First Trust Short Dur ManagFSMBETF
13F holders, Q4 2024 (December 31)131holders +11
16new positions
9sold out
$19.84avg. 13F price*
At the end of Q4 2024, 131 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings, up 11 from Q3 2024. 16 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($70.3M), Raymond James Financial Inc. ($31.0M) and LPL Financial LLC ($26.2M).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.1M |
| Exits | 9 | $1.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,360,850 shares bought and 350,945 shares sold, net +1,009,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Morgan Stanley | 0.00% | Add +4.9% | 3,541,435 | $70.3M |
| Raymond James Financial Inc. | 0.01% | — | 1,563,861 | $31.0M |
| LPL Financial LLC | 0.01% | Add +11.8% | 1,318,387 | $26.2M |
| PFS Partners, LLC | 8.13% | Add +17.3% | 752,860 | $14.9M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 732,127 | $14.5M |
| RMR Wealth Builders | 1.46% | Add +0.9% | 712,254 | $14.1M |
| UBS Group AG | 0.00% | Add +5.7% | 580,630 | $11.5M |
| TruWealth Advisors, LLC | 0.66% | Add +0.7% | 547,562 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 409,841 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 387,888 | $7.7M |
| EnRich Financial Partners LLC | 2.25% | Add +12.2% | 341,099 | $6.8M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -9.5% | 253,799 | $5.0M |
| Nilsine Partners, LLC | 0.54% | Add +5.5% | 252,300 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +5.7% | 237,619 | $4.7M |
| Condor Capital Management | 0.40% | Add +1.7% | 227,821 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -9.5% | 222,331 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +8.0% | 210,015 | $4.2M |
| Visionary Wealth Advisors | 0.24% | Add +6.8% | 209,205 | $4.2M |
| NewEdge Advisors, LLC | 0.02% | Add +5.0% | 193,320 | $3.8M |
| Allworth Financial LP | 0.02% | Add +18.4% | 183,356 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 175,263 | $3.5M |
| Per Stirling Capital Management, LLC. | 0.48% | Add +85.4% | 169,966 | $3.4M |
| Cetera Investment Advisers | 0.01% | Reduce -18.7% | 161,483 | $3.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -14.1% | 150,984 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -14.1% | 150,984 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Add +3.9% | 133,930 | $2.7M |
| Stephens Inc. | 0.03% | No change | 116,454 | $2.3M |
| Sowell Financial Services LLC | 0.12% | New | 116,365 | $2.3M |
| Advisory Resource Group | 0.48% | Add +2.3% | 112,880 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +6.5% | 103,464 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.9% | 101,216 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +13.6% | 97,963 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.2% | 95,603 | $1.9M |
| Insight Inv LLC | 1.29% | Add +34.4% | 93,630 | $1.9M |
| Vishria Bird Financial Group, LLC | 0.63% | Reduce -0.2% | 90,875 | $1.8M |
| Francis Financial, Inc. | 0.46% | Add +23.5% | 90,835 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.2% | 88,407 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 87,959 | $1.7M |
| Comerica Bank | 0.01% | Add +85.3% | 77,670 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Reduce -0.8% | 76,487 | $1.5M |
| Hobart Private Capital, LLC | 0.35% | Add +0.4% | 71,404 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +177.7% | 64,776 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 63,429 | $1.3M |
| Core Wealth Partners LLC | 0.72% | Add +7.4% | 63,227 | $1.3M |
| Financial Advocates Investment Management | 0.07% | Add +0.6% | 60,191 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +0.0% | 56,594 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.43% | Add +3.2% | 54,492 | $1.1M |
| Genesis Private Wealth, LLC | 0.58% | — | 53,424 | $1.1M |
| Hedeker Wealth, LLC | 0.26% | New | 53,390 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.24% | Reduce -6.5% | 51,107 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -10.3% | 48,332 | $959K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.4% | 45,911 | $911K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.8% | 43,468 | $862K |
| D.A. Davidson & Co. | 0.01% | Reduce -27.6% | 43,332 | $860K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.7% | 41,802 | $829K |
| StoneX Group Inc. | 0.05% | Add +23.4% | 41,711 | $828K |
| Occidental Asset Management, LLC | 0.12% | Add +3.5% | 40,136 | $796K |
| Trust Co. of Oklahoma | 0.24% | No change | 37,884 | $752K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 37,672 | $747K |
| Avaii Wealth Management, LLC | 0.35% | Add +79.3% | 36,100 | $716K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -9.6% | 35,828 | $712K |
| Arbor Capital Management Inc. | 0.69% | Add +2.9% | 35,427 | $705K |
| Prospera Financial Services Inc | 0.02% | Add +9.4% | 35,216 | $699K |
| Modern Wealth Management, LLC | 0.03% | Reduce -29.1% | 34,284 | $680K |
| One Plus One Wealth Management, LLC | 0.40% | Reduce -1.7% | 33,976 | $674K |
| RFG Advisory, LLC | 0.02% | Reduce -0.3% | 33,088 | $656K |
| Private Advisor Group, LLC | 0.00% | Add +18.4% | 32,640 | $648K |
| Equitable Holdings, Inc. | 0.01% | Add +14.4% | 31,375 | $622K |
| MAI Capital Management | 0.00% | New | 28,905 | $573K |
| Security Financial Services, INC. | 0.11% | Reduce -11.3% | 28,331 | $562K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +6.9% | 27,870 | $554K |
| Bison Wealth, LLC | 0.06% | — | 26,743 | $531K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -6.4% | 26,392 | $524K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -30.9% | 25,013 | $496K |
| World Investment Advisors | 0.01% | New | 24,006 | $476K |
| Summit Wealth Partners, LLC | 0.09% | Add +31.7% | 22,827 | $453K |
| GSG Advisors LLC | 0.13% | Add +0.8% | 20,727 | $411K |
| Jane Street Group, LLC | 0.00% | New | 20,648 | $410K |
| Western Wealth Management, LLC | 0.02% | New | 20,181 | $400K |
| Golden State Wealth Management, LLC | 0.06% | — | 19,613 | $389K |
| Lunt Capital Management, Inc. | 0.15% | No change | 19,455 | $386K |
| Silver Oak Securities, Incorporated | 0.04% | No change | 19,455 | $386K |
| TCFG Wealth Management, LLC | 0.19% | Add +13.1% | 18,465 | $366K |
| Principle Wealth Partners LLC | 0.03% | Reduce -1.0% | 17,979 | $357K |
| Norris Financial Group, LLC | 0.16% | Add +25.7% | 17,692 | $351K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +10.4% | 16,632 | $330K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.7% | 16,546 | $328K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 15,893 | $315K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 15,312 | $304K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 15,000 | $298K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -30.0% | 14,855 | $295K |
| Rooted Wealth Advisors, Inc. | 0.11% | Reduce -0.1% | 14,688 | $292K |
| Integrity Wealth Advisors, Inc. | 0.21% | — | 14,325 | $284K |
| Naviter Wealth, LLC | 0.03% | Reduce -9.0% | 13,865 | $275K |
| Naples Global Advisors, LLC | 0.03% | No change | 13,500 | $268K |
| Novem Group | 0.04% | — | 13,000 | $258K |
| Chilton Capital Management LLC | 0.01% | No change | 12,453 | $247K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -16.3% | 12,314 | $244K |
| Coppell Advisory Solutions LLC | 0.03% | Add +376.1% | 12,026 | $238K |
| Atria Investments, Inc | 0.00% | Reduce -14.0% | 11,776 | $234K |
"% 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.