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

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(As of 04/18/2024 ET)
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Stock AnalysisChartDividendHoldingsOwnership

Institutional Ownership Changes (13F Filings) for First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$81.79M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$70.09M
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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
4/18/2024Naviter Wealth LLC48,635$965K0.2%N/A0.225%
4/18/2024Iams Wealth Management LLC14,321$285K0.2%+9.2%0.066%
4/18/2024Francis Financial Inc.43,332$859K0.3%+8.0%0.201%
4/16/2024Occidental Asset Management LLC40,218$798K0.1%-3.9%0.186%
4/16/2024Pinnacle Bancorp Inc.7,433$147K0.0%+19.3%0.034%
4/16/2024Wealth Enhancement Advisory Services LLC32,861$652K0.0%+2.1%0.152%
4/16/2024PFS Partners LLC620,107$12.30M8.2%+9.3%2.871%
4/15/2024Hobart Private Capital LLC35,428$703K0.2%+19.3%0.164%
4/15/2024RMR Wealth Builders608,433$12.07M1.5%+26.9%2.817%
4/11/2024 Security Financial Services INC.31,096$617K0.1%+3.4%0.144%
3/1/2024Creekmur Asset Management LLC1,750$35K0.0%N/A0.008%
2/15/2024Swmg LLC53,516$1.07M0.5%-27.3%0.248%
2/15/2024Modern Wealth Management LLC69,348$1.38M0.2%N/A0.321%
2/15/2024Comerica Bank22,836$456K0.0%-36.2%0.106%
2/14/2024Royal Bank of Canada370,712$7.40M0.0%-13.2%1.716%
2/14/2024Pathstone Holdings LLC14,274$285K0.0%N/A0.066%
2/14/2024Kestra Advisory Services LLC256,908$5.13M0.0%+2.8%1.189%
2/14/2024Visionary Wealth Advisors140,991$2.81M0.2%-9.8%0.653%
2/13/2024Envestnet Asset Management Inc.321,939$6.42M0.0%+173.3%1.490%
2/13/2024Cetera Advisor Networks LLC23,993$479K0.0%-37.1%0.111%
2/13/2024Per Stirling Capital Management LLC.62,591$1.25M0.2%-27.4%0.290%
2/13/2024Arbor Capital Management Inc. ADV34,146$682K0.5%-4.9%0.158%
2/12/2024Condor Capital Management191,317$3.82M0.4%+2.7%0.886%
2/12/2024StoneX Group Inc.78,368$1.57M0.2%+0.7%0.363%
2/12/2024Stifel Financial Corp144,519$2.88M0.0%+3.0%0.669%
2/12/2024Steward Partners Investment Advisory LLC44,553$889K0.0%-30.9%0.206%
2/12/2024Alta Wealth Advisors LLC17,457$348K0.2%-50.8%0.081%
2/9/2024Orion Portfolio Solutions LLC255,056$5.09M0.1%-2.3%1.181%
2/9/2024LWS Wealth Advisors Inc.62,682$1.25M0.5%-8.9%0.290%
2/9/2024US Bancorp DE2,753$55K0.0%N/A0.013%
2/9/2024Cambridge Investment Research Advisors Inc.48,822$974K0.0%-72.0%0.226%
2/9/2024D.A. Davidson & CO.60,176$1.20M0.0%-7.7%0.279%
2/9/2024UBS Group AG333,901$6.66M0.0%-4.4%1.546%
2/8/2024Financial Advocates Investment Management59,260$1.18M0.1%+73.0%0.274%
2/8/2024Janney Montgomery Scott LLC38,421$766K0.0%-7.1%0.178%
2/7/2024Envestnet Portfolio Solutions Inc.87,251$1.74M0.0%-2.2%0.404%
2/7/2024Rooted Wealth Advisors Inc.10,010$199K0.1%N/A0.046%
2/7/2024Econ Financial Services Corp18,675$373K0.3%-8.6%0.086%
2/6/2024RMR Wealth Builders479,355$9.56M1.3%+22.0%2.219%
2/6/2024EdgeRock Capital LLC5,111$102K0.1%N/A0.024%
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2/6/2024Private Advisor Group LLC63,540$1.27M0.0%-4.2%0.294%
2/6/2024Benjamin F. Edwards & Company Inc.7,260$145K0.0%+19.9%0.034%
2/6/2024Eldridge Investment Advisors Inc.101,336$2.02M0.5%+58.3%0.469%
2/5/2024Kestra Private Wealth Services LLC54,072$1.08M0.0%-6.1%0.250%
2/5/2024Silver Oak Securities Incorporated19,455$388K0.1%+56.5%0.090%
2/5/2024Principle Wealth Partners LLC38,089$760K0.1%-61.0%0.176%
2/1/2024Larson Financial Group LLC3,923$78K0.0%-18.0%0.018%
2/1/2024Capital Investment Advisory Services LLC5,650$113K0.0%+109.3%0.026%
2/1/2024Sigma Planning Corp13,697$273K0.0%-27.5%0.063%
1/31/2024Castle Wealth Management LLC14,788$295K0.2%N/A0.068%
1/31/2024Continuum Wealth Advisors LLC21,844$436K0.3%+3.4%0.101%
1/30/2024Capital Analysts LLC10,039$200K0.0%-4.8%0.046%
1/29/2024PFS Partners LLC567,527$11.32M7.7%+37,684.8%2.627%
1/25/2024 RFG Advisory LLC34,928$697K0.0%+11.2%0.162%
1/25/2024 International Assets Investment Management LLC77,137$1.54M0.0%N/A0.357%
1/24/2024Allworth Financial LP146,906$2.93M0.0%+182.5%0.680%
1/24/2024Nilsine Partners LLC219,534$4.38M0.7%+1.0%1.016%
1/24/2024 International Assets Investment Management LLC77,137$1.54M0.0%N/A0.357%
1/24/2024Private Trust Co. NA1,748$35K0.0%+183.8%0.008%
1/24/2024Walkner Condon Financial Advisors LLC22,382$447K0.1%-9.3%0.104%
