First Trust Short Dur ManagFSMBETF
13F holders, Q2 2025 (June 30)130holders −1
11new positions
13sold out
$19.91avg. 13F price*
At the end of Q2 2025, 130 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings, down 1 from Q1 2025. 11 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($82.7M), Raymond James Financial Inc. ($34.9M) and LPL Financial LLC ($26.7M).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.9M |
| Exits | 13 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,706,205 shares bought and 749,294 shares sold, net +956,911 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Morgan Stanley | 0.01% | Add +15.7% | 4,153,802 | $82.7M |
| Raymond James Financial Inc. | 0.01% | Add +3.1% | 1,751,968 | $34.9M |
| LPL Financial LLC | 0.01% | Add +8.5% | 1,341,616 | $26.7M |
| RMR Wealth Builders | 1.56% | Add +6.0% | 862,168 | $17.2M |
| HighTower Advisors, LLC | 0.02% | Add +1.4% | 834,208 | $16.6M |
| UBS Group AG | 0.00% | Add +7.5% | 760,580 | $15.1M |
| PFS Partners, LLC | 7.21% | Reduce -4.5% | 718,763 | $14.3M |
| TruWealth Advisors, LLC | 0.68% | Add +5.4% | 622,789 | $12.4M |
| Royal Bank of Canada | 0.00% | Add +12.5% | 478,116 | $9.5M |
| NewEdge Advisors, LLC | 0.04% | Add +12.8% | 417,780 | $8.3M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.9% | 416,195 | $8.3M |
| EnRich Financial Partners LLC | 2.33% | Add +2.0% | 381,862 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -16.1% | 340,535 | $6.8M |
| Wells Fargo & Company | 0.00% | Add +28.9% | 288,923 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +63.4% | 257,639 | $5.1M |
| Allworth Financial LP | 0.02% | Add +43.3% | 256,449 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Add +46.8% | 245,974 | $4.9M |
| Condor Capital Management | 0.40% | Reduce -0.1% | 232,580 | $4.6M |
| Nilsine Partners, LLC | 0.46% | Add +2.5% | 226,340 | $4.5M |
| Stifel Financial Corp. | 0.00% | Reduce -4.5% | 199,372 | $4.0M |
| Cetera Investment Advisers | 0.01% | Add +19.9% | 190,924 | $3.8M |
| Per Stirling Capital Management, LLC. | 0.48% | Add +8.6% | 184,683 | $3.7M |
| MML Investors Services, LLC | 0.01% | Reduce -34.0% | 147,036 | $2.9M |
| Visionary Wealth Advisors | 0.15% | Reduce -4.0% | 143,757 | $2.9M |
| Francis Financial, Inc. | 0.62% | Reduce -1.5% | 133,797 | $2.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.2% | 133,062 | $2.6M |
| Advisory Resource Group | 0.48% | Add +4.3% | 124,929 | $2.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +0.5% | 118,889 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +37.1% | 118,132 | $2.4M |
| Sowell Financial Services LLC | 0.10% | Add +0.4% | 117,220 | $2.3M |
| Stephens Inc. | 0.03% | No change | 116,454 | $2.3M |
| IFP Advisors, Inc | 0.06% | Add +6.6% | 102,208 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -40.9% | 97,068 | $1.9M |
| Vishria Bird Financial Group, LLC | 0.59% | Reduce -0.7% | 89,701 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +226.3% | 89,466 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 87,045 | $1.7M |
| Comerica Bank | 0.01% | Add +0.9% | 86,031 | $1.7M |
| Insight Inv LLC | 1.07% | Reduce -13.2% | 80,310 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -10.1% | 75,748 | $1.5M |
| StoneX Group Inc. | 0.07% | Add +21.5% | 75,504 | $1.5M |
| Mutual Advisors, LLC | 0.04% | Add +0.2% | 74,399 | $1.5M |
| Genesis Private Wealth, LLC | 0.56% | Add +5.7% | 59,446 | $1.2M |
| Financial Advocates Investment Management | 0.10% | Reduce -1.2% | 59,265 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +36.6% | 58,157 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | No change | 55,042 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +7.5% | 51,406 | $1.0M |
| Avaii Wealth Management, LLC | 0.45% | Add +21.6% | 50,772 | $1.0M |
