Free Trial
→ Trump’s betrayal exposed (From Porter & Company) (Ad) Buy FSMB Stock  Free FSMB Stock Alerts

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

$19.67 +0.05 (+0.25%)
As of 04/15/2025 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)
82
Total
Institutional Inflows
(last 12 months)
$105.09M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$10.27M
Get FSMB Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Short Duration Managed Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FSMB Institutional Buying and Selling by Quarter

Remove Ads

First Trust Short Duration Managed Municipal ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Simplicity Wealth LLC14,201$282K0.0%N/A0.063%
4/15/2025Trust Co. of Oklahoma33,043$657K0.2%-12.8%0.147%
4/10/2025 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%
3/17/2025Wealth 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%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/10/2025Arbor Capital Management Inc. ADV35,427$705K0.7%+2.9%0.170%
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%
2/10/2025 Farther 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%
2/6/2025Raymond James Financial Inc.1,563,861$31.03M0.0%N/A7.501%
2/6/2025Atria Investments Inc11,776$234K0.0%-14.0%0.056%
2/4/2025IFP Advisors Inc103,464$2.05M0.1%+6.5%0.496%
2/3/2025Concurrent Investment Advisors LLC43,468$862K0.0%+6.8%0.208%
2/3/2025Private Advisor Group LLC32,640$648K0.0%+18.4%0.157%
1/31/2025D.A. Davidson & CO.43,332$860K0.0%-27.6%0.208%
1/31/2025Truist Financial Corp64,776$1.29M0.0%+177.7%0.311%
1/30/2025Tcfg Wealth Management LLC18,465$366K0.2%+13.1%0.089%
1/30/2025Allworth Financial LP183,356$3.64M0.0%+18.5%0.879%
1/30/2025Walkner Condon Financial Advisors LLC14,855$295K0.1%-30.0%0.071%
1/29/2025 One Plus One Wealth Management LLC33,976$674K0.4%-1.7%0.163%
1/29/2025Castle Wealth Management LLC11,748$233K0.1%N/A0.056%
1/28/2025Kestra Private Wealth Services LLC41,802$829K0.0%-5.7%0.200%
1/28/2025Advisory Resource Group112,880$2.24M0.5%+2.3%0.541%
1/28/2025Farmers & Merchants Investments Inc.1,733$34K0.0%N/A0.008%
1/28/2025Kingsview Wealth Management LLC10,000$198K0.0%-11.2%0.048%
1/27/2025Hedeker Wealth LLC53,390$1.06M0.3%N/A0.256%
1/27/2025Summit Wealth Partners LLC22,827$453K0.1%+31.7%0.109%
1/27/2025 PFS Partners LLC752,860$14.94M8.0%+17.3%3.611%
1/23/2025Alta Wealth Advisors LLC10,831$215K0.1%-34.1%0.052%
1/23/2025Capital Investment Advisory Services LLC16,632$330K0.0%+10.4%0.080%
1/23/2025 Iams Wealth Management LLC11,164$221K0.1%-14.1%0.054%
1/23/2025Foster Victor Wealth Advisors LLC27,870$554K0.0%+6.9%0.134%
1/22/2025Nilsine Partners LLC252,300$5.01M0.5%+5.5%1.210%
1/21/2025Avaii Wealth Management LLC36,100$716K0.4%+79.3%0.173%
1/21/2025Insight Inv LLC93,630$1.86M1.3%+34.4%0.449%
1/21/2025Dynamic Advisor Solutions LLC15,893$315K0.0%N/A0.076%
1/17/2025Mutual Advisors LLC76,487$1.52M0.0%-0.8%0.367%
1/17/2025Janney Montgomery Scott LLC12,314$244K0.0%-16.3%0.059%
1/17/2025Genesis Private Wealth LLC53,424$1.06M0.6%N/A0.256%
1/15/2025 TruWealth Advisors LLC547,562$10.86M0.7%+0.7%2.626%
1/15/2025Occidental Asset Management LLC40,136$796K0.1%+3.5%0.192%
1/15/2025 Inspirion Wealth Advisors LLC35,828$712K0.1%-9.6%0.172%
1/10/2025RMR Wealth Builders712,254$14.13M1.5%+0.9%3.416%
12/26/2024JPMorgan Chase & Co.176,086$3.52M0.0%+6.8%0.845%
11/25/2024Sanctuary Advisors LLC95,823$1.91M0.0%+7.3%0.460%
11/25/2024Pine Valley Investments Ltd Liability Co56,583$1.13M0.1%+30.5%0.271%
11/15/2024Insight Inv LLC69,655$1.39M1.2%-19.8%0.334%
11/15/2024MML Investors Services LLC224,749$4.50M0.0%+6.5%1.078%
Radical shift coming to the stock market (read this ASAP) (Ad)

