FIRST TRUST SHORT DUR MANAG (FSMB) Top Institutional Shareholders
FIRST TRUST SHORT DUR MANAG (FSMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $446.62M in FSMB holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FSMB tracked by InsiderSet, reporting ownership valued at approximately $102.72M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $102.93M, representing an estimated gain of +0.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed FSMB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Rmr Wealth Builders, and several other long-term asset managers with concentrated positions in FIRST TRUST SHORT DUR MANAG (FSMB).
This page ranks the largest institutional FSMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
137
Total Reported Value
$446.62M
Largest Holder
Morgan Stanley
Largest Position
$102.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
151
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 5,146,534 | $102,724,824 | $102,930,680 | +$205,856 | +0.20% | |
| Lpl Financial Llc | 0.01% | 2,267,473 | $45,258,754 | $45,349,460 | +$90,706 | +0.20% | |
| Rmr Wealth Builders | 1.69% | 1,077,267 | $21,502,249 | $21,545,340 | +$43,091 | +0.20% | |
| Corient Private Wealth Llc | 0.03% | 1,052,630 | $21,010,487 | $21,052,600 | +$42,113 | +0.20% | |
| Hightower Advisors, Llc | 0.02% | 949,368 | $18,949,391 | $18,987,360 | +$37,969 | +0.20% | |
| Pfs Partners, Llc | 6.27% | 685,295 | $13,678,497 | $13,705,900 | +$27,403 | +0.20% | |
| Ubs Group Ag | 0.00% | 678,124 | $13,535,355 | $13,562,480 | +$27,125 | +0.20% | |
| Truwealth Advisors, Llc | 0.64% | 668,643 | $13,346,115 | $13,372,860 | +$26,745 | +0.20% | |
| Cetera Investment Advisers | 0.01% | 551,996 | $11,017,847 | $11,039,920 | +$22,073 | +0.20% | |
| Rockefeller Capital Management L.P. | 0.02% | 509,788 | $10,175,373 | $10,195,760 | +$20,387 | +0.20% | |
| Raymond James Financial Inc | 0.00% | 460,518 | $9,191,934 | $9,210,360 | +$18,426 | +0.20% | |
| Enrich Financial Partners Llc | 2.20% | 415,619 | $8,295,755 | $8,312,380 | +$16,625 | +0.20% | |
| Wells Fargo & Company/Mn | 0.00% | 414,123 | $8,265,897 | $8,282,460 | +$16,563 | +0.20% | |
| Envestnet Asset Management Inc | 0.00% | 377,831 | $7,541,503 | $7,556,620 | +$15,117 | +0.20% | |
| Francis Financial, Inc. | 1.32% | 357,351 | $7,132,726 | $7,147,020 | +$14,294 | +0.20% | |
| Royal Bank Of Canada | 0.00% | 323,015 | $6,447,000 | $6,460,300 | +$13,300 | +0.21% | |
| Per Stirling Capital Management, Llc. | 0.66% | 298,162 | $5,951,319 | $5,963,240 | +$11,921 | +0.20% | |
| Nilsine Partners, Llc | 0.44% | 282,049 | $5,639,570 | $5,640,980 | +$1,410 | +0.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 273,172 | $5,452,500 | $5,463,440 | +$10,940 | +0.20% | |
| Condor Capital Management | 0.41% | 248,646 | $4,962,993 | $4,972,920 | +$9,927 | +0.20% | |
| Gateway Wealth Partners, Llc | 0.18% | 234,040 | $4,671,464 | $4,680,800 | +$9,336 | +0.20% | |
| Allworth Financial Lp | 0.02% | 219,812 | $4,387,442 | $4,396,240 | +$8,798 | +0.20% | |
