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

$19.92 -0.01 (-0.05%)
As of 07/7/2025 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)
87
Total
Institutional Inflows
(last 12 months)
$110.89M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$15.07M
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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
7/7/2025Vishria Bird Financial Group LLC89,701$1.79M0.6%-0.7%0.381%
7/7/2025TruWealth 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%
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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%
4/16/2025Avaii Wealth Management LLC41,735$829K0.4%+15.6%0.185%
4/16/2025RMR Wealth Builders813,010$16.15M1.7%+14.1%3.605%
4/15/2025Simplicity Wealth LLC14,201$282K0.0%N/A0.063%
4/15/2025Trust Co. of Oklahoma33,043$657K0.2%-12.8%0.147%
4/10/2025Naples Global Advisors LLC12,000$238K0.0%-11.1%0.053%
4/10/2025TruWealth Advisors LLC591,128$11.75M0.7%+8.0%2.621%
4/9/2025RFG Advisory LLC41,876$832K0.0%+26.6%0.186%
4/9/2025NBC Securities Inc.5,674$112K0.0%+113,380.0%0.025%
4/1/2025Hobart Private Capital LLC66,843$1.33M0.3%-6.4%0.299%
3/17/2025Wealth 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%
2/18/2025Western Wealth Management LLC20,181$400K0.1%N/A0.097%
2/18/2025Novem 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%
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%
2/13/2025EnRich 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%
2/13/2025Envestnet 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%
2/12/2025World 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%
2/10/2025Arbor Capital Management Inc. ADV35,427$705K0.7%+2.9%0.170%
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2/10/2025Creative 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%
2/10/2025Envestnet 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%
2/10/2025Farther 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%
2/7/2025Sowell Financial Services LLC116,365$2.31M0.1%N/A0.558%
2/7/2025Naviter Wealth LLC13,865$275K0.0%-9.0%0.066%
(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 ($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 117 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 ($468.68K), HighTower Advisors LLC ($205.62K), Visionary Wealth Advisors ($197.52K), First Heartland Consultants Inc. ($197.44K), and TruWealth Advisors LLC ($166.26K).

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

Institutional investors have bought a total of 5,586,228 shares in the last 24 months. This purchase volume represents approximately $110.89M in transactions.

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

Of the 50 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), Orion Portfolio Solutions LLC ($45.17K), Naviter Wealth LLC ($40.91K), Cetera Investment Advisers ($39.45K), Raymond James Financial Services Advisors Inc. ($38.79K), and Private Advisor Group LLC ($38.61K).

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

Institutional investors have sold a total of 758,262 shares in the last 24 months. This volume of shares sold represents approximately $15.07M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 7/8/2025 by MarketBeat.com Staff
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