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

$19.89
+0.01 (+0.05%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$47.79M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$19.67M
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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
11/1/2024Atria Investments Inc13,697$274K0.0%N/A0.066%
11/1/2024PFS Partners LLC641,826$12.84M7.3%+2.3%3.078%
10/31/2024 Walkner Condon Financial Advisors LLC21,234$425K0.1%-15.5%0.102%
10/31/2024 Concurrent Investment Advisors LLC40,716$815K0.0%+57.0%0.195%
10/30/2024 One Plus One Wealth Management LLC34,576$692K0.4%-4.3%0.166%
10/28/2024 Stephens Inc. AR116,454$2.33M0.0%+17.9%0.559%
10/25/2024 Financial Advocates Investment Management59,817$1.20M0.1%-2.1%0.287%
10/23/2024 Allworth Financial LP154,791$3.10M0.0%-5.3%0.742%
10/23/2024 Silver Oak Securities Incorporated19,455$390K0.0%N/A0.093%
10/22/2024 Private Advisor Group LLC27,572$552K0.0%-53.2%0.132%
10/18/2024Alta Wealth Advisors LLC16,443$329K0.2%-3.8%0.079%
10/17/2024 TruWealth Advisors LLC543,833$10.88M0.7%+1.8%2.608%
10/16/2024 Avaii Wealth Management LLC20,135$403K0.2%+63.0%0.097%
10/16/2024 Naviter Wealth LLC15,240$305K0.0%-72.2%0.073%
10/15/2024 Occidental Asset Management LLC38,786$776K0.1%+2.0%0.186%
10/10/2024 Simplicity Wealth LLC14,116$282K0.0%-22.6%0.068%
10/5/2024 Inspirion Wealth Advisors LLC39,630$793K0.1%-15.2%0.190%
9/11/2024 Summit Wealth Partners LLC17,331$343K0.1%+9.2%0.083%
8/22/2024Cetera Investment Advisers245,656$4.86M0.0%+9.1%1.178%
8/16/2024NewEdge Advisors LLC154,592$3.06M0.0%+1.6%0.741%
8/8/2024Envestnet Asset Management Inc.398,963$7.89M0.0%+3.8%1.913%
8/8/2024Condor Capital Management203,794$4.03M0.4%+5.7%0.977%
8/7/2024Insight Inv LLC86,905$1.72M1.5%-3.1%0.417%
8/5/2024 Private Advisor Group LLC58,923$1.17M0.0%-7.3%0.283%
8/2/2024Larson Financial Group LLC2,024$40K0.0%-25.3%0.010%
8/2/2024FSB Premier Wealth Management Inc.60,434$1.20M0.5%-2.7%0.290%
8/2/2024 Naviter Wealth LLC54,778$1.08M0.2%+12.6%0.263%
7/31/2024 Nilsine Partners LLC234,430$4.64M0.6%+1.8%1.124%
7/31/2024Commonwealth Equity Services LLC79,994$1.58M0.0%-32.1%0.384%
7/31/2024 Concurrent Investment Advisors LLC25,933$513K0.0%+61.6%0.124%
7/30/2024Pine Valley Investments Ltd Liability Co43,364$857K0.1%+88.5%0.208%
7/30/2024Hobart Private Capital LLC71,024$1.40M0.4%+100.5%0.341%
7/30/2024 International Assets Investment Management LLC3,883$77K0.0%N/A0.019%
7/29/2024 Financial Advocates Investment Management61,076$1.21M0.1%-5.0%0.293%
7/26/2024 Walkner Condon Financial Advisors LLC25,141$497K0.1%-16.1%0.121%
7/26/2024Harbour Investments Inc.16,572$328K0.0%-5.6%0.079%
7/25/2024Rooted Wealth Advisors Inc.11,713$233K0.1%+16.2%0.056%
7/24/2024 EdgeRock Capital LLC4,603$91K0.1%N/A0.022%
7/24/2024Advisory Resource Group110,259$2.18M0.5%+13.6%0.529%
7/23/2024 RMR Wealth Builders642,459$12.70M1.5%+5.6%3.081%
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7/20/2024Raymond James Financial Services Advisors Inc.1,167,392$23.08M0.0%-3.2%5.599%
7/19/2024Raymond James & Associates63,996$1.27M0.0%+4.2%0.307%
7/17/2024 TruWealth Advisors LLC534,113$10.56M0.7%-2.7%2.562%
7/16/2024 Envestnet Portfolio Solutions Inc.86,355$1.71M0.0%-2.2%0.414%
7/16/2024 Wealth Enhancement Advisory Services LLC34,854$689K0.0%+6.1%0.167%
7/15/2024 Occidental Asset Management LLC38,036$752K0.1%-5.4%0.182%
7/15/2024RFG Advisory LLC34,498$682K0.0%-1.8%0.165%
7/12/2024Francis Financial Inc.55,394$1.10M0.3%+27.8%0.266%
5/24/2024Cetera Advisors LLC118,862$2.36M0.0%+921.3%0.570%
5/24/2024Cetera Investment Advisers225,078$4.46M0.0%+23.7%1.080%
5/20/2024Continuum Wealth Advisors LLC20,527$407K0.2%-6.0%0.098%
5/17/2024Advisory Resource Group97,027$1.93M0.4%-1.5%0.465%
5/9/2024Orion Portfolio Solutions LLC215,504$4.28M0.0%-15.5%1.034%
5/9/2024Condor Capital Management192,760$3.82M0.4%+0.8%0.925%
5/6/2024 Envestnet Portfolio Solutions Inc.88,289$1.75M0.0%+1.2%0.421%
5/3/2024Larson Financial Group LLC2,709$54K0.0%-30.9%0.013%
