First Trust Short Dur ManagFSMBETF
13F holders, Q4 2025 (December 31)140holders +11
21new positions
13sold out
$20.05avg. 13F price*
At the end of Q4 2025, 140 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings, up 11 from Q3 2025. 21 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($88.5M), LPL Financial LLC ($28.5M) and Corient Private Wealth LP ($24.6M).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $12.2M |
| Exits | 13 | $7.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,452,236 shares bought and 630,729 shares sold, net +821,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Morgan Stanley | 0.01% | Add +0.4% | 4,412,903 | $88.5M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 1,422,753 | $28.5M |
| Corient Private Wealth LP | 0.03% | Add +3.0% | 1,225,195 | $24.6M |
| RMR Wealth Builders | 1.64% | Add +8.4% | 1,023,222 | $20.5M |
| HighTower Advisors, LLC | 0.02% | Add +5.5% | 880,016 | $17.6M |
| PFS Partners, LLC | 6.33% | Reduce -2.0% | 687,636 | $13.8M |
| UBS Group AG | 0.00% | Add +0.8% | 685,880 | $13.7M |
| TruWealth Advisors, LLC | 0.61% | Reduce -3.5% | 619,568 | $12.4M |
| NewEdge Advisors, LLC | 0.04% | Add +10.4% | 487,616 | $9.8M |
| Royal Bank of Canada | 0.00% | Add +6.0% | 479,560 | $9.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +14.3% | 477,992 | $9.6M |
| Wells Fargo & Company | 0.00% | Add +8.7% | 461,233 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +7.1% | 458,782 | $9.2M |
| EnRich Financial Partners LLC | 2.16% | Add +3.2% | 396,123 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.4% | 387,356 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.5% | 299,549 | $6.0M |
| Nilsine Partners, LLC | 0.44% | Add +2.5% | 252,715 | $5.1M |
| Allworth Financial LP | 0.02% | Reduce -7.3% | 235,153 | $4.7M |
| Condor Capital Management | 0.37% | Reduce -1.4% | 230,777 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -5.5% | 223,207 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +4.0% | 214,530 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.9% | 214,080 | $4.3M |
| True Blue Financial, LLC | 3.34% | — | 201,726 | $4.0M |
| TrueWealth Financial Partners | 3.34% | New | 201,726 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +62.0% | 199,110 | $4.0M |
| Per Stirling Capital Management, LLC. | 0.44% | Add +14.5% | 197,053 | $3.9M |
| Francis Financial, Inc. | 0.63% | Add +9.1% | 161,251 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -3.1% | 147,035 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.7% | 137,847 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.5% | 122,211 | $2.4M |
| Stephens Inc. | 0.03% | No change | 116,454 | $2.3M |
| Gateway Wealth Partners, LLC | 0.26% | Add +10.4% | 115,448 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +8.8% | 114,601 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.3% | 112,281 | $2.3M |
| RFG Advisory, LLC | 0.04% | Add +89.2% | 109,956 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -11.5% | 108,781 | $2.2M |
| Pursuit Wealth Management LLC | 1.86% | — | 108,238 | $2.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.2% | 92,905 | $1.9M |
| Comerica Bank | 0.01% | Reduce -1.6% | 90,191 | $1.8M |
| Mgo One Seven LLC | 0.04% | New | 88,418 | $1.8M |
| Insight Inv LLC | 0.99% | Add +1.7% | 88,235 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +7.5% | 82,888 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +3.3% | 80,979 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Reduce -32.6% | 79,359 | $1.6M |
| Genesis Private Wealth, LLC | 0.44% | Add +8.1% | 70,989 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Reduce -1.1% | 69,217 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.07% | Reduce -4.4% | 68,375 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Reduce -4.4% | 68,375 | $1.4M |
| StoneX Group Inc. | 0.06% | Reduce -18.1% | 63,191 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +1541.8% | 57,463 | $1.2M |
| Hobart Private Capital, LLC | 0.22% | No change | 56,667 | $1.1M |
| Avaii Wealth Management, LLC | 0.40% | Add +11.6% | 55,326 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.06% | No change | 55,042 | $1.1M |
| Security Financial Services, INC. | 0.17% | Add +41.1% | 54,655 | $1.1M |
| Elequin Capital, LP | 0.16% | Reduce -1.2% | 51,965 | $1.0M |
| Summit Financial, LLC | 0.02% | Reduce -10.5% | 51,221 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +10.7% | 50,748 | $1.0M |
| FSB Premier Wealth Management, Inc. | 0.31% | Reduce -0.2% | 48,856 | $979K |
| Occidental Asset Management, LLC | 0.11% | Add +1.1% | 46,036 | $923K |
| Private Advisor Group, LLC | 0.00% | Add +9.1% | 43,845 | $879K |
| James Investment Research, Inc. | 0.10% | No change | 43,586 | $874K |
| Prospera Financial Services Inc | 0.01% | Add +6.7% | 42,594 | $854K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +4.2% | 41,958 | $841K |
| D.A. Davidson & Co. | 0.01% | Add +11.4% | 40,827 | $818K |
| Jane Street Group, LLC | 0.00% | New | 40,551 | $813K |
