Who Owns FSMB?
First Trust Short Duration Managed Municipal ETF — Institutional Ownership & 13F Holdings
$19.98
+0.02 (+0.10%)
Market Cap
$573.1M
Shares Outstanding
29,137,958
Institutional Holders
126
Total Inst. Value
$290.7M
% of Float Held
—
QoQ Holder Change
+49
Institutional data as of Q1 2025
New Positions
30
Closed Positions
13
Increased
43
Decreased
34
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $71.3M | 3,590,098 |
| 2 | RAYMOND JAMES FINANCIAL INC | $33.7M | 1,698,479 |
| 3 | HighTower Advisors, LLC | $16.3M | 822,443 |
| 4 | PFS Partners, LLCNew | $15.0M | 752,583 |
| 5 | UBS Group AG | $14.1M | 707,860 |
| 6 | TruWealth Advisors, LLC | $11.7M | 591,128 |
| 7 | Rockefeller Capital Management L.P. | $8.5M | 428,724 |
| 8 | ROYAL BANK OF CANADA | $8.4M | 424,996 |
| 9 | EnRich Financial Partners LLC | $7.4M | 374,385 |
| 10 | NewEdge Advisors, LLC | $7.4M | 370,242 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +49K | $71.3M |
| RAYMOND JAMES FINANCIAL INC | +135K | $33.7M |
| HighTower Advisors, LLC | +90K | $16.3M |
| PFS Partners, LLCNew | +753K | $15.0M |
| UBS Group AG | +127K | $14.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -89K | $3K |
| LPL Financial LLC | -82K | $25K |
| Visionary Wealth Advisors | -59K | $3.0M |
| Nilsine Partners, LLC | -32K | $4.4M |
| MAI Capital Management | -28K | $13K |
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Frequently Asked Questions
How many institutional investors hold FSMB?
As of Q1 2025, 126 institutional investors report holding FSMB (First Trust Short Duration Managed Municipal ETF) in their 13F filings.
Which hedge fund owns the most FSMB?
The largest institutional holder of FSMB is MORGAN STANLEY with $71.3M in shares.
Are institutions buying or selling FSMB?
This quarter, 30 institutions opened new positions in FSMB and 13 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.