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

First Trust Short Duration Managed Municipal ETF logo
$19.96 -0.02 (-0.10%)
As of 10:58 AM 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)
97
Total
Institutional Inflows
(last 12 months)
$61.27M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$45.27M
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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
7/7/2026 Dynamic Advisor Solutions LLC112,127$2.24M0.1%+8.1%0.358%
7/7/2026 Inspirion Wealth Advisors LLC29,870$597K0.1%-2.3%0.095%
7/7/2026 CoreCap Advisors LLC12,017$240K0.0%+31.5%0.038%
7/6/2026 Hobart Private Capital LLC86,093$1.72M0.3%+28.7%0.275%
6/18/2026Western Wealth Management LLC20,500$409K0.0%N/A0.069%
6/8/2026 Pine Valley Investments Ltd Liability Co60,042$1.20M0.1%+9.1%0.204%
6/3/2026 NewEdge Advisors LLC531,145$10.60M0.0%+8.9%1.800%
5/20/2026 Norris Financial Group LLC32,353$646K0.2%N/A0.110%
5/19/2026Western Wealth Management LLC20,500$409K0.0%N/A0.069%
5/19/2026 NewEdge Advisors LLC379,463$7.57M0.1%-22.2%1.286%
5/18/2026Royal Bank of Canada323,015$6.45M0.0%-32.6%1.095%
5/15/2026 Gateway Wealth Partners LLC234,040$4.67M0.2%+102.7%0.793%
5/13/2026 Cetera Investment Advisers551,996$11.02M0.0%+157.3%1.871%
5/7/2026Legacy Wealth Managment LLC ID2,666$53K0.0%+800.7%0.009%
5/5/2026 D.A. Davidson & CO.39,227$783K0.0%-3.9%0.133%
5/5/2026Sanctuary Advisors LLC108,639$2.17M0.0%-11.1%0.368%
5/5/2026 Sigma Planning Corp30,429$607K0.0%-3.6%0.103%
5/1/2026 Castle Wealth Management LLC51,942$1.04M0.3%+98.2%0.176%
5/1/2026 Fifth Third Bancorp86,917$1.74M0.0%N/A0.295%
5/1/2026 Arbor Capital Management Inc. ADV69,644$1.39M1.1%+75.1%0.236%
4/30/2026 Kestra Advisory Services LLC111,182$2.22M0.0%+19.7%0.377%
4/28/2026 Stephens Inc. AR102,125$2.04M0.0%-12.3%0.346%
4/27/2026 Capital Financial Group Inc. Co. ADV30,900$617K0.3%+1.6%0.105%
4/27/2026 Private Advisor Group LLC45,205$902K0.0%+3.1%0.153%
4/27/2026 Elevation Point Wealth Partners LLC87,828$1.75M0.0%+28.5%0.298%
4/24/2026 True Blue Financial LLC211,162$4.22M3.3%+4.7%0.716%
4/24/2026 James Investment Research Inc.42,880$856K0.1%-1.6%0.145%
4/22/2026 Patriot Financial Group Insurance Agency LLC20,556$410K0.0%+100.0%0.070%
4/22/2026 Rooted Wealth Advisors Inc.12,573$252K0.1%-12.5%0.043%
4/20/2026 Kestra Private Wealth Services LLC33,750$674K0.0%+155.0%0.115%
4/20/2026 RFG Advisory LLC119,908$2.39M0.0%+9.1%0.408%
4/18/2026 EdgeRock Capital LLC10,592$211K0.1%N/A0.036%
4/17/2026 Brookstone Capital Management12,159$243K0.0%N/A0.041%
4/16/2026 Genesis Private Wealth LLC72,668$1.45M0.5%+2.4%0.247%
3/17/2026Rockefeller Capital Management L.P.477,992$9.58M0.0%+14.3%1.787%
3/13/2026World Investment Advisors22,407$449K0.0%-8.2%0.084%
3/9/2026 Corient Private Wealth LLC1,225,195$24.56M0.0%+3.0%4.580%
2/19/2026 Corient Private Wealth LLC1,225,195$24.56M0.0%+3.0%4.580%
2/18/2026 NewEdge Advisors LLC487,616$9.77M0.0%+10.4%1.823%
2/18/2026 Core Wealth Partners LLC19,831$398K0.2%-22.6%0.074%
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2/17/2026 Cetera Investment Advisers214,530$4.30M0.0%+4.0%0.802%
2/17/2026Equitable Holdings Inc.80,979$1.62M0.0%+3.3%0.303%
2/17/2026Osaic Holdings Inc.299,549$6.01M0.0%-1.5%1.120%
2/17/2026 Tower Research Capital LLC TRC 57,463$1.15M0.0%+1,541.8%0.215%
2/17/2026Captrust Financial Advisors10,119$203K0.0%N/A0.038%
2/17/2026&PARTNERS14,300$287K0.0%N/A0.053%