This is an urgent warning for all American investors … In a matter of days, we could see a radical shift in the stock market … Companies who've been flying high could come crashing to Earth.

If you have any kind of money in the stock market … Click here to learn more — before it's too late
11/15/2024Orion Portfolio Solutions LLC175,848$3.52M0.1%-10.4%0.843%
11/15/2024Stifel Financial Corp245,600$4.91M0.0%+12.1%1.178%
11/15/2024HighTower Advisors LLC726,677$14.54M0.0%+2.5%3.485%
11/14/2024Flow Traders U.S. LLC14,830$297K0.0%N/A0.071%
11/14/2024Rockefeller Capital Management L.P.88,611$1.77M0.0%+0.8%0.425%
11/8/2024First Horizon Advisors Inc.10,928$219K0.0%N/A0.052%
11/8/2024Prospera Financial Services Inc32,184$644K0.0%N/A0.154%
11/7/2024EnRich Financial Partners LLC304,000$6.08M2.0%+4.8%1.458%
11/5/2024Ashton Thomas Private Wealth LLC15,312$306K0.0%-27.4%0.073%
11/5/2024Harbour Investments Inc.14,175$284K0.0%-14.5%0.068%
(Data available from 1/1/2016 forward)

Remove Ads

FSMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FSMB shares?

During the previous two years, 136 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. ($31.03M), LPL Financial LLC ($26.16M), Raymond James Financial Services Advisors Inc. ($23.08M), PFS Partners LLC ($14.94M), HighTower Advisors LLC ($14.53M), RMR Wealth Builders ($14.13M), and TruWealth Advisors LLC ($11.75M).Learn more on FSMB's institutional investors.

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

Of the 112 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 Inc. ($3.13M), PFS Partners LLC ($743.90K), RMR Wealth Builders ($367.92K), LPL Financial LLC ($343.05K), First Heartland Consultants Inc. ($210.69K), Visionary Wealth Advisors ($197.52K), and TruWealth Advisors LLC ($174.15K).

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

Institutional investors have bought a total of 8,343,776 shares in the last 24 months. This purchase volume represents approximately $165.43M in transactions.

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

Of the 73 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. ($1.05M), Orion Portfolio Solutions LLC ($365.31K), Raymond James Financial Services Advisors Inc. ($264.09K), LPL Financial LLC ($254.59K), Per Stirling Capital Management LLC. ($120.21K), Cambridge Investment Research Advisors Inc. ($89.40K), and Atria Investments Inc ($87.38K).

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

Institutional investors have sold a total of 3,371,727 shares in the last 24 months. This volume of shares sold represents approximately $66.56M in transactions.


Related Companies

This page (NYSEARCA:FSMB) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners
The Crypto Market is About to Change Lives
I've discovered something so significant about the 2025 crypto market that I had to put everything else aside ...
Crypto 101 Media | Sponsored
Two Unmistakable Patterns Return…
The signs suggest we're entering one of those rare periods now. That's why Central Banks are buying gold at...
Golden Portfolio | Sponsored
Crypto’s crashing…but we’re still profiting
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored
Trump to redistribute trillions of dollars
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Is it CRAZY to still want reliable profits, despite this market?
Larry Benedict, the acclaimed "Market Wizard," is calling an emergency briefing now... The same Larry who –...
Brownstone Research | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
First look: The $3,500 iPhone
Did you hear that just before Trump's tariffs took effect, Apple sent five cargo planes packed with MacBooks a...
Stansberry Research | Sponsored
Tariffs. Volatility. Fear. Here’s the Plan.
Wall Street's panicking over tariffs. Volatility's back with a vengeance. If you've been glued to the he...
Investors Alley | Sponsored