FSMB

First Trust Short Dur Manag

+$37.3M

Net Activity

Institutions Holding

138

Popularity Rank

#3753

Avg Weight

0.19%

Total Value

$454.0M

Ownership Trend

138 institutions currently hold FSMB, with 80 net buyers and 54 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

54

Net Buying Institutions

80

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$102.7M
LF
LPL Financial LLC
$45.3M
RW
RMR Wealth Builders
$21.5M
CP
Corient Private Wealth LLC
$21.0M
HA
HighTower Advisors, LLC
$18.9M

Top 5 by Conviction

PP
PFS Partners, LLC
6.27%
TB
True Blue Financial, LLC
3.32%
EF
EnRich Financial Partners LLC
2.20%
RW
RMR Wealth Builders
1.69%
FF
Francis Financial, Inc.
1.32%
View all 138 holding institutions

Quarterly Activity

Recent Activity

+$335.6M

Total Buy Value

$153.3M

Total Sell Value

New buy16
Trim40
Add64
Sold out14

80

Net Buyers

54

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST SHORT DUR MANAG (FSMB)?
Major stakeholders currently include Morgan Stanley ($102.7M), LPL Financial LLC ($45.3M), RMR Wealth Builders ($21.5M). Based on the latest 13F filings, there are a total of 138 tracked investment funds and institutions maintaining positions in FSMB.
What is the overall institutional sentiment toward FSMB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $37.3M, driven by 80 managers accumulating shares while 54 reduced their exposure.
Which institutions have been selling or reducing their FSMB positions?
In the latest period, 40 funds trimmed their holdings, and 14 managers completely exited their positions. The aggregate reported sell value was $153.3M.
Are there any notable investors adding FSMB to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 64 existing holders added to their shares. The total reported buy value for the quarter amounted to $335.6M.

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