First Trust Short Dur ManagFSMBETF
13F holders, Q1 2025 (March 31)131holders
10new positions
12sold out
$19.87avg. 13F price*
At the end of Q1 2025, 131 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings, unchanged from Q4 2024. 10 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($71.3M), Raymond James Financial Inc. ($33.7M) and LPL Financial LLC ($24.6M).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $6.7M |
| Exits | 12 | $5.9M |
All 13F filers, Q4 2024 → Q1 2025: 1,785,397 shares bought and 841,257 shares sold, net +944,140 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Morgan Stanley | 0.01% | Add +1.4% | 3,590,098 | $71.3M |
| Raymond James Financial Inc. | 0.01% | Add +8.6% | 1,698,479 | $33.7M |
| LPL Financial LLC | 0.01% | Reduce -6.2% | 1,236,069 | $24.6M |
| HighTower Advisors, LLC | 0.02% | Add +12.3% | 822,443 | $16.3M |
| RMR Wealth Builders | 1.70% | Add +14.2% | 813,010 | $16.2M |
| PFS Partners, LLC | 7.96% | Reduce -0.0% | 752,583 | $15.0M |
| UBS Group AG | 0.00% | Add +21.9% | 707,860 | $14.1M |
| TruWealth Advisors, LLC | 0.71% | Add +8.0% | 591,128 | $11.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +384.9% | 428,724 | $8.5M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 424,996 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.6% | 405,680 | $8.1M |
| EnRich Financial Partners LLC | 2.50% | Add +9.8% | 374,385 | $7.4M |
| NewEdge Advisors, LLC | 0.04% | Add +91.5% | 370,242 | $7.4M |
| Condor Capital Management | 0.43% | Add +2.2% | 232,827 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +6.7% | 224,100 | $4.5M |
| MML Investors Services, LLC | 0.01% | Reduce -6.3% | 222,729 | $4.4M |
| Nilsine Partners, LLC | 0.48% | Reduce -12.5% | 220,773 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -6.0% | 208,872 | $4.2M |
| Peapack Gladstone Financial Corp. | 0.05% | New | 180,554 | $3.6M |
| Allworth Financial LP | 0.02% | Reduce -2.4% | 178,931 | $3.5M |
| Per Stirling Capital Management, LLC. | 0.49% | Add +0.0% | 170,013 | $3.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 167,557 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -35.3% | 164,322 | $3.3M |
| Cetera Investment Advisers | 0.01% | Reduce -1.4% | 159,226 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +17.7% | 157,690 | $3.1M |
| Visionary Wealth Advisors | 0.18% | Reduce -28.4% | 149,766 | $3.0M |
| Francis Financial, Inc. | 0.66% | Add +49.5% | 135,810 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -12.0% | 132,804 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -12.0% | 132,804 | $2.6M |
| Advisory Resource Group | 0.48% | Add +6.1% | 119,740 | $2.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +20.7% | 118,285 | $2.4M |
| Sowell Financial Services LLC | 0.11% | Add +0.3% | 116,773 | $2.3M |
| Stephens Inc. | 0.03% | No change | 116,454 | $2.3M |
| IFP Advisors, Inc | 0.06% | Reduce -7.3% | 95,909 | $1.9M |
| Insight Inv LLC | 1.27% | Reduce -1.1% | 92,560 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.8% | 90,316 | $1.8M |
| Vishria Bird Financial Group, LLC | 0.61% | Reduce -0.6% | 90,321 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -9.9% | 86,169 | $1.7M |
| Comerica Bank | 0.01% | Add +9.8% | 85,291 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +30.1% | 84,249 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.0% | 74,227 | $1.5M |
| Hobart Private Capital, LLC | 0.33% | Reduce -6.4% | 66,843 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +205.2% | 63,011 | $1.3M |
| StoneX Group Inc. | 0.07% | Add +49.0% | 62,155 | $1.2M |
| Financial Advocates Investment Management | 0.08% | Reduce -0.4% | 59,966 | $1.2M |
| Genesis Private Wealth, LLC | 0.59% | Add +5.3% | 56,241 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -2.7% | 55,042 | $1.1M |
