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

$20.08 +0.00 (+0.02%)
As of 01:24 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$120.05M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$21.30M
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FSMB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025 TruWealth Advisors LLC641,990$12.89M0.7%+3.1%2.642%
10/6/2025 Inspirion Wealth Advisors LLC39,630$793K0.1%+15.6%0.163%
10/6/2025 Nilsine Partners LLC246,573$4.95M0.4%+8.9%1.015%
10/1/2025 Hobart Private Capital LLC56,667$1.14M0.2%+53.0%0.240%
9/4/2025Osaic Holdings Inc.257,639$5.13M0.0%+63.4%1.092%
8/29/2025Evolution Wealth Management Inc.1,640$33K0.0%N/A0.007%
8/15/2025FSB Premier Wealth Management Inc.50,104$997K0.4%-7.6%0.212%
8/15/2025Visionary Wealth Advisors143,757$2.86M0.1%-4.0%0.609%
8/15/2025Snowden Capital Advisors LLC12,337$246K0.0%-27.0%0.052%
8/15/2025Orion Porfolio Solutions LLC36,041$717K0.0%-72.9%0.153%
8/15/2025MML Investors Services LLC147,036$2.93M0.0%-34.0%0.623%
8/15/2025Modern Wealth Management LLC26,572$529K0.0%-15.6%0.113%
8/14/2025Jane Street Group LLC38,812$773K0.0%-38.4%0.164%
8/14/2025Raymond James Financial Inc.1,751,968$34.87M0.0%+3.1%7.424%
8/14/2025NewEdge Advisors LLC417,780$8.32M0.0%+12.8%1.770%
8/14/2025BlackDiamond Wealth Management LLC10,635$212K0.1%-4.5%0.045%
8/13/2025Per Stirling Capital Management LLC.184,683$3.68M0.5%+8.6%0.783%
8/13/2025StoneX Group Inc.75,504$1.50M0.1%+21.5%0.320%
8/12/2025Financial Advocates Investment Management59,265$1.18M0.1%-1.2%0.251%
8/12/2025Journey Strategic Wealth LLC12,445$248K0.0%-19.9%0.053%
8/12/2025JPMorgan Chase & Co.245,974$4.90M0.0%+46.8%1.042%
8/8/2025Rockefeller Capital Management L.P.416,195$8.28M0.0%-2.9%1.756%
8/8/2025Hedeker Wealth LLC11,146$222K0.1%-79.7%0.047%
8/8/2025Cetera Investment Advisers190,924$3.80M0.0%+19.9%0.806%
8/8/2025Advisory Resource Group124,929$2.49M0.5%+4.3%0.527%
8/8/2025Security Financial Services INC.36,178$720K0.1%+11.4%0.153%
8/8/2025Francis Financial Inc.133,797$2.66M0.6%-1.5%0.565%
8/7/2025Allworth Financial LP256,449$5.11M0.0%+43.3%1.082%
8/6/2025Prospera Financial Services Inc40,499$806K0.0%+2.1%0.171%
8/6/2025AE Wealth Management LLC16,550$329K0.0%+39.0%0.070%
8/4/2025IFG Advisory LLC10,342$206K0.0%N/A0.044%
8/1/2025Envestnet Asset Management Inc.340,535$6.78M0.0%-16.1%1.437%
7/31/2025 Hobart Private Capital LLC37,031$737K0.2%-44.6%0.156%
7/30/2025EnRich Financial Partners LLC381,862$7.60M2.3%+2.0%1.611%
7/30/2025Castle Wealth Management LLC18,248$363K0.1%+55.3%0.077%
7/29/2025Stratos Wealth Partners LTD.39,337$783K0.0%N/A0.166%
7/28/2025RFG Advisory LLC45,395$904K0.0%+8.4%0.192%
7/25/2025Envestnet Portfolio Solutions Inc.118,889$2.37M0.0%+0.5%0.502%
7/24/2025IFP Advisors Inc102,208$2.03M0.1%+6.6%0.431%
7/24/2025Insight Inv LLC80,310$1.60M1.1%-13.2%0.339%
7/23/2025Prime Capital Investment Advisors LLC28,264$563K0.0%+2.1%0.119%
7/22/2025Simplicity Wealth LLC28,402$565K0.0%+100.0%0.120%
7/18/2025Truist Financial Corp75,748$1.51M0.0%-10.1%0.320%
7/17/2025Genesis Private Wealth LLC59,446$1.18M0.6%+5.7%0.251%
7/16/2025One Plus One Wealth Management LLC39,108$778K0.4%+14.7%0.165%
7/16/2025PFS Partners LLC718,763$14.31M7.2%-4.5%3.033%
7/15/2025Avaii Wealth Management LLC50,772$1.01M0.4%+21.7%0.214%
7/14/2025Occidental Asset Management LLC45,536$906K0.1%-2.1%0.193%
7/11/2025Farther Finance Advisors LLC5,154$103K0.0%+29.7%0.022%
7/10/2025Wealth Enhancement Advisory Services LLC34,113$680K0.0%-9.8%0.145%
7/9/2025Keystone Wealth Services LLC16,500$328K0.1%+43.5%0.070%
7/9/2025 Inspirion Wealth Advisors LLC34,295$683K0.1%-3.4%0.146%
7/8/2025RMR Wealth Builders862,168$17.16M1.6%+6.0%3.661%
7/7/2025Vishria Bird Financial Group LLC89,701$1.79M0.6%-0.7%0.381%
7/7/2025 TruWealth Advisors LLC622,789$12.40M0.7%+5.4%2.645%
6/2/2025Integrity Wealth Advisors Inc.11,931$237K0.2%-16.7%0.052%
6/2/2025Modern Wealth Management LLC31,468$625K0.0%-8.2%0.137%
5/19/2025Jane Street Group LLC63,011$1.25M0.0%+205.2%0.279%
5/15/2025Royal Bank of Canada424,996$8.45M0.0%+3.7%1.881%
5/14/2025Comerica Bank85,291$1.70M0.0%+9.8%0.377%
5/14/2025Kestra Advisory Services LLC164,322$3.27M0.0%-35.3%0.727%
5/14/2025Capital Analysts LLC10,935$217K0.0%+15.8%0.048%
