FIRST TRUST SHORT DUR MANAG FSMB
$20.01
+0.1% 52w: $19.24 – $20.01
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data19.2419.6320.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
139
-1 QoQ
13F value
$462.4M
+4.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FSMB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 5.1M | $102.7M | 0.0% | +16.6% |
| LPL Financial LLC | Bank broker | 2.3M | $45.3M | 0.0% | +59.4% |
| RMR Wealth Builders | Wealth advisor | 1.1M | $21.5M | 1.7% | +5.3% |
| Corient Private Wealth LLC | Diversified mechanical | 1.1M | $21.0M | 0.0% | -57.0% |
| HighTower Advisors, LLC | Diversified mechanical | 949.4K | $18.9M | 0.0% | +7.9% |
| PFS Partners, LLC | Wealth advisor | 685.3K | $13.7M | 6.3% | -0.3% |
| UBS Group AG | Bank broker | 678.1K | $13.5M | 0.0% | -1.1% |
| TruWealth Advisors, LLC | Wealth advisor | 668.6K | $13.3M | 0.6% | +7.9% |
| Cetera Investment Advisers | Wealth advisor | 552.0K | $11.0M | 0.0% | +157.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 531.1K | $10.6M | 0.0% | +8.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 509.8K | $10.2M | 0.0% | +6.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 460.5K | $9.2M | 0.0% | +0.4% |
| EnRich Financial Partners LLC | Wealth advisor | 415.6K | $8.3M | 2.2% | +4.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 414.1K | $8.3M | 0.0% | -10.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 377.8K | $7.5M | 0.0% | -2.5% |
| Francis Financial, Inc. | Wealth advisor | 357.4K | $7.1M | 1.3% | +121.6% |
| ROYAL BANK OF CANADA | Bank broker | 323.0K | $6.4M | 0.0% | -32.6% |
| Per Stirling Capital Management, LLC. | Wealth advisor | 298.2K | $6.0M | 0.7% | +51.3% |
| Nilsine Partners, LLC | Other | 282.0K | $5.6M | 0.4% | +11.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 277.5K | $5.5M | 0.0% | +101.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 273.2K | $5.5M | 0.0% | +37.2% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 248.6K | $5.0M | 0.4% | +7.7% |
| Gateway Wealth Partners, LLC | Wealth advisor | 234.0K | $4.7M | 0.2% | +102.7% |
| Allworth Financial LP | Wealth advisor | 219.8K | $4.4M | 0.0% | -6.5% |
| True Blue Financial, LLC | Wealth advisor | 211.2K | $4.2M | 3.3% | +4.7% |
| JPMORGAN CHASE & CO | Bank broker | 210.3K | $4.2M | 0.0% | -1.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 204.5K | $4.1M | 0.0% | -31.7% |
| GOLDMAN SACHS GROUP INC | Bank broker | 197.8K | $3.9M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 192.6K | $3.8M | 0.0% | -13.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 137.4K | $2.7M | 0.0% | -6.5% |
| IFP Advisors, Inc | Wealth advisor | 137.2K | $2.7M | 0.1% | +19.8% |
| RFG Advisory, LLC | Wealth advisor | 119.9K | $2.4M | 0.0% | +9.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 111.2K | $2.2M | 0.0% | +19.7% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 109.3K | $2.2M | 0.0% | +0.5% |
| Sanctuary Advisors, LLC | Wealth advisor | 108.6K | $2.2M | 0.0% | -11.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 103.8K | $2.1M | 0.1% | +25.2% |
| STEPHENS INC /AR/ | Diversified mechanical | 102.1K | $2.0M | 0.0% | -12.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 98.0K | $2.0M | 0.0% | -12.7% |
| MGO ONE SEVEN LLC | Wealth advisor | 94.7K | $1.9M | 0.0% | +7.1% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 87.8K | $1.8M | 0.0% | +28.5% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 87.8K | $1.8M | 0.0% | +28.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 86.9K | $1.7M | 0.0% | New |
| Insight Inv LLC | Other | 86.8K | $1.7M | 0.9% | -1.6% |
| Independent Advisor Alliance | Wealth advisor | 86.2K | $1.7M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 80.6K | $1.6M | 0.0% | -0.5% |
| GENESIS PRIVATE WEALTH, LLC | Wealth advisor | 72.7K | $1.5M | 0.5% | +2.4% |
| ARBOR CAPITAL MANAGEMENT INC /ADV | Other | 69.6K | $1.4M | 1.1% | +75.1% |
| Mutual Advisors, LLC | Wealth advisor | 69.3K | $1.4M | 0.0% | +0.2% |
| Hobart Private Capital, LLC | Wealth advisor | 66.9K | $1.3M | 0.3% | +18.0% |
| Sowell Financial Services LLC | Wealth advisor | 63.7K | $1.3M | 0.0% | -19.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.