| Arbor Capital Management Inc. | 0.67% | Add +7.0% | 39,775 | $798K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.7% | 39,530 | $792K |
| Inspirion Wealth Advisors, LLC | 0.10% | Reduce -0.8% | 39,295 | $788K |
| Trust Co. of Oklahoma | 0.19% | No change | 33,043 | $662K |
| Flow Traders U.S. LLC | 0.02% | New | 32,291 | $647K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 32,257 | $647K |
| Sigma Planning Corp | 0.02% | New | 31,553 | $632K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 31,491 | $631K |
| Capital Financial Group Inc\co\ | 0.34% | — | 30,400 | $609K |
| Keating Financial Advisory Services, Inc. | 0.08% | — | 28,119 | $564K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Reduce -2.0% | 27,163 | $547K |
| Castle Wealth Management LLC | 0.17% | Add +43.6% | 26,203 | $525K |
| Norris Financial Group, LLC | 0.18% | No change | 25,957 | $520K |
| Waddell & Associates, LLC | 0.03% | New | 25,059 | $502K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.44% | New | 24,165 | $484K |
| Principle Wealth Partners LLC | 0.03% | Add +17.9% | 24,040 | $482K |
| Summit Wealth Partners, LLC | 0.09% | No change | 23,394 | $469K |
| World Investment Advisors | 0.01% | Reduce -8.2% | 22,407 | $449K |
| Fifth Third Securities, Inc. | 0.03% | New | 21,880 | $439K |
| One Plus One Wealth Management, LLC | 0.20% | Reduce -5.5% | 21,119 | $423K |
| Snowden Capital Advisors LLC | 0.01% | Add +35.9% | 20,803 | $417K |
| Core Wealth Partners LLC | 0.18% | Reduce -22.6% | 19,831 | $398K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +3.2% | 19,729 | $395K |
| AE Wealth Management LLC | 0.00% | Add +8.7% | 18,420 | $369K |
| WealthCare Investment Partners, LLC | 0.10% | New | 16,788 | $337K |
| Keystone Wealth Services, LLC | 0.07% | No change | 16,500 | $331K |
| Novem Group | 0.04% | Add +25.5% | 16,315 | $327K |
| Foronjy Financial LLC | 0.13% | Reduce -14.3% | 16,049 | $322K |
| International Assets Investment Management, LLC | 0.02% | New | 14,993 | $301K |
| Rooted Wealth Advisors, Inc. | 0.08% | Reduce -2.3% | 14,365 | $290K |
| Strategy Asset Managers LLC | 0.05% | New | 14,330 | $287K |
| &partners | 0.00% | New | 14,300 | $287K |
| Hedeker Wealth, LLC | 0.06% | Add +2.3% | 13,566 | $272K |
| Farther Finance Advisors, LLC | 0.00% | Add +139.1% | 13,481 | $270K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -8.3% | 13,236 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -55.4% | 12,696 | $254K |
| Golden State Wealth Management, LLC | 0.03% | Add +0.1% | 12,575 | $252K |
| Chilton Capital Management LLC | 0.01% | No change | 12,453 | $250K |
| Certified Advisory Corp | 0.02% | No change | 12,400 | $249K |
| Modern Wealth Management, LLC | 0.00% | Reduce -45.7% | 12,293 | $246K |
| Naples Global Advisors, LLC | 0.02% | No change | 12,000 | $241K |
| Crux Wealth Advisors | 0.09% | New | 11,612 | $233K |
| Hilltop Holdings Inc. | 0.01% | Add +1.9% | 11,545 | $231K |
| Financial Enhancement Group LLC | 0.03% | New | 11,498 | $231K |
| Janney Montgomery Scott LLC | 0.00% | New | 11,414 | $229K |
| Capital Analysts, LLC | 0.01% | No change | 10,935 | $219K |
| Shade Tree Advisors LLC | 0.17% | New | 10,866 | $218K |
| Independent Financial Group, LLC | 0.00% | No change | 10,866 | $218K |
| Mariner, LLC | 0.00% | Reduce -0.7% | 10,686 | $214K |
| Alta Wealth Advisors LLC | 0.07% | Reduce -1.9% | 10,660 | $214K |
| BlackDiamond Wealth Management, LLC | 0.10% | Reduce -5.6% | 10,310 | $208K |
| IFG Advisory, LLC | 0.01% | No change | 10,342 | $207K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | No change | 10,278 | $206K |
| Redhawk Wealth Advisors, Inc. | 0.02% | New | 10,197 | $204K |
| Captrust Financial Advisors | 0.00% | New | 10,119 | $203K |
| LVZ, Inc. | 0.02% | No change | 10,053 | $202K |
| Kingsview Wealth Management, LLC | 0.00% | No change | 10,000 | $200K |
| Uptick Partners, LLC | 0.04% | New | 9,985 | $200K |
| Harbour Investments, Inc. | 0.00% | Add +47.9% | 7,690 | $154K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 7,433 | $149K |
| CoreCap Advisors, LLC | 0.00% | Add +248.2% | 6,758 | $135K |
| Lanark Financial, Inc. | 0.01% | Add +0.8% | 5,808 | $116K |
| Front Row Advisors LLC | 0.03% | No change | 5,000 | $100K |
| US Bancorp \de | 0.00% | Add +36.4% | 4,890 | $98K |
| Tucker Asset Management LLC | 0.02% | New | 4,100 | $82K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.1% | 3,995 | $80K |
| CX Institutional | 0.00% | Add +499.8% | 3,005 | $60K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +111.5% | 2,750 | $55K |
| Evolution Wealth Management Inc. | 0.03% | No change | 1,640 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,500 | $30K |
| Tidemark, LLC | 0.00% | No change | 831 | $17K |
| Private Trust Co. NA | 0.00% | Reduce -65.4% | 616 | $12K |
| Legacy Wealth Managment, LLC | 0.00% | New | 296 | $6K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 269 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 37 | $749 |
"% 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.