich Financial Partners LLC374,385$7.44M2.5%+9.8%1.660%
4/25/2025 Insight Inv LLC92,560$1.84M0.7%-1.1%0.410%
4/25/2025 Naviter Wealth LLC17,626$351K0.0%+27.1%0.078%
4/22/2025 Cambridge Investment Research Advisors Inc.27,415$545K0.0%-40.3%0.122%
4/22/2025 Nilsine Partners LLC220,773$4.39M0.5%-12.5%0.979%
4/21/2025 Advisory Resource Group119,740$2.38M0.5%+6.1%0.531%
4/21/2025 Envestnet Portfolio Solutions Inc.118,285$2.35M0.0%+20.7%0.525%
4/17/2025 Dynamic Advisor Solutions LLC47,828$950K0.0%+200.9%0.212%
4/16/2025 Avaii Wealth Management LLC41,735$829K0.4%+15.6%0.185%
4/16/2025 RMR Wealth Builders813,010$16.15M1.7%+14.1%3.605%
4/15/2025 Simplicity Wealth LLC14,201$282K0.0%N/A0.063%
4/15/2025 Trust Co. of Oklahoma33,043$657K0.2%-12.8%0.147%
4/10/2025 Naples Global Advisors LLC12,000$238K0.0%-11.1%0.053%
4/10/2025 TruWealth Advisors LLC591,128$11.75M0.7%+8.0%2.621%
4/9/2025 RFG Advisory LLC41,876$832K0.0%+26.6%0.186%
4/9/2025 NBC Securities Inc.5,674$112K0.0%+113,380.0%0.025%
4/1/2025 Hobart Private Capital LLC66,843$1.33M0.3%-6.4%0.299%
3/17/2025 Wealth Enhancement Advisory Services LLC37,672$747K0.0%+9.1%0.169%
2/28/2025Brooklyn FI LLC23,226$464K0.1%N/A0.111%
2/25/2025Armis Advisers LLC26,743$531K0.1%N/A0.128%
2/18/2025 Western Wealth Management LLC20,181$400K0.1%N/A0.097%
2/18/2025 Novem Group13,000$258K0.0%N/A0.062%
2/17/2025Visionary Wealth Advisors209,205$4.15M0.2%+6.8%1.003%
2/17/2025Snowden Capital Advisors LLC26,392$524K0.0%-6.4%0.127%
2/17/2025Francis Financial Inc.90,835$1.80M0.4%+23.5%0.436%
2/17/2025Cetera Investment Advisers161,483$3.20M0.0%-18.7%0.774%
2/14/2025Jane Street Group LLC20,648$410K0.0%N/A0.099%
2/14/2025Comerica Bank77,670$1.54M0.0%+85.3%0.373%
2/14/2025Coppell Advisory Solutions LLC12,026$238K0.0%+376.1%0.058%
2/14/2025Stifel Financial Corp222,331$4.41M0.0%-9.5%1.066%
James Altucher: Do not invest in AI unless… (Ad)

I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportunities could be even bigger.

>>>See the 2 AI investing traps here now<<<
2/14/2025MML Investors Services LLC237,619$4.71M0.0%+5.7%1.140%
2/13/2025NewEdge Advisors LLC193,320$3.84M0.0%+5.0%0.927%
2/13/2025Integrity Wealth Advisors Inc.14,325$284K0.2%N/A0.069%
2/13/2025Mariner LLC11,138$221K0.0%-42.1%0.053%
2/13/2025 EnRich Financial Partners LLC341,099$6.77M2.3%+12.2%1.636%
2/13/2025Raymond James Financial Inc.1,563,861$31.03M0.0%N/A7.501%
2/13/2025 Envestnet Asset Management Inc.387,888$7.70M0.0%-1.6%1.860%
2/13/2025Wells Fargo & Company MN210,015$4.17M0.0%+8.0%1.007%
2/12/2025 World Investment Advisors24,006$476K0.0%N/A0.115%
2/12/2025Front Row Advisors LLC5,000$99K0.0%N/A0.024%
2/12/2025StoneX Group Inc.41,711$828K0.1%+23.4%0.200%
2/12/2025FSB Premier Wealth Management Inc.54,492$1.08M0.4%+3.2%0.261%
2/12/2025Tucker Asset Management LLC1,558$31K0.0%N/A0.007%
2/12/2025Orion Portfolio Solutions LLC150,984$3.00M0.0%-14.1%0.724%
2/12/2025JPMorgan Chase & Co.175,263$3.48M0.0%-0.5%0.841%
2/12/2025Core Wealth Partners LLC63,227$1.25M0.7%+7.4%0.303%
2/11/2025Modern Wealth Management LLC33,198$662K0.0%-31.4%0.159%
2/11/2025LPL Financial LLC1,318,387$26.16M0.0%+11.8%6.323%
2/11/2025Condor Capital Management227,821$4.52M0.4%+1.7%1.093%
2/11/2025Brooklyn FI LLC23,226$464K0.0%N/A0.111%
2/10/2025 Arbor Capital Management Inc. ADV35,427$705K0.7%+2.9%0.170%
2/10/2025 Creative Financial Designs Inc. ADV2,679$53K0.0%+490.1%0.013%
2/10/2025Eldridge Investment Advisors Inc.51,107$1.01M0.2%-6.5%0.245%
2/10/2025Harbour Investments Inc.2,742$54K0.0%-80.7%0.013%
2/10/2025 Envestnet Portfolio Solutions Inc.97,963$1.94M0.0%+13.6%0.470%
2/10/2025Commonwealth Equity Services LLC101,216$2.01M0.0%+7.9%0.485%
2/10/2025 Farther Finance Advisors LLC4,070$81K0.0%N/A0.020%
2/7/2025HighTower Advisors LLC732,127$14.53M0.0%+0.7%3.511%
2/7/2025Independent Advisor Alliance87,959$1.75M0.0%N/A0.422%
2/7/2025 Sowell Financial Services LLC116,365$2.31M0.1%N/A0.558%
2/7/2025 Naviter Wealth LLC13,865$275K0.0%-9.0%0.066%
2/6/2025Raymond James Financial Inc.1,563,861$31.03M0.0%N/A7.501%
2/6/2025Atria Investments Inc11,776$234K0.0%-14.0%0.056%
2/4/2025IFP Advisors Inc103,464$2.05M0.1%+6.5%0.496%
2/3/2025 Concurrent Investment Advisors LLC43,468$862K0.0%+6.8%0.208%
2/3/2025Private Advisor Group LLC32,640$648K0.0%+18.4%0.157%
1/31/2025 D.A. Davidson & CO.43,332$860K0.0%-27.6%0.208%
1/31/2025 Truist Financial Corp64,776$1.29M0.0%+177.7%0.311%
1/30/2025 Tcfg Wealth Management LLC18,465$366K0.2%+13.1%0.089%
1/30/2025 Allworth Financial LP183,356$3.64M0.0%+18.5%0.879%
1/30/2025 Walkner Condon Financial Advisors LLC14,855$295K0.1%-30.0%0.071%
1/29/2025 One Plus One Wealth Management LLC33,976$674K0.4%-1.7%0.163%
1/29/2025 Castle Wealth Management LLC11,748$233K0.1%N/A0.056%
1/28/2025Kestra Private Wealth Services LLC41,802$829K0.0%-5.7%0.200%
1/28/2025 Advisory Resource Group112,880$2.24M0.5%+2.3%0.541%
1/28/2025 Farmers & Merchants Investments Inc.1,733$34K0.0%N/A0.008%
1/28/2025Kingsview Wealth Management LLC10,000$198K0.0%-11.2%0.048%
1/27/2025Hedeker Wealth LLC53,390$1.06M0.3%N/A0.256%
1/27/2025Summit Wealth Partners LLC22,827$453K0.1%+31.7%0.109%
1/27/2025 PFS Partners LLC752,860$14.94M8.0%+17.3%3.611%
James Altucher: Do not invest in AI unless… (Ad)