2/17/2026Royal Bank of Canada479,560$9.61M0.0%+6.0%1.793%
2/17/2026 Capital Financial Group Inc. Co. ADV30,400$609K0.3%N/A0.114%
2/16/2026 MML Investors Services LLC147,035$2.95M0.0%-3.1%0.550%
2/13/2026 Stifel Financial Corp223,207$4.47M0.0%-5.5%0.834%
2/13/2026Morgan Stanley4,412,903$88.46M0.0%+0.4%16.497%
2/13/2026Wells Fargo & Company MN461,233$9.25M0.0%+8.7%1.724%
2/13/2026 Summit Financial LLC51,221$1.03M0.0%-10.5%0.191%
2/12/2026Jane Street Group LLC40,551$813K0.0%N/A0.152%
2/12/2026Orion Porfolio Solutions LLC108,781$2.18M0.0%-11.5%0.407%
2/12/2026 Commonwealth Equity Services LLC199,110$3.99M0.0%+62.0%0.744%
2/12/2026 StoneX Group Inc.63,191$1.27M0.1%-18.0%0.236%
2/12/2026 Elevation Point Wealth Partners LLC68,375$1.37M0.1%-4.4%0.256%
2/11/2026 Gateway Wealth Partners LLC115,448$2.31M0.3%+10.4%0.432%
2/11/2026 Janney Montgomery Scott LLC11,414$229K0.0%N/A0.043%
2/11/2026 Waddell & Associates LLC25,059$502K0.0%N/A0.094%
2/11/2026 LPL Financial LLC1,422,753$28.52M0.0%-1.2%5.319%
2/11/2026 JPMorgan Chase & Co.214,080$4.29M0.0%-11.9%0.800%
2/11/2026 Francis Financial Inc.161,251$3.23M0.6%+9.1%0.603%
2/10/2026 BlackDiamond Wealth Management LLC10,310$208K0.1%-5.6%0.039%
2/10/2026 Hazlett Burt & Watson Inc.2,750$55K0.0%+111.5%0.010%
2/9/2026 Harbour Investments Inc.7,690$154K0.0%+47.9%0.029%
2/9/2026 Prospera Financial Services Inc42,594$854K0.0%+6.7%0.159%
2/6/2026 Condor Capital Management230,777$4.63M0.4%-1.4%0.863%
2/6/2026 Insight Inv LLC88,235$1.77M1.0%+1.7%0.330%
2/6/2026 Principle Wealth Partners LLC24,040$482K0.0%+17.9%0.090%
2/6/2026 IFP Advisors Inc114,601$2.30M0.1%+8.8%0.428%
2/6/2026 HighTower Advisors LLC880,016$17.64M0.0%+5.5%3.290%
2/6/2026 Envestnet Portfolio Solutions Inc.112,281$2.25M0.0%-2.3%0.420%
2/5/2026Tucker Asset Management LLC4,100$82K0.0%N/A0.015%
2/5/2026TrueWealth Financial Partners201,726$4.04M3.3%N/A0.754%
2/4/2026World Investment Advisors22,407$449K0.0%-8.2%0.084%
2/4/2026 Shade Tree Advisors LLC10,866$218K0.2%N/A0.041%
2/3/2026 International Assets Investment Management LLC14,993$301K0.0%N/A0.056%
2/3/2026 MGO One Seven LLC88,418$1.77M0.0%N/A0.331%
2/3/2026 RFG Advisory LLC109,956$2.20M0.0%+89.2%0.411%
2/3/2026 Foronjy Financial LLC16,049$322K0.1%-14.3%0.060%
2/2/2026 Truist Financial Corp50,748$1.02M0.0%+10.7%0.190%
2/2/2026Mutual Advisors LLC69,217$1.39M0.0%-1.1%0.259%
2/2/2026 Uptick Partners LLC9,985$200K0.0%N/A0.037%
1/30/2026 Sigma Planning Corp31,553$632K0.0%N/A0.119%
1/29/2026Comerica Bank90,191$1.81M0.0%-1.6%0.350%
1/29/2026 RMR Wealth Builders1,023,222$20.51M1.6%+8.4%3.974%
1/29/2026 D.A. Davidson & CO.40,827$818K0.0%+11.4%0.159%
1/29/2026 Kestra Private Wealth Services LLC13,236$265K0.0%-8.3%0.051%
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1/29/2026UBS Group AG685,880$13.75M0.0%+0.8%2.664%
1/29/2026Sanctuary Advisors LLC122,211$2.45M0.0%+3.5%0.475%
1/29/2026 Concurrent Investment Advisors LLC39,530$792K0.0%+17.7%0.154%
1/28/2026 EnRich Financial Partners LLC396,123$7.94M2.2%+3.2%1.538%
1/28/2026 Arbor Capital Management Inc. ADV39,775$798K0.7%+7.0%0.154%
1/27/2026 Novem Group16,315$327K0.0%+25.5%0.063%
1/27/2026 Security Financial Services INC.54,655$1.10M0.2%+41.1%0.212%
1/26/2026Pursuit Wealth Management LLC108,238$2.17M1.9%N/A0.420%
1/26/2026 Foster Victor Wealth Advisors LLC27,163$547K0.0%-2.0%0.105%
1/23/2026 Farther Finance Advisors LLC13,481$270K0.0%+139.1%0.053%


FSMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 163 institutional investors and hedge funds held shares of First Trust Short Duration Managed Municipal ETF. The most heavily invested institutionals were Morgan Stanley ($88.46M), LPL Financial LLC ($28.52M), Corient Private Wealth LLC ($24.56M), RMR Wealth Builders ($20.51M), HighTower Advisors LLC ($17.64M), PFS Partners LLC ($13.78M), and UBS Group AG ($13.75M).Learn more on First Trust Short Duration Managed Municipal ETF's institutional investors.

Of the 141 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), Cetera Investment Advisers ($398.08K), RMR Wealth Builders ($317.10K), Gateway Wealth Partners LLC ($234.04K), TrueWealth Financial Partners ($201.73K), HighTower Advisors LLC ($159.41K), and NewEdge Advisors LLC ($148.76K).

Institutional investors have bought a total of 3,059,693 shares in the last 24 months. This purchase volume represents approximately $61.27M in transactions.

Of the 49 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: Raymond James Financial Inc. ($1.32M), Royal Bank of Canada ($156.55K), Orion Porfolio Solutions LLC ($121.04K), NewEdge Advisors LLC ($108.15K), MML Investors Services LLC ($80.39K), UBS Group AG ($80.39K), and Sowell Financial Services LLC ($38.38K).

Institutional investors have sold a total of 2,258,117 shares in the last 24 months. This volume of shares sold represents approximately $45.27M in transactions.


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Institutional ownership data for NYSEARCA:FSMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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