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

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Closing price 08/5/2025 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)
87
Total
Institutional Inflows
(last 12 months)
$111.14M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$15.95M
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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
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%
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%
6/2/2025Integrity 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%
5/14/2025 GSG 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%
5/8/2025 Howard Capital Management Inc.14,492$288K0.0%N/A0.064%
5/7/2025LPL Financial LLC1,236,069$24.56M0.0%-6.2%5.469%
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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%
5/6/2025 Brookwood Investment Group LLC13,862$275K0.0%N/A0.061%
5/6/2025 Principle Wealth Partners LLC16,355$325K0.0%-9.0%0.072%
5/6/2025Journey Strategic Wealth LLC15,546$309K0.0%-6.0%0.069%
5/6/2025AE Wealth Management LLC11,910$237K0.0%+271.6%0.053%
5/5/2025 IFP 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%
5/2/2025 James 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%
4/29/2025 Envestnet 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%
4/28/2025 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%
4/21/2025Advisory 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%
2/18/2025Western 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%
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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%
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%
(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. ($33.75M), 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. ($3.26M), PFS Partners LLC ($743.90K), RMR Wealth Builders ($414.46K), HighTower Advisors LLC ($205.62K), Visionary Wealth Advisors ($197.52K), 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 5,597,608 shares in the last 24 months. This purchase volume represents approximately $111.14M in transactions.

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

Of the 46 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: Kestra Advisory Services LLC ($89.48K), LPL Financial LLC ($82.32K), Envestnet Asset Management Inc. ($71.31K), Orion Portfolio Solutions LLC ($45.17K), Naviter Wealth LLC ($40.91K), Cetera Investment Advisers ($39.45K), and Hobart Private Capital LLC ($34.37K).

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

Institutional investors have sold a total of 801,616 shares in the last 24 months. This volume of shares sold represents approximately $15.95M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 8/6/2025 by MarketBeat.com Staff
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