First Trust Short Dur ManagFSMBETF
13F holders, Q3 2025 (September 30)129holders −1
12new positions
12sold out
1famous investor
$20.08avg. 13F price*
At the end of Q3 2025, 129 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings, down 1 from Q2 2025. 12 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($88.3M), LPL Financial LLC ($28.9M) and Corient Private Wealth LP ($23.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $32.2M |
| Exits | 12 | $5.9M |
All 13F filers, Q2 2025 → Q3 2025: 2,565,834 shares bought and 1,981,352 shares sold, net +584,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 129 holders
| Morgan Stanley | 0.01% | Add +5.8% | 4,396,120 | $88.3M |
| LPL Financial LLC | 0.01% | Add +7.3% | 1,439,687 | $28.9M |
| Corient Private Wealth LP | 0.04% | New | 1,189,923 | $23.9M |
| RMR Wealth Builders | 1.59% | Add +9.5% | 943,851 | $19.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.1% | 833,803 | $16.7M |
| PFS Partners, LLC | 6.70% | Reduce -2.3% | 701,962 | $14.1M |
| UBS Group AG | 0.00% | Reduce -10.6% | 680,193 | $13.7M |
| TruWealth Advisors, LLC | 0.65% | Add +3.1% | 641,990 | $12.9M |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 452,380 | $9.1M |
| NewEdge Advisors, LLC | 0.04% | Add +5.7% | 441,644 | $8.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -75.5% | 428,297 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +46.8% | 424,199 | $8.5M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.4% | 418,010 | $8.4M |
| EnRich Financial Partners LLC | 2.19% | Add +0.5% | 383,680 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 335,730 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +18.0% | 304,014 | $6.1M |
| Allworth Financial LP | 0.02% | Reduce -1.1% | 253,546 | $5.1M |
| Nilsine Partners, LLC | 0.45% | Add +8.9% | 246,573 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.2% | 243,106 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +18.4% | 236,103 | $4.7M |
| Condor Capital Management | 0.39% | Add +0.6% | 233,955 | $4.7M |
| Cetera Investment Advisers | 0.00% | Add +8.0% | 206,195 | $4.1M |
| Per Stirling Capital Management, LLC. | 0.41% | Reduce -6.8% | 172,129 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +3.2% | 151,733 | $3.0M |
| Francis Financial, Inc. | 0.53% | Add +10.5% | 147,855 | $3.0M |
| Advisory Resource Group | 0.46% | Add +2.1% | 127,534 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.6% | 122,971 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +41.2% | 122,891 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | No change | 118,132 | $2.4M |
| Sowell Financial Services LLC | 0.09% | Add +0.4% | 117,734 | $2.4M |
| Stephens Inc. | 0.03% | No change | 116,454 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.4% | 114,873 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +17.9% | 105,451 | $2.1M |
| IFP Advisors, Inc | 0.05% | Add +3.1% | 105,361 | $2.1M |
| Gateway Wealth Partners, LLC | 0.28% | New | 104,569 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.5% | 92,734 | $1.9M |
| Comerica Bank | 0.01% | Add +6.6% | 91,686 | $1.8M |
| Insight Inv LLC | 1.02% | Add +8.0% | 86,735 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +34.7% | 78,362 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +50.1% | 77,138 | $1.5M |
| StoneX Group Inc. | 0.07% | Add +2.1% | 77,107 | $1.5M |
| Elevation Point Wealth Partners, LLC | 0.10% | New | 71,546 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.03% | New | 71,546 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -5.9% | 69,989 | $1.4M |
| Visionary Wealth Advisors | 0.06% | Reduce -52.5% | 68,257 | $1.4M |
| Genesis Private Wealth, LLC | 0.55% | Add +10.4% | 65,655 | $1.3M |
| RFG Advisory, LLC | 0.02% | Add +28.0% | 58,113 | $1.2M |
| Summit Financial, LLC | 0.02% | New | 57,250 | $1.1M |
| Hobart Private Capital, LLC | 0.24% | Add +53.0% | 56,667 | $1.1M |
| Citadel Advisors | 0.00% | New | 55,398 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | No change | 55,042 | $1.1M |
| Elequin Capital, LP | 0.09% | Add +119.8% | 52,583 | $1.1M |
| Avaii Wealth Management, LLC | 0.38% | Reduce -2.4% | 49,573 | $995K |
| FSB Premier Wealth Management, Inc. | 0.32% | Reduce -2.3% | 48,942 | $983K |
| Truist Financial Corp. | 0.00% | Reduce -39.5% | 45,857 | $921K |
| Occidental Asset Management, LLC | 0.11% | No change | 45,536 | $914K |
| James Investment Research, Inc. | 0.10% | No change | 43,586 | $875K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.4% | 40,285 | $809K |
| Private Advisor Group, LLC | 0.00% | Add +0.8% | 40,200 | $807K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.4% | 39,911 | $801K |