1/19/2024Occidental Asset Management LLC41,847$835K0.2%+3.3%0.194%
1/18/2024Francis Financial Inc.40,113$800K0.3%N/A0.186%
1/18/2024Hobart Private Capital LLC29,691$592K0.2%N/A0.137%
1/16/2024Raymond James Financial Services Advisors Inc.1,145,964$22.86M0.0%-10.8%5.305%
1/16/2024Raymond James & Associates70,969$1.42M0.0%+8.2%0.329%
1/11/2024Naples Global Advisors LLC13,500$269K0.0%N/A0.063%
1/11/2024Advisory Resource Group98,460$1.96M0.5%+0.6%0.456%
1/11/2024TruWealth Advisors LLC522,342$10.42M0.8%+3.9%2.418%
1/9/2024IFP Advisors Inc95,663$1.91M0.1%-18.2%0.443%
12/5/2023Advisory Resource Group97,850$1.90M0.5%-6.6%0.453%
12/1/2023PFS Partners LLC1,502$29K0.0%-77.0%0.007%
11/21/2023Comerica Bank35,803$694K0.0%N/A0.166%
11/16/2023Panoramic Investment Advisors LLC19,722$382K0.4%N/A0.091%
11/16/2023Harbour Investments Inc.17,784$345K0.0%+5.6%0.082%
11/16/2023Morgan Stanley4,181,099$81.05M0.0%-4.0%19.357%
11/15/2023Royal Bank of Canada427,091$8.28M0.0%-0.3%1.977%
11/14/2023Mutual Advisors LLC74,887$1.45M0.1%-11.9%0.347%
11/13/2023Stifel Financial Corp140,362$2.72M0.0%+0.6%0.650%
11/13/2023Mariner LLC185,778$3.60M0.0%-4.7%0.860%
11/13/2023Visionary Wealth Advisors156,312$3.03M0.2%-15.1%0.724%
11/13/2023LPL Financial LLC1,101,767$21.36M0.0%-17.9%5.101%
11/13/2023Envestnet Asset Management Inc.117,805$2.28M0.0%-49.0%0.545%
11/13/2023Envestnet Portfolio Solutions Inc.89,258$1.73M0.0%N/A0.413%
11/13/2023Kestra Advisory Services LLC249,981$4.85M0.0%+14.3%1.157%
11/9/2023Econ Financial Services Corp20,433$396K0.3%-60.6%0.095%
11/9/2023Prime Capital Investment Advisors LLC36,173$701K0.0%-10.9%0.167%
11/9/2023UBS Group AG349,186$6.77M0.0%+2.6%1.617%
11/8/2023HighTower Advisors LLC560,311$10.86M0.0%+19.8%2.594%
11/8/2023Janney Montgomery Scott LLC41,350$802K0.0%+3.4%0.191%
11/8/2023Kestra Private Wealth Services LLC57,578$1.12M0.0%+47.4%0.267%
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11/7/2023 Security Financial Services INC.29,730$576K0.2%-3.7%0.138%
11/7/2023Atria Investments Inc75,517$1.46M0.0%N/A0.350%
11/7/2023Hedeker Wealth LLC29,082$564K0.2%N/A0.135%
11/7/2023Great Valley Advisor Group Inc.178,349$3.46M0.1%-6.4%0.826%
11/6/2023Sigma Planning Corp18,899$366K0.0%-42.7%0.087%
11/6/2023Eldridge Investment Advisors Inc.64,021$1.24M0.4%+2.1%0.296%
11/4/2023 NBC Securities Inc.3,999$77K0.0%N/A0.019%
11/1/2023Nilsine Partners LLC217,456$4.22M0.6%+5.8%1.007%
11/1/2023Orion Portfolio Solutions LLC261,167$5.06M0.1%-49.3%1.209%
10/31/2023Allworth Financial LP51,996$1.01M0.0%-20.3%0.241%
(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, 149 institutional investors and hedge funds held shares of First Trust Short Duration Managed Municipal ETF. The most heavily invested institutionals were Morgan Stanley ($81.05M), Raymond James Financial Services Advisors Inc. ($22.86M), LPL Financial LLC ($21.36M), PFS Partners LLC ($12.30M), RMR Wealth Builders ($12.07M), HighTower Advisors LLC ($10.86M), and TruWealth Advisors LLC ($10.42M).Learn more on FSMB's institutional investors.

Which institutional investors have been buying First Trust Short Duration Managed Municipal ETF stock?

Of the 133 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 Services Advisors Inc. ($1.15M), LPL Financial LLC ($720.73K), PFS Partners LLC ($618.61K), RMR Wealth Builders ($605.36K), Morgan Stanley ($556.82K), TruWealth Advisors LLC ($522.34K), and UBS Group AG ($379.77K).

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

Institutional investors have bought a total of 11,870,906 shares in the last 24 months. This purchase volume represents approximately $234.87M in transactions.

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

Of the 79 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. ($1.46M), LPL Financial LLC ($347.33K), Orion Portfolio Solutions LLC ($284.05K), Principle Wealth Partners LLC ($247.89K), Cambridge Investment Research Advisors Inc. ($230.42K), Raymond James Financial Services Advisors Inc. ($225.30K), and Condor Capital Management ($220.63K).

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

Institutional investors have sold a total of 5,759,934 shares in the last 24 months. This volume of shares sold represents approximately $113.58M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 4/19/2024 by MarketBeat.com Staff

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