First Trust Short Dur ManagFSMBETF
13F holders, Q1 2024 (March 31)117holders
$19.83avg. 13F price*
At the end of Q1 2024, 117 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings. The largest holders were Morgan Stanley ($81.8M), LPL Financial LLC ($26.1M) and Raymond James Financial Services Advisors, Inc. ($23.9M).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.0M |
| Exits | 13 | $11.0M |
Ownership 117 holders
| Morgan Stanley | 0.01% | Reduce -6.2% | 4,122,174 | $81.8M |
| LPL Financial LLC | 0.01% | Add +11.4% | 1,316,627 | $26.1M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +5.3% | 1,206,185 | $23.9M |
| HighTower Advisors, LLC | 0.02% | Add +23.4% | 692,720 | $13.7M |
| PFS Partners, LLC | 8.33% | Add +9.3% | 620,107 | $12.3M |
| RMR Wealth Builders | 1.46% | Add +26.9% | 608,433 | $12.1M |
| UBS Group AG | 0.00% | Add +66.7% | 556,734 | $11.0M |
| TruWealth Advisors, LLC | 0.76% | Add +5.1% | 548,938 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +18.0% | 437,477 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +19.3% | 384,211 | $7.6M |
| EnRich Financial Partners LLC | 2.26% | Reduce -12.0% | 304,516 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +3.9% | 247,687 | $4.9M |
| Nilsine Partners, LLC | 0.62% | Add +4.9% | 230,317 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +23.6% | 225,078 | $4.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -13.6% | 222,077 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -15.5% | 215,504 | $4.3M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -15.5% | 215,504 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.0% | 201,433 | $4.0M |
| Condor Capital Management | 0.37% | Add +0.8% | 192,760 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +83.8% | 176,519 | $3.5M |
| Visionary Wealth Advisors | 0.24% | Add +24.6% | 175,599 | $3.5M |
| NewEdge Advisors, LLC | 0.03% | Add +5.2% | 152,132 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 147,934 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -3.3% | 142,082 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -5.7% | 136,317 | $2.7M |
| Mariner, LLC | 0.01% | Reduce -12.6% | 128,542 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +92.5% | 117,736 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -8.8% | 107,847 | $2.1M |
| IFP Advisors, Inc | 0.09% | Add +7.4% | 102,702 | $2.0M |
| Stephens Inc. | 0.03% | No change | 98,754 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 98,427 | $2.0M |
| Advisory Resource Group | 0.44% | Reduce -1.5% | 97,027 | $1.9M |
| Vishria Bird Financial Group, LLC | 0.77% | No change | 91,087 | $1.8M |
| Insight Inv LLC | 1.54% | Add +1.1% | 89,730 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +1.2% | 88,289 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.45% | Reduce -13.2% | 87,915 | $1.7M |
| Mutual Advisors, LLC | 0.06% | Add +16.8% | 87,142 | $1.7M |
| StoneX Group Inc. | 0.14% | Reduce -1.4% | 77,298 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +11.1% | 73,361 | $1.5M |
| Financial Advocates Investment Management | 0.07% | Add +8.5% | 64,296 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +0.0% | 63,546 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.57% | Reduce -3.3% | 62,089 | $1.2M |
| Raymond James & Associates | 0.00% | Reduce -13.4% | 61,436 | $1.2M |
| Modern Wealth Management, LLC | 0.11% | Reduce -13.0% | 60,304 | $1.2M |
| D.A. Davidson & Co. | 0.01% | Reduce -3.4% | 58,156 | $1.2M |
| Naviter Wealth, LLC | 0.16% | New | 48,635 | $965K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -10.8% | 48,209 | $956K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.4% | 48,164 | $955K |