| Inspirion Wealth Advisors, LLC | 0.11% | Add +15.6% | 39,630 | $793K |
| Security Financial Services, INC. | 0.13% | Add +7.1% | 38,742 | $778K |
| Arbor Capital Management Inc. | 0.60% | Add +2.0% | 37,182 | $747K |
| D.A. Davidson & Co. | 0.00% | No change | 36,637 | $736K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -16.5% | 35,649 | $715K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -22.1% | 33,590 | $674K |
| Trust Co. of Oklahoma | 0.20% | No change | 33,043 | $664K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.4% | 32,257 | $648K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 31,491 | $632K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 28,463 | $572K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 27,717 | $557K |
| Norris Financial Group, LLC | 0.19% | No change | 25,957 | $521K |
| Core Wealth Partners LLC | 0.24% | No change | 25,630 | $515K |
| World Investment Advisors | 0.01% | Add +3.7% | 24,419 | $490K |
| Summit Wealth Partners, LLC | 0.08% | Add +2.2% | 23,394 | $470K |
| Modern Wealth Management, LLC | 0.01% | Reduce -14.8% | 22,626 | $454K |
| One Plus One Wealth Management, LLC | 0.22% | Reduce -42.8% | 22,353 | $449K |
| Principle Wealth Partners LLC | 0.02% | Add +24.6% | 20,396 | $410K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -0.7% | 19,117 | $384K |
| Foronjy Financial LLC | 0.16% | Reduce -7.7% | 18,737 | $376K |
| Castle Wealth Management LLC | 0.12% | No change | 18,248 | $366K |
| Uniting Wealth Partners, LLC | 0.08% | New | 17,626 | $354K |
| AE Wealth Management LLC | 0.00% | Add +2.4% | 16,950 | $340K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -62.0% | 16,746 | $336K |
| Keystone Wealth Services, LLC | 0.07% | No change | 16,500 | $331K |
| Snowden Capital Advisors LLC | 0.01% | Add +24.1% | 15,313 | $307K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 15,312 | $307K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 15,000 | $301K |
| Rooted Wealth Advisors, Inc. | 0.09% | Add +0.0% | 14,705 | $295K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +23.5% | 14,437 | $290K |
| Hedeker Wealth, LLC | 0.06% | Add +18.9% | 13,258 | $266K |
| Novem Group | 0.03% | No change | 13,000 | $261K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.1% | 12,566 | $252K |
| Chilton Capital Management LLC | 0.01% | No change | 12,453 | $250K |
| Certified Advisory Corp | 0.02% | New | 12,400 | $249K |
| Integrity Wealth Advisors, Inc. | 0.09% | Add +13.5% | 12,375 | $248K |
| Naples Global Advisors, LLC | 0.02% | No change | 12,000 | $241K |
| Hilltop Holdings Inc. | 0.01% | Reduce -0.1% | 11,328 | $227K |
| Capital Analysts, LLC | 0.01% | No change | 10,935 | $220K |
| BlackDiamond Wealth Management, LLC | 0.12% | Add +2.7% | 10,919 | $219K |
| Alta Wealth Advisors LLC | 0.08% | New | 10,869 | $218K |
| Independent Financial Group, LLC | 0.01% | Add +2.6% | 10,866 | $218K |
| Mariner, LLC | 0.00% | Reduce -13.1% | 10,759 | $216K |
| IFG Advisory, LLC | 0.01% | No change | 10,342 | $208K |
| Tiaa Trust, National Association | 0.00% | New | 10,325 | $207K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 10,278 | $206K |
| LVZ, Inc. | 0.02% | No change | 10,053 | $202K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 10,000 | $201K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 7,433 | $149K |
| Lanark Financial, Inc. | 0.01% | Add +0.8% | 5,763 | $116K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.4% | 5,639 | $113K |
| Harbour Investments, Inc. | 0.00% | Add +91.0% | 5,200 | $104K |
| Front Row Advisors LLC | 0.03% | No change | 5,000 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | Add +14.4% | 3,991 | $80K |
| US Bancorp \de | 0.00% | Add +29.4% | 3,584 | $72K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +349900.0% | 3,500 | $70K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,941 | $39K |
| Private Trust Co. NA | 0.00% | Reduce -81.4% | 1,781 | $36K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,750 | $35K |
| Principal Securities, Inc. | 0.00% | Add +9.2% | 1,695 | $34K |
| Evolution Wealth Management Inc. | 0.03% | No change | 1,640 | $33K |
| Advisory Services Network, LLC | 0.00% | New | 1,600 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 1,300 | $26K |
| Tidemark, LLC | 0.00% | No change | 831 | $17K |
| CX Institutional | 0.00% | Add +0.2% | 501 | $10K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -67.9% | 269 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -94.8% | 140 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -97.7% | 37 | $745 |
"% 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.