| Hedeker Wealth, LLC | 0.29% | Add +2.6% | 54,794 | $1.1M |
| FSB Premier Wealth Management, Inc. | 0.42% | Reduce -0.5% | 54,215 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +200.9% | 47,828 | $950K |
| Occidental Asset Management, LLC | 0.14% | Add +15.9% | 46,536 | $925K |
| James Investment Research, Inc. | 0.11% | New | 43,586 | $866K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.9% | 43,090 | $856K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 42,684 | $848K |
| Equitable Holdings, Inc. | 0.01% | Add +35.7% | 42,576 | $846K |
| RFG Advisory, LLC | 0.02% | Add +26.6% | 41,876 | $832K |
| Avaii Wealth Management, LLC | 0.44% | Add +15.6% | 41,735 | $829K |
| Prospera Financial Services Inc | 0.02% | Add +12.6% | 39,662 | $788K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.4% | 37,826 | $752K |
| Core Wealth Partners LLC | 0.43% | Reduce -41.4% | 37,045 | $736K |
| Arbor Capital Management Inc. | 0.71% | Add +3.8% | 36,789 | $732K |
| D.A. Davidson & Co. | 0.01% | Reduce -15.4% | 36,637 | $728K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -0.9% | 35,495 | $705K |
| One Plus One Wealth Management, LLC | 0.37% | Add +0.3% | 34,085 | $677K |
| Trust Co. of Oklahoma | 0.23% | Reduce -12.8% | 33,043 | $657K |
| Security Financial Services, INC. | 0.13% | Add +14.6% | 32,472 | $645K |
| Eldridge Investment Advisors, Inc. | 0.14% | Reduce -38.4% | 31,491 | $626K |
| Modern Wealth Management, LLC | 0.02% | Reduce -8.2% | 31,468 | $625K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.1% | 30,002 | $596K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.8% | 28,092 | $554K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +10.6% | 27,673 | $550K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -40.3% | 27,415 | $545K |
| Bison Wealth, LLC | 0.05% | Reduce -8.2% | 24,550 | $488K |
| Norris Financial Group, LLC | 0.23% | Add +38.3% | 24,470 | $486K |
| World Investment Advisors | 0.01% | Reduce -1.4% | 23,664 | $470K |
| Summit Wealth Partners, LLC | 0.09% | Add +0.3% | 22,884 | $455K |
| GSG Advisors LLC | 0.13% | Reduce -3.1% | 20,081 | $393K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -2.7% | 17,967 | $357K |
| Naviter Wealth, LLC | 0.04% | Add +27.1% | 17,626 | $351K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +3.7% | 17,244 | $343K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -12.1% | 17,242 | $343K |
| Avantax Advisory Services, Inc. | 0.00% | New | 17,235 | $342K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -36.0% | 16,897 | $336K |
| Principle Wealth Partners LLC | 0.02% | Reduce -9.0% | 16,355 | $325K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -6.0% | 15,546 | $309K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 15,312 | $304K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -64.1% | 15,015 | $298K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 15,000 | $298K |
| Rooted Wealth Advisors, Inc. | 0.13% | Reduce -0.2% | 14,655 | $292K |
| Howard Capital Management, LLC | 0.01% | New | 14,492 | $288K |
| Simplicity Wealth,LLC | 0.02% | New | 14,201 | $282K |
| Brookwood Investment Group LLC | 0.05% | — | 13,862 | $275K |
| Alpha Cubed Investments, LLC | 0.01% | New | 13,580 | $270K |
| Atria Investments, Inc | 0.00% | Add +13.4% | 13,360 | $265K |
| Novem Group | 0.04% | No change | 13,000 | $258K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.7% | 12,645 | $251K |
| Chilton Capital Management LLC | 0.01% | No change | 12,453 | $247K |
| Naples Global Advisors, LLC | 0.02% | Reduce -11.1% | 12,000 | $238K |
| Integrity Wealth Advisors, Inc. | 0.17% | Reduce -16.7% | 11,931 | $237K |
| AE Wealth Management LLC | 0.00% | Add +271.6% | 11,910 | $237K |
"% 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.