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

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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)
87
Total
Institutional Inflows
(last 12 months)
$110.26M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$15.06M
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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
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%
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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%
2/28/2025 Brooklyn FI LLC23,226$464K0.1%N/A0.111%
2/25/2025 Armis 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%
2/17/2025 Visionary Wealth Advisors209,205$4.15M0.2%+6.8%1.003%
2/17/2025 Snowden Capital Advisors LLC26,392$524K0.0%-6.4%0.127%
2/17/2025 Francis Financial Inc.90,835$1.80M0.4%+23.5%0.436%
2/17/2025 Cetera Investment Advisers161,483$3.20M0.0%-18.7%0.774%
2/14/2025 Jane Street Group LLC20,648$410K0.0%N/A0.099%
2/14/2025 Comerica Bank77,670$1.54M0.0%+85.3%0.373%
2/14/2025 Coppell Advisory Solutions LLC12,026$238K0.0%+376.1%0.058%
2/14/2025 Stifel Financial Corp222,331$4.41M0.0%-9.5%1.066%
2/14/2025 MML Investors Services LLC237,619$4.71M0.0%+5.7%1.140%
2/13/2025 NewEdge Advisors LLC193,320$3.84M0.0%+5.0%0.927%
2/13/2025 Integrity Wealth Advisors Inc.14,325$284K0.2%N/A0.069%
2/13/2025 Mariner LLC11,138$221K0.0%-42.1%0.053%
2/13/2025 EnRich Financial Partners LLC341,099$6.77M2.3%+12.2%1.636%
2/13/2025 Raymond 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%
2/13/2025 Wells Fargo & Company MN210,015$4.17M0.0%+8.0%1.007%
2/12/2025 World Investment Advisors24,006$476K0.0%N/A0.115%
2/12/2025 Front Row Advisors LLC5,000$99K0.0%N/A0.024%
2/12/2025 StoneX Group Inc.41,711$828K0.1%+23.4%0.200%
2/12/2025 FSB 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%
2/12/2025 Orion Portfolio Solutions LLC150,984$3.00M0.0%-14.1%0.724%
2/12/2025 JPMorgan Chase & Co.175,263$3.48M0.0%-0.5%0.841%
2/12/2025 Core Wealth Partners LLC63,227$1.25M0.7%+7.4%0.303%
2/11/2025 Modern Wealth Management LLC33,198$662K0.0%-31.4%0.159%
2/11/2025 LPL Financial LLC1,318,387$26.16M0.0%+11.8%6.323%
2/11/2025 Condor Capital Management227,821$4.52M0.4%+1.7%1.093%
2/11/2025 Brooklyn 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%
2/10/2025 Eldridge Investment Advisors Inc.51,107$1.01M0.2%-6.5%0.245%
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2/10/2025 Harbour 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%
2/10/2025 Commonwealth Equity Services LLC101,216$2.01M0.0%+7.9%0.485%
2/10/2025 Farther Finance Advisors LLC4,070$81K0.0%N/A0.020%
2/7/2025 HighTower Advisors LLC732,127$14.53M0.0%+0.7%3.511%
2/7/2025 Independent 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%
2/6/2025 Raymond James Financial Inc.1,563,861$31.03M0.0%N/A7.501%
2/6/2025 Atria Investments Inc11,776$234K0.0%-14.0%0.056%
(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. ($33.75M), LPL Financial LLC ($24.56M), Raymond James Financial Services Advisors Inc. ($23.08M), HighTower Advisors LLC ($16.34M), RMR Wealth Builders ($16.15M), PFS Partners LLC ($14.94M), 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 117 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. ($3.26M), PFS Partners LLC ($743.90K), RMR Wealth Builders ($468.68K), HighTower Advisors LLC ($205.62K), 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 8,558,759 shares in the last 24 months. This purchase volume represents approximately $169.70M 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), LPL Financial LLC ($336.91K), Raymond James Financial Services Advisors Inc. ($264.09K), Per Stirling Capital Management LLC. ($120.21K), Kestra Advisory Services LLC ($109.97K), and Cambridge Investment Research Advisors Inc. ($89.61K).

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

Institutional investors have sold a total of 2,863,835 shares in the last 24 months. This volume of shares sold represents approximately $56.46M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 6/13/2025 by MarketBeat.com Staff
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