Who owns FSMB?
First Trust Short Duration Managed Municipal ETF · First Trust
140 institutions reported holding FSMB, worth $529.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FSMB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $104.9M | 5,246,393 | +99,859 shares |
| LPL Financial LLC | Fort Mill, SC | $49.9M | 2,496,609 | +229,136 shares |
| RMR Wealth Builders | Montclair, NJ | $23.0M | 1,151,454 | +74,187 shares |
| HighTower Advisors, LLC | Chicago, IL | $17.9M | 896,202 | −53,166 shares |
| Corient Private Wealth LP | Miami, FL | $17.1M | 857,020 | −195,610 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $14.6M | 730,841 | +457,669 shares |
| UBS Group AG | Zurich, Switzerland | $14.3M | 713,289 | +35,165 shares |
| Waverly Advisors, LLC | Birmingham, AL | $14.0M | 701,965 | New position |
| PFS Partners, LLC | Mine Hill, NJ | $13.5M | 674,660 | −10,635 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $13.2M | 657,968 | +197,450 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FSMB?
140 institutional managers reported holding FSMB in Form 13F filings for June 30, 2026, worth $529.2M in total. The largest reported position was held by Morgan Stanley, at $104.9M.
Did institutions buy or sell FSMB last quarter?
Reported 13F value rose 20.1% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 16 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FSMB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.