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

$19.90 -0.02 (-0.10%)
Closing price 02/21/2025 04:10 PM Eastern
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$19.90 0.00 (-0.02%)
As of 02/21/2025 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)
81
Total
Institutional Inflows
(last 12 months)
$105.34M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$10.05M
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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
2/18/2025 Western Wealth Management LLC20,181$400K0.1%N/A0.097%
2/18/2025 Novem Group13,000$258K0.0%N/A0.062%
2/17/2025 Visionary Wealth Advisors209,205$4.15M0.2%+6.8%1.003%
2/17/2025 Snowden Capital Advisors LLC26,392$524K0.0%-6.4%0.127%
2/17/2025 Francis Financial Inc.90,835$1.80M0.4%+23.5%0.436%
2/17/2025 Cetera Investment Advisers161,483$3.20M0.0%-18.7%0.774%
2/14/2025 Jane Street Group LLC20,648$410K0.0%N/A0.099%
2/14/2025 Comerica Bank77,670$1.54M0.0%+85.3%0.373%
2/14/2025 Coppell Advisory Solutions LLC12,026$238K0.0%+376.1%0.058%
2/14/2025 Stifel Financial Corp222,331$4.41M0.0%-9.5%1.066%
2/14/2025 MML Investors Services LLC237,619$4.71M0.0%+5.7%1.140%
2/13/2025 NewEdge Advisors LLC193,320$3.84M0.0%+5.0%0.927%
2/13/2025 Integrity Wealth Advisors Inc.14,325$284K0.2%N/A0.069%
2/13/2025 Mariner LLC11,138$221K0.0%-42.1%0.053%
2/13/2025 EnRich Financial Partners LLC341,099$6.77M2.3%+12.2%1.636%
2/13/2025 Raymond James Financial Inc.1,563,861$31.03M0.0%N/A7.501%
2/13/2025 Envestnet Asset Management Inc.387,888$7.70M0.0%-1.6%1.860%
2/13/2025 Wells Fargo & Company MN210,015$4.17M0.0%+8.0%1.007%
2/12/2025 World Investment Advisors24,006$476K0.0%N/A0.115%
2/12/2025 Front Row Advisors LLC5,000$99K0.0%N/A0.024%
2/12/2025 StoneX Group Inc.41,711$828K0.1%+23.4%0.200%
2/12/2025 FSB Premier Wealth Management Inc.54,492$1.08M0.4%+3.2%0.261%
2/12/2025 Tucker Asset Management LLC1,558$31K0.0%N/A0.007%
2/12/2025 Orion Portfolio Solutions LLC150,984$3.00M0.0%-14.1%0.724%
2/12/2025 JPMorgan Chase & Co.175,263$3.48M0.0%-0.5%0.841%
2/12/2025 Core Wealth Partners LLC63,227$1.25M0.7%+7.4%0.303%
2/11/2025 Modern Wealth Management LLC33,198$662K0.0%-31.4%0.159%
2/11/2025 LPL Financial LLC1,318,387$26.16M0.0%+11.8%6.323%
2/11/2025 Condor Capital Management227,821$4.52M0.4%+1.7%1.093%
2/11/2025 Brooklyn FI LLC23,226$464K0.0%N/A0.111%
2/10/2025 Arbor Capital Management Inc. ADV35,427$705K0.7%+2.9%0.170%
2/10/2025 Creative Financial Designs Inc. ADV2,679$53K0.0%+490.1%0.013%
2/10/2025 Eldridge Investment Advisors Inc.51,107$1.01M0.2%-6.5%0.245%
2/10/2025 Harbour Investments Inc.2,742$54K0.0%-80.7%0.013%
2/10/2025 Envestnet Portfolio Solutions Inc.97,963$1.94M0.0%+13.6%0.470%
2/10/2025 Commonwealth Equity Services LLC101,216$2.01M0.0%+7.9%0.485%
2/10/2025 Farther Finance Advisors LLC4,070$81K0.0%N/A0.020%
2/7/2025 HighTower Advisors LLC732,127$14.53M0.0%+0.7%3.511%
2/7/2025 Independent Advisor Alliance87,959$1.75M0.0%N/A0.422%
2/7/2025 Sowell Financial Services LLC116,365$2.31M0.1%N/A0.558%
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2/7/2025 Naviter Wealth LLC13,865$275K0.0%-9.0%0.066%
2/6/2025 Raymond James Financial Inc.1,563,861$31.03M0.0%N/A7.501%
2/6/2025 Atria Investments Inc11,776$234K0.0%-14.0%0.056%
2/4/2025 IFP Advisors Inc103,464$2.05M0.1%+6.5%0.496%
2/3/2025 Concurrent Investment Advisors LLC43,468$862K0.0%+6.8%0.208%
2/3/2025 Private Advisor Group LLC32,640$648K0.0%+18.4%0.157%
1/31/2025 D.A. Davidson & CO.43,332$860K0.0%-27.6%0.208%
1/31/2025 Truist Financial Corp64,776$1.29M0.0%+177.7%0.311%
1/30/2025 Tcfg Wealth Management LLC18,465$366K0.2%+13.1%0.089%
1/30/2025 Allworth Financial LP183,356$3.64M0.0%+18.5%0.879%
1/30/2025 Walkner 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%
1/29/2025 Castle Wealth Management LLC11,748$233K0.1%N/A0.056%
