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

$19.90 +0.02 (+0.10%)
As of 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)
60
Total
Institutional Inflows
(last 12 months)
$44.66M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$10.51M
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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
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%
1/17/2025 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%
12/26/2024JPMorgan 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%
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%
11/4/2024Core Wealth Partners LLC58,857$1.18M0.7%+143.1%0.282%
11/1/2024Atria Investments Inc13,697$274K0.0%N/A0.066%
11/1/2024PFS Partners LLC641,826$12.84M7.3%+2.3%3.078%
10/31/2024Walkner Condon Financial Advisors LLC21,234$425K0.1%-15.5%0.102%
10/31/2024Concurrent Investment Advisors LLC40,716$815K0.0%+57.0%0.195%
10/30/2024One Plus One Wealth Management LLC34,576$692K0.4%-4.3%0.166%
10/28/2024Stephens Inc. AR116,454$2.33M0.0%+17.9%0.559%
10/25/2024Financial Advocates Investment Management59,817$1.20M0.1%-2.1%0.287%
10/23/2024Allworth Financial LP154,791$3.10M0.0%-5.3%0.742%
10/23/2024Silver Oak Securities Incorporated19,455$390K0.0%N/A0.093%
10/22/2024Private 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%
10/16/2024Avaii Wealth Management LLC20,135$403K0.2%+63.0%0.097%
10/16/2024Naviter Wealth LLC15,240$305K0.0%-72.2%0.073%
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10/15/2024 Occidental Asset Management LLC38,786$776K0.1%+2.0%0.186%
10/10/2024Simplicity Wealth LLC14,116$282K0.0%-22.6%0.068%
10/5/2024 Inspirion Wealth Advisors LLC39,630$793K0.1%-15.2%0.190%
9/11/2024Summit 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%
8/5/2024Private 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%
8/2/2024Naviter Wealth LLC54,778$1.08M0.2%+12.6%0.263%
7/31/2024Nilsine Partners LLC234,430$4.64M0.6%+1.8%1.124%
7/31/2024Commonwealth Equity Services LLC79,994$1.58M0.0%-32.1%0.384%
7/31/2024Concurrent 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%
7/29/2024Financial Advocates Investment Management61,076$1.21M0.1%-5.0%0.293%
7/26/2024Walkner 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%
7/24/2024EdgeRock 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%
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%
7/16/2024Envestnet 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%
5/6/2024Envestnet 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%
4/29/2024Castle Wealth Management LLC14,224$282K0.1%-3.8%0.068%
4/29/2024Insight Inv LLC89,730$1.78M1.5%+1.1%0.428%
4/27/2024Foster Victor Wealth Advisors LLC26,043$515K0.0%N/A0.124%
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4/25/2024Capital Investment Advisory Services LLC10,303$204K0.0%+82.4%0.049%
4/24/2024Simplicity 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%
4/22/2024Nilsine Partners LLC230,317$4.57M0.6%+4.9%1.099%
4/19/2024Core Wealth Partners LLC22,335$443K0.3%N/A0.103%
4/19/2024Hedeker Wealth LLC28,125$558K0.2%-4.3%0.130%
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%
(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), HighTower Advisors LLC ($14.54M), RMR Wealth Builders ($14.13M), PFS Partners LLC ($12.84M), TruWealth 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 100 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 ($448.32K), HighTower Advisors LLC ($294.96K), TruWealth Advisors LLC ($224.39K), First Heartland Consultants Inc. ($210.69K), and UBS Group AG ($207.53K).

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

Institutional investors have bought a total of 6,098,332 shares in the last 24 months. This purchase volume represents approximately $120.74M in transactions.

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

Of the 70 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 ($343.91K), Raymond James Financial Services Advisors Inc. ($264.09K), Kestra Advisory Services LLC ($184.50K), Principle Wealth Partners LLC ($122.84K), and Per Stirling Capital Management LLC. ($120.21K).

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

Institutional investors have sold a total of 3,773,930 shares in the last 24 months. This volume of shares sold represents approximately $74.48M in transactions.


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This page (NYSEARCA:FSMB) was last updated on 1/21/2025 by MarketBeat.com Staff
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