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

$20.00 +0.01 (+0.05%)
Closing price 04:10 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)
88
Total
Institutional Inflows
(last 12 months)
$116.77M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$21.44M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 FSB Premier Wealth Management Inc.50,104$997K0.4%-7.6%0.212%
8/15/2025 Visionary Wealth Advisors143,757$2.86M0.1%-4.0%0.609%
8/15/2025 Snowden Capital Advisors LLC12,337$246K0.0%-27.0%0.052%
8/15/2025 Orion Porfolio Solutions LLC36,041$717K0.0%-72.9%0.153%
8/15/2025 MML Investors Services LLC147,036$2.93M0.0%-34.0%0.623%
8/15/2025 Modern Wealth Management LLC26,572$529K0.0%-15.6%0.113%
8/14/2025 Jane Street Group LLC38,812$773K0.0%-38.4%0.164%
8/14/2025 Raymond James Financial Inc.1,751,968$34.87M0.0%+3.1%7.424%
8/14/2025 NewEdge Advisors LLC417,780$8.32M0.0%+12.8%1.770%
8/14/2025 BlackDiamond Wealth Management LLC10,635$212K0.1%-4.5%0.045%
8/13/2025 Per Stirling Capital Management LLC.184,683$3.68M0.5%+8.6%0.783%
8/13/2025 StoneX Group Inc.75,504$1.50M0.1%+21.5%0.320%
8/12/2025 Financial Advocates Investment Management59,265$1.18M0.1%-1.2%0.251%
8/12/2025 Journey Strategic Wealth LLC12,445$248K0.0%-19.9%0.053%
8/12/2025 JPMorgan Chase & Co.245,974$4.90M0.0%+46.8%1.042%
8/8/2025 Rockefeller Capital Management L.P.416,195$8.28M0.0%-2.9%1.756%
8/8/2025 Hedeker Wealth LLC11,146$222K0.1%-79.7%0.047%
8/8/2025 Cetera Investment Advisers190,924$3.80M0.0%+19.9%0.806%
8/8/2025 Advisory Resource Group124,929$2.49M0.5%+4.3%0.527%
8/8/2025 Security Financial Services INC.36,178$720K0.1%+11.4%0.153%
8/8/2025 Francis Financial Inc.133,797$2.66M0.6%-1.5%0.565%
8/7/2025 Allworth Financial LP256,449$5.11M0.0%+43.3%1.082%
8/6/2025 Prospera Financial Services Inc40,499$806K0.0%+2.1%0.171%
8/6/2025 AE Wealth Management LLC16,550$329K0.0%+39.0%0.070%
8/4/2025 IFG Advisory LLC10,342$206K0.0%N/A0.044%
8/1/2025 Envestnet 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%
7/30/2025 EnRich Financial Partners LLC381,862$7.60M2.3%+2.0%1.611%
7/30/2025 Castle Wealth Management LLC18,248$363K0.1%+55.3%0.077%
7/29/2025 Stratos Wealth Partners LTD.39,337$783K0.0%N/A0.166%
7/28/2025 RFG Advisory LLC45,395$904K0.0%+8.4%0.192%
7/25/2025 Envestnet Portfolio Solutions Inc.118,889$2.37M0.0%+0.5%0.502%
7/24/2025 IFP Advisors Inc102,208$2.03M0.1%+6.6%0.431%
7/24/2025 Insight Inv LLC80,310$1.60M1.1%-13.2%0.339%
7/23/2025 Prime Capital Investment Advisors LLC28,264$563K0.0%+2.1%0.119%
7/22/2025 Simplicity Wealth LLC28,402$565K0.0%+100.0%0.120%
7/18/2025 Truist Financial Corp75,748$1.51M0.0%-10.1%0.320%
7/17/2025 Genesis Private Wealth LLC59,446$1.18M0.6%+5.7%0.251%
7/16/2025 One Plus One Wealth Management LLC39,108$778K0.4%+14.7%0.165%
7/16/2025 PFS Partners LLC718,763$14.31M7.2%-4.5%3.033%
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7/15/2025 Avaii Wealth Management LLC50,772$1.01M0.4%+21.7%0.214%
7/14/2025 Occidental Asset Management LLC45,536$906K0.1%-2.1%0.193%
