FIRST TRUST SHORT DUR MANAG (FSMB) Institutional Ownership and Insiders Activity
FIRST TRUST SHORT DUR MANAG (FSMB) is widely held by institutional investors, with 134 firms reporting positions valued at approximately $488.25M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $104.88M in FSMB holdings in its latest filing.
Institutional Holders
134
Total Reported Value
$488.25M
Largest Holder
Morgan Stanley
Largest Position
$104.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
17
Funds Exiting Positions
18
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$104.88M
- Lpl Financial Llc$49.91M
- Rmr Wealth Builders$23.82M
- Corient Private Wealth Llc$17.13M
- Commonwealth Equity Services, Llc$16.00M
FSMB News
All news- Pfs Partners Q2 Portfolio Activity: Strategic Buys, Sells & Top Holdings
Jul 22, 2026 · valut.ai