5/2/2024 Mutual Advisors LLC87,142$1.73M0.1%+16.8%0.416%
5/1/2024StoneX Group Inc.72,984$1.45M0.2%-6.9%0.348%
5/1/2024 Janney Montgomery Scott LLC29,814$591K0.0%-22.4%0.142%
4/29/2024Commonwealth Equity Services LLC117,736$2.34M0.0%+92.5%0.562%
4/29/2024Benjamin F. Edwards & Company Inc.7,887$156K0.0%+8.6%0.038%
4/29/2024 Castle Wealth Management LLC14,224$282K0.1%-3.8%0.068%
4/29/2024Insight Inv LLC89,730$1.78M1.5%+1.1%0.428%
4/27/2024 Foster Victor Wealth Advisors LLC26,043$515K0.0%N/A0.124%
4/25/2024 Capital Investment Advisory Services LLC10,303$204K0.0%+82.4%0.049%
4/24/2024 Simplicity Wealth LLC18,232$362K0.0%N/A0.087%
4/23/2024Principle Wealth Partners LLC29,245$580K0.0%-23.2%0.140%
4/23/2024Raymond James Financial Services Advisors Inc.1,206,185$23.93M0.0%+5.3%5.757%
4/22/2024 Nilsine Partners LLC230,317$4.57M0.6%+4.9%1.099%
4/19/2024Core Wealth Partners LLC22,335$443K0.3%N/A0.103%
4/19/2024 Hedeker Wealth LLC28,125$558K0.2%-4.3%0.130%
4/18/2024 Naviter Wealth LLC48,635$965K0.2%N/A0.225%
4/18/2024 Iams Wealth Management LLC14,321$285K0.2%+9.2%0.066%
4/18/2024Francis Financial Inc.43,332$859K0.3%+8.0%0.201%
4/16/2024 Occidental Asset Management LLC40,218$798K0.1%-3.9%0.186%
4/16/2024 Pinnacle Bancorp Inc.7,433$147K0.0%+19.3%0.034%
4/16/2024 Wealth 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%
4/15/2024 RMR Wealth Builders608,433$12.07M1.5%+26.9%2.817%
4/11/2024Security Financial Services INC.31,096$617K0.1%+3.4%0.144%
3/1/2024 Creekmur Asset Management LLC1,750$35K0.0%N/A0.008%
2/14/2024Visionary Wealth Advisors140,991$2.81M0.2%-9.8%0.653%
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%
2/12/2024Steward 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%
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2/9/2024LWS Wealth Advisors Inc.62,682$1.25M0.5%-8.9%0.290%
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%
2/8/2024 Financial Advocates Investment Management59,260$1.18M0.1%+73.0%0.274%
2/8/2024 Janney Montgomery Scott LLC38,421$766K0.0%-7.1%0.178%
2/7/2024 Envestnet 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%
2/6/2024 RMR Wealth Builders479,355$9.56M1.3%+22.0%2.219%
2/6/2024 EdgeRock Capital LLC5,111$102K0.1%N/A0.024%
(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, 121 institutional investors and hedge funds held shares of First Trust Short Duration Managed Municipal ETF. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($23.08M), LPL Financial LLC ($21.36M), PFS Partners LLC ($12.84M), RMR Wealth Builders ($12.70M), TruWealth Advisors LLC ($10.88M), HighTower Advisors LLC ($10.86M), and Envestnet Asset Management Inc. ($7.89M).Learn more on FSMB's institutional investors.

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

Of the 102 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: PFS Partners LLC ($632.87K), Raymond James Financial Services Advisors Inc. ($573.89K), RMR Wealth Builders ($554.99K), HighTower Advisors LLC ($277.53K), UBS Group AG ($221.63K), TruWealth Advisors LLC ($220.66K), and First Heartland Consultants Inc. ($210.69K).

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

Institutional investors have bought a total of 6,532,821 shares in the last 24 months. This purchase volume represents approximately $129.10M in transactions.

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

Of the 71 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), LPL Financial LLC ($347.33K), Orion Portfolio Solutions LLC ($323.60K), Raymond James Financial Services Advisors Inc. ($264.09K), Kestra Advisory Services LLC ($184.50K), Principle Wealth Partners LLC ($171.75K), and Ausdal Financial Partners Inc. ($134.14K).

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

Institutional investors have sold a total of 4,012,148 shares in the last 24 months. This volume of shares sold represents approximately $79.13M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 11/2/2024 by MarketBeat.com Staff
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