7/11/2025 Farther Finance Advisors LLC5,154$103K0.0%+29.7%0.022%
7/10/2025 Wealth Enhancement Advisory Services LLC34,113$680K0.0%-9.8%0.145%
7/9/2025 Keystone Wealth Services LLC16,500$328K0.1%+43.5%0.070%
7/9/2025 Inspirion Wealth Advisors LLC34,295$683K0.1%-3.4%0.146%
7/8/2025 RMR Wealth Builders862,168$17.16M1.6%+6.0%3.661%
7/7/2025 Vishria 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%
6/2/2025 Integrity Wealth Advisors Inc.11,931$237K0.2%-16.7%0.052%
6/2/2025 Modern Wealth Management LLC31,468$625K0.0%-8.2%0.137%
5/19/2025 Jane Street Group LLC63,011$1.25M0.0%+205.2%0.279%
5/15/2025 Royal Bank of Canada424,996$8.45M0.0%+3.7%1.881%
5/14/2025 Comerica Bank85,291$1.70M0.0%+9.8%0.377%
5/14/2025 Kestra Advisory Services LLC164,322$3.27M0.0%-35.3%0.727%
5/14/2025 Capital Analysts LLC10,935$217K0.0%+15.8%0.048%
5/14/2025 GSG Advisors LLC20,081$393K0.1%-3.1%0.089%
5/13/2025 Raymond James Financial Inc.1,698,479$33.75M0.0%+8.6%7.515%
5/13/2025 Francis Financial Inc.135,810$2.70M0.7%+49.5%0.601%
5/13/2025 HighTower Advisors LLC822,443$16.34M0.0%+12.3%3.639%
5/13/2025 Core Wealth Partners LLC37,045$736K0.4%-41.4%0.164%
5/12/2025 Condor Capital Management232,827$4.63M0.4%+2.2%1.030%
5/8/2025 Howard Capital Management Inc.14,492$288K0.0%N/A0.064%
5/7/2025 LPL Financial LLC1,236,069$24.56M0.0%-6.2%5.469%
5/7/2025 Security Financial Services INC.32,472$645K0.1%+14.6%0.144%
5/6/2025 Hedeker Wealth LLC54,794$1.09M0.3%+2.6%0.242%
5/6/2025 Cetera Investment Advisers159,226$3.16M0.0%-1.4%0.705%
5/6/2025 Avantax Advisory Services Inc.17,235$342K0.0%N/A0.076%
5/6/2025 Brookwood Investment Group LLC13,862$275K0.0%N/A0.061%
5/6/2025 Principle Wealth Partners LLC16,355$325K0.0%-9.0%0.072%
5/6/2025 Journey Strategic Wealth LLC15,546$309K0.0%-6.0%0.069%
5/6/2025 AE Wealth Management LLC11,910$237K0.0%+271.6%0.053%
5/5/2025 IFP Advisors Inc95,909$1.91M0.1%-7.3%0.424%
5/5/2025 Kestra Private Wealth Services LLC15,015$298K0.0%-64.1%0.066%
5/5/2025 Private Advisor Group LLC30,002$596K0.0%-8.1%0.133%
5/2/2025 James Investment Research Inc.43,586$866K0.1%N/A0.193%
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%
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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%
(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. ($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 ($12.40M).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 113 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 LPL Financial LLC ($138.85K).

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

Institutional investors have bought a total of 5,879,835 shares in the last 24 months. This purchase volume represents approximately $116.77M 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 1,077,516 shares in the last 24 months. This volume of shares sold represents approximately $21.44M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 8/26/2025 by MarketBeat.com Staff
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