I made millions during the crypto boom. Many “experts” are now saying… Artificial Intelligence opportunities could be even bigger.

>>>See the 2 AI investing traps here now<<<
1/23/2025 Alta Wealth Advisors LLC10,831$215K0.1%-34.1%0.052%
1/23/2025 Capital Investment Advisory Services LLC16,632$330K0.0%+10.4%0.080%
1/23/2025 Iams Wealth Management LLC11,164$221K0.1%-14.1%0.054%
1/23/2025 Foster Victor Wealth Advisors LLC27,870$554K0.0%+6.9%0.134%
1/22/2025 Nilsine Partners LLC252,300$5.01M0.5%+5.5%1.210%
1/21/2025 Avaii Wealth Management LLC36,100$716K0.4%+79.3%0.173%
1/21/2025 Insight Inv LLC93,630$1.86M1.3%+34.4%0.449%
1/21/2025 Dynamic Advisor Solutions LLC15,893$315K0.0%N/A0.076%
1/17/2025 Mutual Advisors LLC76,487$1.52M0.0%-0.8%0.367%
1/17/2025 Janney Montgomery Scott LLC12,314$244K0.0%-16.3%0.059%
(Data available from 1/1/2016 forward)

FSMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMB shares?

During the previous two years, 137 institutional investors and hedge funds held shares of First Trust Short Duration Managed Municipal ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($31.03M), LPL Financial LLC ($26.16M), Raymond James Financial Services Advisors Inc. ($23.08M), RMR Wealth Builders ($16.15M), PFS Partners LLC ($14.94M), HighTower Advisors LLC ($14.53M), and TruWealth Advisors LLC ($11.75M).Learn more on FSMB's institutional investors.

Which institutional investors have been buying First Trust Short Duration Managed Municipal ETF stock?

Of the 114 institutional investors that purchased First Trust Short Duration Managed Municipal ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.13M), PFS Partners LLC ($743.90K), RMR Wealth Builders ($468.68K), LPL Financial LLC ($343.05K), Visionary Wealth Advisors ($197.52K), First Heartland Consultants Inc. ($197.44K), and International Assets Investment Management LLC ($158.16K).

How much institutional buying is happening at First Trust Short Duration Managed Municipal ETF?

Institutional investors have bought a total of 8,570,601 shares in the last 24 months. This purchase volume represents approximately $169.94M in transactions.

Which First Trust Short Duration Managed Municipal ETF major shareholders have been selling company stock?

Of the 72 institutional investors that sold First Trust Short Duration Managed Municipal ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LWS Wealth Advisors Inc. ($515.58K), Orion Portfolio Solutions LLC ($365.31K), Raymond James Financial Services Advisors Inc. ($264.09K), LPL Financial LLC ($254.59K), Per Stirling Capital Management LLC. ($120.21K), Cambridge Investment Research Advisors Inc. ($107.89K), and Atria Investments Inc ($87.38K).

How much institutional selling is happening at First Trust Short Duration Managed Municipal ETF?

Institutional investors have sold a total of 2,831,724 shares in the last 24 months. This volume of shares sold represents approximately $55.82M in transactions.


Related Companies

This page (NYSEARCA:FSMB) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
The next market Nvidia is positioned to dominate …
Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang s...
Weiss Ratings | Sponsored
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Elon Set to Shock the World by May 1st ?
Tech legend Jeff Brown recently traveled to the industrial zone of South Memphis to investigate what he believ...
Brownstone Research | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored