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

First Trust Short Duration Managed Municipal ETF logo
$19.98 0.00 (0.00%)
As of 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)
108
Total
Institutional Inflows
(last 12 months)
$67.50M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$48.92M
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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
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%
3/13/2026 World Investment Advisors22,407$449K0.0%-8.2%0.084%
3/9/2026Corient Private Wealth LLC1,225,195$24.56M0.0%+3.0%4.580%
2/19/2026Corient Private Wealth LLC1,225,195$24.56M0.0%+3.0%4.580%
2/18/2026NewEdge Advisors LLC487,616$9.77M0.0%+10.4%1.823%
2/18/2026Core Wealth Partners LLC19,831$398K0.2%-22.6%0.074%
2/17/2026Cetera 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%
2/17/2026Tower 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%
2/13/2026Stifel 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%
2/13/2026Summit 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%
2/12/2026StoneX 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%
2/11/2026Gateway Wealth Partners LLC115,448$2.31M0.3%+10.4%0.432%
2/11/2026 Janney Montgomery Scott LLC11,414$229K0.0%N/A0.043%
2/11/2026Waddell & Associates LLC25,059$502K0.0%N/A0.094%
2/11/2026LPL Financial LLC1,422,753$28.52M0.0%-1.2%5.319%
2/11/2026JPMorgan Chase & Co.214,080$4.29M0.0%-11.9%0.800%
2/11/2026Francis Financial Inc.161,251$3.23M0.6%+9.1%0.603%
2/10/2026BlackDiamond Wealth Management LLC10,310$208K0.1%-5.6%0.039%
2/10/2026Hazlett Burt & Watson Inc.2,750$55K0.0%+111.5%0.010%
2/9/2026Harbour Investments Inc.7,690$154K0.0%+47.9%0.029%
2/9/2026 Prospera Financial Services Inc42,594$854K0.0%+6.7%0.159%
2/6/2026Condor Capital Management230,777$4.63M0.4%-1.4%0.863%
2/6/2026 Insight Inv LLC88,235$1.77M1.0%+1.7%0.330%
2/6/2026Principle Wealth Partners LLC24,040$482K0.0%+17.9%0.090%
2/6/2026 IFP Advisors Inc114,601$2.30M0.1%+8.8%0.428%
2/6/2026HighTower 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%
2/4/2026 World Investment Advisors22,407$449K0.0%-8.2%0.084%
2/4/2026Shade Tree Advisors LLC10,866$218K0.2%N/A0.041%
2/3/2026 International Assets Investment Management LLC14,993$301K0.0%N/A0.056%
2/3/2026MGO 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%
2/2/2026 Mutual 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%
1/29/2026D.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%
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%
1/28/2026EnRich 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%
1/27/2026Security 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%
1/23/2026Stonehaven Wealth & Tax Solutions LLC24,165$484K0.4%N/A0.094%
1/23/2026 Financial Enhancement Group LLC11,498$231K0.0%N/A0.045%
1/23/2026 Fifth Third Securities Inc.21,880$439K0.0%N/A0.085%
1/22/2026 Castle Wealth Management LLC26,203$525K0.2%+43.6%0.102%
1/21/2026Capital Investment Advisory Services LLC19,729$395K0.0%+3.2%0.077%
1/21/2026Prime Capital Investment Advisors LLC12,696$254K0.0%-55.4%0.049%
1/21/2026 Crux Wealth Advisors11,612$233K0.1%N/A0.045%
1/21/2026 Main Line Retirement Advisors LLC10,402$208K0.1%N/A0.041%
1/21/2026 Sowell Financial Services LLC79,359$1.59M0.1%-32.6%0.309%
1/20/2026 Main Line Retirement Advisors LLC10,402$208K0.1%N/A0.041%
1/20/2026 Stratos Wealth Partners LTD.41,958$841K0.0%+4.2%0.164%
1/16/2026 PFS Partners LLC687,636$13.78M6.3%-2.0%2.691%
1/15/2026 Nilsine Partners LLC252,715$5.07M0.4%+2.5%0.989%
1/15/2026 One Plus One Wealth Management LLC21,119$423K0.2%-5.5%0.083%
1/14/2026 Redhawk Wealth Advisors Inc.10,197$204K0.0%N/A0.040%


FSMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMB shares?

During the previous two years, 166 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), Raymond James Financial Services Advisors Inc. ($23.08M), RMR Wealth Builders ($20.51M), HighTower Advisors LLC ($17.64M), and PFS Partners LLC ($13.78M).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 142 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), RMR Wealth Builders ($351.13K), TrueWealth Financial Partners ($201.73K), HighTower Advisors LLC ($159.41K), LPL Financial LLC ($138.85K), PFS Partners LLC ($125.30K), and Sowell Financial Services LLC ($116.88K).

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

Institutional investors have bought a total of 3,374,504 shares in the last 24 months. This purchase volume represents approximately $67.50M in transactions.

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

Of the 61 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), Orion Porfolio Solutions LLC ($121.04K), LPL Financial LLC ($99.25K), Kestra Advisory Services LLC ($89.48K), MML Investors Services LLC ($80.39K), UBS Group AG ($80.39K), and Envestnet Asset Management Inc. ($69.95K).

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

Institutional investors have sold a total of 2,442,587 shares in the last 24 months. This volume of shares sold represents approximately $48.92M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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