First Trust Short Dur ManagFSMBETF
13F holders, Q1 2026 (March 31)140holders
15new positions
13sold out
$19.96avg. 13F price*
At the end of Q1 2026, 140 institutions reported holding First Trust Short Dur Manag (FSMB) in their 13F filings, unchanged from Q4 2025. 15 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($102.7M), LPL Financial LLC ($45.3M) and RMR Wealth Builders ($21.5M).
- Company
- First Trust Short Dur Manag
- CUSIP
- 33739P830
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $10.7M |
| Exits | 13 | $9.2M |
All 13F filers, Q4 2025 → Q1 2026: 3,774,867 shares bought and 1,197,244 shares sold, net +2,577,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 140 holders
| Morgan Stanley | 0.01% | Add +16.6% | 5,146,534 | $102.7M |
| LPL Financial LLC | 0.01% | Add +59.4% | 2,267,473 | $45.3M |
| RMR Wealth Builders | 1.69% | Add +5.3% | 1,077,267 | $21.5M |
| Corient Private Wealth LP | 0.03% | Reduce -14.1% | 1,052,630 | $21.0M |
| HighTower Advisors, LLC | 0.02% | Add +7.9% | 949,368 | $18.9M |
| PFS Partners, LLC | 6.27% | Reduce -0.3% | 685,295 | $13.7M |
| UBS Group AG | 0.00% | Reduce -1.1% | 678,124 | $13.5M |
| TruWealth Advisors, LLC | 0.64% | Add +7.9% | 668,643 | $13.3M |
| Cetera Investment Advisers | 0.01% | Add +157.3% | 551,996 | $11.0M |
| NewEdge Advisors, LLC | 0.04% | Add +8.9% | 531,145 | $10.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +6.7% | 509,788 | $10.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.4% | 460,518 | $9.2M |
| EnRich Financial Partners LLC | 2.20% | Add +4.9% | 415,619 | $8.3M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 414,123 | $8.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.5% | 377,831 | $7.5M |
| Francis Financial, Inc. | 1.32% | Add +121.6% | 357,351 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -32.6% | 323,015 | $6.4M |
| Per Stirling Capital Management, LLC. | 0.66% | Add +51.3% | 298,162 | $6.0M |
| Nilsine Partners, LLC | 0.44% | Add +11.6% | 282,049 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +101.3% | 277,522 | $5.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +37.2% | 273,172 | $5.5M |
| Condor Capital Management | 0.41% | Add +7.7% | 248,646 | $5.0M |
| Gateway Wealth Partners, LLC | 0.18% | Add +102.7% | 234,040 | $4.7M |
| Allworth Financial LP | 0.02% | Reduce -6.5% | 219,812 | $4.4M |
| True Blue Financial, LLC | 3.32% | Add +4.7% | 211,162 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 210,255 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -31.7% | 204,536 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 197,780 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -13.7% | 192,572 | $3.8M |
| MML Investors Services, LLC | 0.01% | Reduce -6.5% | 137,430 | $2.7M |
| IFP Advisors, Inc | 0.06% | Add +19.8% | 137,246 | $2.7M |
| RFG Advisory, LLC | 0.04% | Add +9.1% | 119,908 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +19.7% | 111,182 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +0.5% | 109,309 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -11.1% | 108,639 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +25.2% | 103,771 | $2.1M |
| Stephens Inc. | 0.03% | Reduce -12.3% | 102,125 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -12.7% | 98,028 | $2.0M |
| Mgo One Seven LLC | 0.04% | Add +7.1% | 94,710 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +28.4% | 87,828 | $1.8M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +28.4% | 87,828 | $1.8M |
| Fifth Third Bancorp | 0.00% | New | 86,917 | $1.7M |
| Insight Inv LLC | 0.95% | Reduce -1.6% | 86,810 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 86,209 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.5% | 80,580 | $1.6M |
| Genesis Private Wealth, LLC | 0.46% | Add +2.4% | 72,668 | $1.5M |
| Arbor Capital Management Inc. | 1.14% | Add +75.1% | 69,644 | $1.4M |