1/28/2025 Kestra Private Wealth Services LLC41,802$829K0.0%-5.7%0.200%
1/28/2025 Advisory Resource Group112,880$2.24M0.5%+2.3%0.541%
1/28/2025 Farmers & Merchants Investments Inc.1,733$34K0.0%N/A0.008%
1/28/2025 Kingsview Wealth Management LLC10,000$198K0.0%-11.2%0.048%
1/27/2025 Hedeker Wealth LLC53,390$1.06M0.3%N/A0.256%
1/27/2025 Summit Wealth Partners LLC22,827$453K0.1%+31.7%0.109%
1/27/2025 PFS Partners LLC752,860$14.94M8.0%+17.3%3.611%
1/23/2025 Alta Wealth Advisors LLC10,831$215K0.1%-34.1%0.052%
1/23/2025 Capital 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%
1/23/2025 Foster Victor Wealth Advisors LLC27,870$554K0.0%+6.9%0.134%
1/22/2025 Nilsine Partners LLC252,300$5.01M0.5%+5.5%1.210%
1/21/2025 Avaii Wealth Management LLC36,100$716K0.4%+79.3%0.173%
1/21/2025 Insight Inv LLC93,630$1.86M1.3%+34.4%0.449%
1/21/2025 Dynamic Advisor Solutions LLC15,893$315K0.0%N/A0.076%
1/17/2025 Mutual Advisors LLC76,487$1.52M0.0%-0.8%0.367%
1/17/2025 Janney Montgomery Scott LLC12,314$244K0.0%-16.3%0.059%
1/17/2025 Genesis Private Wealth LLC53,424$1.06M0.6%N/A0.256%
1/15/2025 TruWealth Advisors LLC547,562$10.86M0.7%+0.7%2.626%
1/15/2025 Occidental Asset Management LLC40,136$796K0.1%+3.5%0.192%
1/15/2025 Inspirion Wealth Advisors LLC35,828$712K0.1%-9.6%0.172%
1/10/2025 RMR Wealth Builders712,254$14.13M1.5%+0.9%3.416%
12/26/2024 JPMorgan Chase & Co.176,086$3.52M0.0%+6.8%0.845%
11/25/2024 Sanctuary Advisors LLC95,823$1.91M0.0%+7.3%0.460%
11/25/2024 Pine Valley Investments Ltd Liability Co56,583$1.13M0.1%+30.5%0.271%
11/15/2024 Insight Inv LLC69,655$1.39M1.2%-19.8%0.334%
11/15/2024 MML Investors Services LLC224,749$4.50M0.0%+6.5%1.078%
11/15/2024 Orion Portfolio Solutions LLC175,848$3.52M0.1%-10.4%0.843%
11/15/2024 Stifel Financial Corp245,600$4.91M0.0%+12.1%1.178%
11/15/2024 HighTower Advisors LLC726,677$14.54M0.0%+2.5%3.485%
11/14/2024 Flow Traders U.S. LLC14,830$297K0.0%N/A0.071%
11/14/2024 Rockefeller Capital Management L.P.88,611$1.77M0.0%+0.8%0.425%
11/8/2024 First Horizon Advisors Inc.10,928$219K0.0%N/A0.052%
11/8/2024 Prospera Financial Services Inc32,184$644K0.0%N/A0.154%
11/7/2024 EnRich Financial Partners LLC304,000$6.08M2.0%+4.8%1.458%
11/5/2024 Ashton Thomas Private Wealth LLC15,312$306K0.0%-27.4%0.073%
11/5/2024 Harbour Investments Inc.14,175$284K0.0%-14.5%0.068%
Ex-CIA Advisor: Trump 2.0 Could “Send Gold to $10,000” (Ad)

Experts forecast gold's price racing to $4,000… and an ex-CIA advisor predicts we'll see gold hit $10,000. Should you sit on the sideline while this is happening?

That's why we put together a 100% FREE 2025 Gold Guide to show you exactly how to protect and grow y
11/4/2024 Core Wealth Partners LLC58,857$1.18M0.7%+143.1%0.282%
11/1/2024 Atria Investments Inc13,697$274K0.0%N/A0.066%
11/1/2024 PFS 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%
(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, 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 ($10.86M).Learn more on FSMB's institutional investors.

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

Of the 113 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 ($448.32K), Raymond James Financial Services Advisors Inc. ($352.28K), LPL Financial LLC ($343.05K), First Heartland Consultants Inc. ($210.69K), and Visionary Wealth Advisors ($197.52K).

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

Institutional investors have bought a total of 8,772,023 shares in the last 24 months. This purchase volume represents approximately $173.92M 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), 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 3,395,133 shares in the last 24 months. This volume of shares sold represents approximately $67.02M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 2/22/2025 by MarketBeat.com Staff
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