| FSB Premier Wealth Management, Inc. | 0.36% | Reduce -7.6% | 50,104 | $997K |
| Occidental Asset Management, LLC | 0.13% | Reduce -2.1% | 45,536 | $906K |
| RFG Advisory, LLC | 0.02% | Add +8.4% | 45,395 | $904K |
| Goldman Sachs Group Inc. | 0.00% | New | 44,041 | $877K |
| James Investment Research, Inc. | 0.10% | No change | 43,586 | $868K |
| Concurrent Investment Advisors, LLC | 0.02% | No change | 43,090 | $858K |
| Crossmark Global Holdings, Inc. | 0.01% | No change | 42,684 | $849K |
| Prospera Financial Services Inc | 0.01% | Add +2.1% | 40,499 | $806K |
| Private Advisor Group, LLC | 0.00% | Add +33.0% | 39,899 | $794K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 39,337 | $783K |
| One Plus One Wealth Management, LLC | 0.42% | Add +14.7% | 39,108 | $778K |
| Jane Street Group, LLC | 0.00% | Reduce -38.4% | 38,812 | $773K |
| Hobart Private Capital, LLC | 0.17% | Reduce -44.6% | 37,031 | $737K |
| D.A. Davidson & Co. | 0.01% | No change | 36,637 | $729K |
| Arbor Capital Management Inc. | 0.63% | Reduce -1.0% | 36,436 | $726K |
| Security Financial Services, INC. | 0.13% | Add +11.4% | 36,178 | $720K |
| Inspirion Wealth Advisors, LLC | 0.09% | Reduce -3.4% | 34,295 | $683K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.8% | 34,113 | $680K |
| Trust Co. of Oklahoma | 0.21% | No change | 33,043 | $658K |
| Eldridge Investment Advisors, Inc. | 0.13% | No change | 31,491 | $627K |
| Simplicity Wealth,LLC | 0.02% | Add +100.0% | 28,402 | $565K |
| Foster Victor Wealth Advisors, LLC | 0.04% | Add +0.5% | 28,243 | $563K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.1% | 28,264 | $563K |
| Modern Wealth Management, LLC | 0.01% | Reduce -15.6% | 26,572 | $529K |
| Norris Financial Group, LLC | 0.21% | Add +6.1% | 25,957 | $517K |
| Core Wealth Partners LLC | 0.26% | Reduce -30.8% | 25,630 | $510K |
| Bison Wealth, LLC | 0.04% | No change | 24,550 | $489K |
| Elequin Capital, LP | 0.15% | New | 23,928 | $476K |
| World Investment Advisors | 0.01% | Reduce -0.5% | 23,540 | $469K |
| Summit Wealth Partners, LLC | 0.09% | No change | 22,884 | $456K |
| Foronjy Financial LLC | 0.19% | — | 20,308 | $404K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +11.7% | 19,255 | $383K |
| Castle Wealth Management LLC | 0.13% | Add +55.3% | 18,248 | $363K |
| TCFG Wealth Management, LLC | 0.16% | Reduce -0.4% | 17,895 | $356K |
| AE Wealth Management LLC | 0.00% | Add +39.0% | 16,550 | $329K |
| Keystone Wealth Services, LLC | 0.08% | Add +43.5% | 16,500 | $328K |
| Principle Wealth Partners LLC | 0.02% | Add +0.1% | 16,374 | $326K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 15,312 | $305K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 15,000 | $299K |
| Rooted Wealth Advisors, Inc. | 0.10% | Add +0.3% | 14,700 | $293K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -20.9% | 13,641 | $272K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 13,580 | $270K |
| Novem Group | 0.03% | No change | 13,000 | $259K |
| Golden State Wealth Management, LLC | 0.03% | Reduce -27.2% | 12,557 | $250K |
| Chilton Capital Management LLC | 0.01% | No change | 12,453 | $248K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -19.9% | 12,445 | $248K |
| Mariner, LLC | 0.00% | Add +23.3% | 12,386 | $247K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -27.0% | 12,337 | $246K |
| Naples Global Advisors, LLC | 0.02% | No change | 12,000 | $239K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -22.1% | 11,689 | $233K |
| Hilltop Holdings Inc. | 0.01% | New | 11,342 | $226K |
| Hedeker Wealth, LLC | 0.05% | Reduce -79.7% | 11,146 | $222K |
| Capital Analysts, LLC | 0.01% | No change | 10,935 | $218K |
"% 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.