| Mutual Advisors, LLC | 0.03% | Add +0.2% | 69,335 | $1.4M |
| Hobart Private Capital, LLC | 0.26% | Add +18.0% | 66,872 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Reduce -19.7% | 63,735 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +4028.3% | 61,924 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.06% | Add +9.1% | 60,042 | $1.2M |
| Avaii Wealth Management, LLC | 0.38% | Reduce -0.3% | 55,164 | $1.1M |
| Security Financial Services, INC. | 0.17% | Add +0.3% | 54,846 | $1.1M |
| Castle Wealth Management LLC | 0.34% | Add +98.2% | 51,942 | $1.0M |
| Summit Financial, LLC | 0.01% | Reduce -1.6% | 50,384 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +19.9% | 50,286 | $1.0M |
| FSB Premier Wealth Management, Inc. | 0.31% | Add +2.3% | 49,988 | $998K |
| Prospera Financial Services Inc | 0.02% | Add +12.8% | 48,062 | $959K |
| Truist Financial Corp. | 0.00% | Reduce -8.9% | 46,220 | $923K |
| Private Advisor Group, LLC | 0.00% | Add +3.1% | 45,205 | $902K |
| Occidental Asset Management, LLC | 0.10% | Reduce -4.2% | 44,111 | $880K |
| James Investment Research, Inc. | 0.10% | Reduce -1.6% | 42,880 | $856K |
| Waddell & Associates, LLC | 0.04% | Add +58.4% | 39,682 | $792K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 39,530 | $789K |
| D.A. Davidson & Co. | 0.00% | Reduce -3.9% | 39,227 | $783K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.62% | Add +45.9% | 35,264 | $704K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +155.0% | 33,750 | $674K |
| Trust Co. of Oklahoma | 0.19% | Add +0.9% | 33,343 | $666K |
| Norris Financial Group, LLC | 0.21% | Add +24.6% | 32,353 | $646K |
| Keating Financial Advisory Services, Inc. | 0.10% | Add +13.6% | 31,945 | $638K |
| Daymark Wealth Partners, LLC | 0.02% | New | 31,498 | $629K |
| Principle Wealth Partners LLC | 0.04% | Add +31.0% | 31,493 | $629K |
| Eldridge Investment Advisors, Inc. | 0.14% | No change | 31,491 | $629K |
| Capital Financial Group Inc\co\ | 0.34% | Add +1.6% | 30,900 | $617K |
| Inspirion Wealth Advisors, LLC | 0.08% | Reduce -22.2% | 30,570 | $610K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -5.5% | 30,489 | $609K |
| Sigma Planning Corp | 0.02% | Reduce -3.6% | 30,429 | $607K |
| Foster Victor Wealth Advisors, LLC | 0.03% | Add +1.0% | 27,440 | $549K |
| Summit Wealth Partners, LLC | 0.07% | No change | 23,394 | $467K |
| Old Mission Capital LLC | 0.01% | New | 23,164 | $462K |
| World Investment Advisors | 0.01% | No change | 22,407 | $447K |
| One Plus One Wealth Management, LLC | 0.18% | No change | 21,119 | $422K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.9% | 20,985 | $419K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +5.1% | 20,743 | $414K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Add +100.0% | 20,556 | $410K |
| Western Wealth Management, LLC | 0.02% | New | 20,500 | $409K |
| Harbour Investments, Inc. | 0.01% | Add +160.8% | 20,059 | $400K |
| Uniting Wealth Partners, LLC | 0.07% | New | 17,626 | $352K |
| Jane Street Group, LLC | 0.00% | Reduce -57.7% | 17,144 | $342K |
| Novem Group | 0.04% | Add +3.7% | 16,923 | $338K |
| WealthCare Investment Partners, LLC | 0.09% | Reduce -1.5% | 16,543 | $331K |
| Keystone Wealth Services, LLC | 0.07% | No change | 16,500 | $329K |
| OneDigital Investment Advisors LLC | 0.00% | New | 16,372 | $327K |
| Foronjy Financial LLC | 0.13% | Reduce -1.8% | 15,757 | $315K |
| AE Wealth Management LLC | 0.00% | Reduce -16.5% | 15,375 | $307K |
| International Assets Investment Management, LLC | 0.02% | Add +0.1% | 15,003 | $300K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.7% | 14,523 | $290K |
| Strategy Asset Managers LLC | 0.05% | No change | 14,330 | $286K |
| &partners | 0.00% | No change | 14,300 | $285K |
"% 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.