| True Blue Financial, Llc | 3.32% | 211,162 | $4,214,801 | $4,223,240 | +$8,439 | +0.20% | |
| Osaic Holdings, Inc. | 0.01% | 204,536 | $4,082,562 | $4,090,720 | +$8,158 | +0.20% | |
| Goldman Sachs Group Inc | 0.00% | 197,780 | $3,947,689 | $3,955,600 | +$7,911 | +0.20% | |
| Stifel Financial Corp | 0.00% | 192,572 | $3,843,818 | $3,851,440 | +$7,622 | +0.20% | |
| Newedge Advisors, Llc | 0.16% | 379,463 | $3,407,029 | $7,589,260 | +$4,182,231 | +122.75% | |
| Independent Financial Group, Llc | 0.03% | 139,571 | $2,831,465 | $2,791,420 | -$40,045 | -1.41% | |
| Mml Investors Services, Llc | 0.01% | 137,430 | $2,743,101 | $2,748,600 | +$5,499 | +0.20% | |
| Ifp Advisors, Inc | 0.06% | 137,246 | $2,739,430 | $2,744,920 | +$5,490 | +0.20% | |
| Rfg Advisory, Llc | 0.04% | 119,908 | $2,393,370 | $2,398,160 | +$4,790 | +0.20% | |
| Kestra Advisory Services, Llc | 0.01% | 111,182 | $2,219,190 | $2,223,640 | +$4,450 | +0.20% | |
| Orion Porfolio Solutions, Llc | 0.02% | 109,309 | $2,181,804 | $2,186,180 | +$4,376 | +0.20% | |
| Sanctuary Advisors, Llc | 0.01% | 108,639 | $2,168,434 | $2,172,780 | +$4,346 | +0.20% | |
| Dynamic Advisor Solutions Llc | 0.07% | 103,771 | $2,071,269 | $2,075,420 | +$4,151 | +0.20% | |
| Stephens Inc | 0.03% | 102,125 | $2,038,415 | $2,042,500 | +$4,085 | +0.20% | |
| Envestnet Portfolio Solutions, Inc. | 0.01% | 98,028 | $1,956,639 | $1,960,560 | +$3,921 | +0.20% | |
| Mgo One Seven Llc | 0.04% | 94,710 | $1,890,412 | $1,894,200 | +$3,788 | +0.20% | |
| Norris Financial Group, Llc | 0.34% | 89,919 | $1,845,605 | $1,798,380 | -$47,225 | -2.56% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 87,828 | $1,753,063 | $1,756,560 | +$3,497 | +0.20% | |
| Elevation Point Wealth Partners, Llc | 0.04% | 87,828 | $1,753,041 | $1,756,560 | +$3,519 | +0.20% | |
| Fifth Third Bancorp | 0.00% | 86,917 | $1,734,854 | $1,738,340 | +$3,486 | +0.20% | |
| Insight Inv Llc | 0.95% | 86,810 | $1,732,728 | $1,736,200 | +$3,472 | +0.20% | |
| Independent Advisor Alliance | 0.02% | 86,209 | $1,720,738 | $1,724,180 | +$3,442 | +0.20% | |
| Equitable Holdings, Inc. | 0.01% | 80,580 | $1,615,226 | $1,611,600 | -$3,626 | -0.22% | |
| Genesis Private Wealth, Llc | 0.46% | 72,668 | $1,450,450 | $1,453,360 | +$2,910 | +0.20% | |
| Arbor Capital Management Inc | 1.14% | 69,644 | $1,393,474 | $1,392,880 | -$594 | -0.04% | |
| Mutual Advisors, Llc | 0.03% | 69,335 | $1,383,921 | $1,386,700 | +$2,779 | +0.20% | |
| Hobart Private Capital, Llc | 0.26% | 66,872 | $1,334,765 | $1,337,440 | +$2,675 | +0.20% | |
| Sowell Financial Services Llc | 0.05% | 63,735 | $1,272,148 | $1,274,700 | +$2,552 | +0.20% |
Frequently asked questions about FSMB
Who owns the most FSMB stock?
The largest holders of FSMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST SHORT DUR MANAG (FSMB).
Is FSMB widely held by superinvestors?
Many widely followed stocks like FSMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FSMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.