5/14/2025GSG Advisors LLC20,081$393K0.1%-3.1%0.089%
5/13/2025Raymond James Financial Inc.1,698,479$33.75M0.0%+8.6%7.515%
5/13/2025Francis Financial Inc.135,810$2.70M0.7%+49.5%0.601%
5/13/2025HighTower Advisors LLC822,443$16.34M0.0%+12.3%3.639%
5/13/2025Core Wealth Partners LLC37,045$736K0.4%-41.4%0.164%
5/12/2025Condor Capital Management232,827$4.63M0.4%+2.2%1.030%
5/8/2025Howard Capital Management Inc.14,492$288K0.0%N/A0.064%
5/7/2025LPL Financial LLC1,236,069$24.56M0.0%-6.2%5.469%
5/7/2025Security Financial Services INC.32,472$645K0.1%+14.6%0.144%
5/6/2025Hedeker Wealth LLC54,794$1.09M0.3%+2.6%0.242%
5/6/2025Cetera Investment Advisers159,226$3.16M0.0%-1.4%0.705%
5/6/2025Avantax Advisory Services Inc.17,235$342K0.0%N/A0.076%
5/6/2025Brookwood Investment Group LLC13,862$275K0.0%N/A0.061%
5/6/2025Principle Wealth Partners LLC16,355$325K0.0%-9.0%0.072%
5/6/2025Journey Strategic Wealth LLC15,546$309K0.0%-6.0%0.069%
5/6/2025AE Wealth Management LLC11,910$237K0.0%+271.6%0.053%
5/5/2025IFP Advisors Inc95,909$1.91M0.1%-7.3%0.424%
5/5/2025Kestra Private Wealth Services LLC15,015$298K0.0%-64.1%0.066%
5/5/2025Private Advisor Group LLC30,002$596K0.0%-8.1%0.133%
5/2/2025James Investment Research Inc.43,586$866K0.1%N/A0.193%
4/30/2025Allworth Financial LP178,931$3.52M0.0%-2.4%0.792%
4/30/2025Alpha Cubed Investments LLC13,580$270K0.0%N/A0.060%
4/30/2025Crossmark Global Holdings Inc.42,684$848K0.0%N/A0.189%
4/29/2025Envestnet Asset Management Inc.405,680$8.06M0.0%+4.6%1.795%
4/29/2025Capital Investment Advisory Services LLC17,244$343K0.0%+3.7%0.076%
4/28/2025D.A. Davidson & CO.36,637$728K0.0%-15.5%0.162%
4/28/2025Mutual Advisors LLC74,227$1.46M0.0%-3.0%0.328%
4/28/2025Private Trust Co. NA9,581$190K0.0%+1,455.4%0.042%
4/28/2025Vishria Bird Financial Group LLC90,321$1.80M0.6%-0.6%0.400%
4/28/2025Arbor Capital Management Inc. ADV36,789$732K0.7%+3.8%0.163%
4/25/2025EnRich Financial Partners LLC374,385$7.44M2.5%+9.8%1.660%
4/25/2025Insight Inv LLC92,560$1.84M0.7%-1.1%0.410%
4/25/2025Naviter Wealth LLC17,626$351K0.0%+27.1%0.078%
4/22/2025Cambridge Investment Research Advisors Inc.27,415$545K0.0%-40.3%0.122%
4/22/2025Nilsine Partners LLC220,773$4.39M0.5%-12.5%0.979%
4/21/2025Advisory Resource Group119,740$2.38M0.5%+6.1%0.531%
4/21/2025Envestnet Portfolio Solutions Inc.118,285$2.35M0.0%+20.7%0.525%
4/17/2025Dynamic Advisor Solutions LLC47,828$950K0.0%+200.9%0.212%
(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, 139 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. ($34.87M), LPL Financial LLC ($24.56M), Raymond James Financial Services Advisors Inc. ($23.08M), RMR Wealth Builders ($17.16M), HighTower Advisors LLC ($16.34M), PFS Partners LLC ($14.31M), and TruWealth Advisors LLC ($12.89M).Learn more on First Trust Short Duration Managed Municipal ETF's institutional investors.

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

Of the 116 institutional investors that purchased First Trust Short Duration Managed Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($3.32M), PFS Partners LLC ($743.90K), RMR Wealth Builders ($414.46K), HighTower Advisors LLC ($205.62K), Allworth Financial LP ($200.99K), International Assets Investment Management LLC ($158.16K), and TruWealth Advisors LLC ($146.13K).

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

Institutional investors have bought a total of 6,044,365 shares in the last 24 months. This purchase volume represents approximately $120.05M in transactions.

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

Of the 55 institutional investors that sold First Trust Short Duration Managed Municipal ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Porfolio Solutions LLC ($96.76K), Kestra Advisory Services LLC ($89.48K), LPL Financial LLC ($82.32K), MML Investors Services LLC ($75.69K), Envestnet Asset Management Inc. ($71.31K), Orion Portfolio Solutions LLC ($45.17K), and Hedeker Wealth LLC ($43.65K).

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

Institutional investors have sold a total of 1,070,391 shares in the last 24 months. This volume of shares sold represents approximately $21.30M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 10/8/2025 by MarketBeat.com Staff
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