| Inspirion Wealth Advisors, LLC | 0.15% | No change | 46,755 | $927K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.9% | 44,162 | $876K |
| Francis Financial, Inc. | 0.28% | Add +8.0% | 43,332 | $859K |
| Snowden Capital Advisors LLC | 0.03% | Add +16.6% | 40,675 | $807K |
| Occidental Asset Management, LLC | 0.15% | Reduce -3.9% | 40,218 | $798K |
| Trust Co. of Oklahoma | 0.27% | No change | 37,884 | $751K |
| One Plus One Wealth Management, LLC | 0.42% | No change | 36,580 | $726K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 36,173 | $717K |
| Hobart Private Capital, LLC | 0.21% | Add +19.3% | 35,428 | $703K |
| RFG Advisory, LLC | 0.02% | Add +0.6% | 35,143 | $697K |
| Per Stirling Capital Management, LLC. | 0.11% | Reduce -45.2% | 34,313 | $681K |
| Arbor Capital Management Inc. | 0.64% | Add +0.2% | 34,215 | $678K |
| Swmg, LLC | 0.30% | Reduce -37.5% | 33,446 | $663K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.1% | 32,861 | $652K |
| Equitable Holdings, Inc. | 0.01% | Add +84.3% | 31,163 | $618K |
| Sutton Place Investors LLC | 0.31% | No change | 31,100 | $617K |
| Security Financial Services, INC. | 0.14% | Add +3.5% | 31,096 | $617K |
| Walkner Condon Financial Advisors LLC | 0.13% | Add +33.8% | 29,948 | $594K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -22.4% | 29,814 | $591K |
| Principle Wealth Partners LLC | 0.05% | Reduce -23.2% | 29,245 | $580K |
| Hedeker Wealth, LLC | 0.16% | Reduce -4.3% | 28,125 | $558K |
| Foster Victor Wealth Advisors, LLC | 0.05% | New | 26,043 | $515K |
| Pine Valley Investments Ltd Liability Co | 0.04% | New | 23,008 | $456K |
| Comerica Bank | 0.00% | Reduce -0.8% | 22,645 | $449K |
| Core Wealth Partners LLC | 0.33% | New | 22,335 | $443K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 21,084 | $418K |
| Continuum Wealth Advisors, LLC | 0.23% | Reduce -6.0% | 20,527 | $407K |
| GSG Advisors LLC | 0.15% | Add +0.7% | 20,274 | $401K |
| Independent Financial Group, LLC | 0.02% | Reduce -37.4% | 20,128 | $399K |
| Lunt Capital Management, Inc. | 0.19% | No change | 19,455 | $386K |
| Susquehanna International Group, LLP | 0.00% | Reduce -80.8% | 18,368 | $364K |
| Simplicity Wealth,LLC | 0.01% | New | 18,232 | $362K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 17,548 | $348K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -1.4% | 17,222 | $342K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 16,044 | $318K |
| Summit Wealth Partners, LLC | 0.07% | No change | 15,867 | $315K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 15,000 | $298K |
| Iams Wealth Management, LLC | 0.17% | Add +9.2% | 14,321 | $285K |
| Pathstone Holdings, LLC | 0.00% | No change | 14,274 | $283K |
| Castle Wealth Management LLC | 0.15% | Reduce -3.8% | 14,224 | $282K |
| Naples Global Advisors, LLC | 0.03% | No change | 13,500 | $268K |
| Synovus Financial Corp. | 0.00% | New | 12,787 | $254K |
| Chilton Capital Management LLC | 0.01% | No change | 12,453 | $247K |
| Keystone Wealth Services, LLC | 0.07% | No change | 11,500 | $228K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -4.2% | 11,189 | $222K |
| Sigma Planning Corp | 0.01% | Reduce -20.1% | 10,943 | $217K |
| Thrivent Financial for Lutherans | 0.00% | New | 10,829 | $215K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 10,818 | $215K |
| Truist Financial Corp. | 0.00% | New | 10,761 | $213K |
| Main Line Retirement Advisors, LLC | 0.16% | Add +0.9% | 10,493 | $208K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +82.3% | 10,303 | $204K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | New | 10,278 | $204K |
"% of holder's portfolio" is FSMB's weight in each manager's 13F, not the share of First Trust Short Dur Manag the manager owns.