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First Trust Short DUR Manag (FSMB)

CUSIP: 33739P830 | NYSE | 295 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

RMR Wealth Builders1,223,928
1.4% of portfolio›$23.8M
Commonwealth Equity Services, LLC822,217
0.0% of portfolio›$16.0M
PFS Partners, LLC664,535
5.3% of portfolio›$12.9M
Vaquero Private Wealth, LTD620,507
2.5% of portfolio›$12.1M
EnRich Financial Partners LLC436,519
2.0% of portfolio›$8.5M
Copper Harbor Investment Advisors, LLC416,118
1.7% of portfolio›$8.1M
Cambridge Investment Research Advisors, Inc.308,552
0.0% of portfolio›$6.0M
Nilsine Partners, LLC286,235
0.4% of portfolio›$5.6M
True Blue Financial, LLC247,082
1.8% of portfolio›$4.8M
Principle Wealth Partners LLC244,161
0.2% of portfolio›$4.8M
IFP Advisors, Inc136,843
0.0% of portfolio›$2.7M
RFG Advisory, LLC131,445
0.0% of portfolio›$2.6M
MGO One Seven LLC116,208
0.0% of portfolio›$2.3M
Kestra Advisory Services, LLC114,548
0.0% of portfolio›$2.2M
Dynamic Advisor Solutions LLC108,299
0.1% of portfolio›$2.1M
Insight Inv LLC94,681
0.9% of portfolio›$1.8M
Wealth Enhancement Advisory Services, LLC91,915
0.0% of portfolio›$1.8M
Genesis Private Wealth, LLC79,943
0.4% of portfolio›$1.6M
Hobart Private Capital, LLC78,265
0.3% of portfolio›$1.5M
Truist Financial Corp73,888
0.0% of portfolio›$1.4M
Avaii Wealth Management, LLC55,320
0.3% of portfolio›$1.1M
James Investment Research, Inc.42,880
0.1% of portfolio›$834.4K
Concurrent Investment Advisors, LLC40,125
0.0% of portfolio›$780.8K
XML Financial, LLC38,761
0.1% of portfolio›$754.3K
Vested Financial Planning, LLC35,773
0.5% of portfolio›$696.1K
Stonehaven Wealth & TAX Solutions, LLC35,126
0.6% of portfolio›$683.6K
Trust Co of Oklahoma33,343
0.2% of portfolio›$648.9K
Kestra Private Wealth Services, LLC33,211
0.0% of portfolio›$646.3K
Daymark Wealth Partners, LLC32,972
0.0% of portfolio›$641.6K
Inspirion Wealth Advisors, LLC29,870
0.1% of portfolio›$581.3K
D.A. Davidson & Co.28,627
0.0% of portfolio›$557.1K
Foster Victor Wealth Advisors, LLC27,748
0.0% of portfolio›$545.4K
One Plus One Wealth Management, LLC21,119
0.2% of portfolio›$411.0K
Evolution Wealth Management Inc.20,332
0.2% of portfolio›$395.7K
Farther Finance Advisors, LLC19,020
0.0% of portfolio›$370.1K
Keystone Wealth Services, LLC16,500
0.1% of portfolio›$319.9K
Sigma Planning Corp16,164
0.0% of portfolio›$314.6K
Brookstone Capital Management15,760
0.0% of portfolio›$306.7K
Novem Group15,650
0.0% of portfolio›$304.5K
Sowell Financial Services LLC14,890
0.0% of portfolio›$289.8K
Cannon Financial Strategists, Inc.12,706
0.0% of portfolio›$247.3K
Rooted Wealth Advisors, Inc.12,573
0.1% of portfolio›$251.3K
Chilton Capital Management LLC12,453
0.0% of portfolio›$242.3K
Certified Advisory Corp12,400
0.0% of portfolio›$241.3K
Capital Investment Advisory Services, LLC11,850
0.0% of portfolio›$230.6K
Ashton Thomas Private Wealth, LLC11,698
0.0% of portfolio›$227.6K
Financial Enhancement Group LLC11,498
0.0% of portfolio›$223.6K
Prime Capital Investment Advisors, LLC10,666
0.0% of portfolio›$207.6K
Patriot Financial Group Insurance Agency, LLC10,278
0.0% of portfolio›$200.0K
Atria Investments, Inc10,212
0.0% of portfolio›$198.7K
LVZ, Inc.10,053
0.0% of portfolio›$195.6K
Farmers & Merchants Trust Co of Chambersburg PA5,253
0.1% of portfolio›$102.0K
Hazlett, Burt & Watson, Inc.2,750
0.0% of portfolio›$54
Pinnacle Bancorp, Inc.2,319
0.0% of portfolio›$45.1K
Lanark Financial, Inc.1,610
0.0% of portfolio›$31.3K
Golden State Wealth Management, LLC1,198
0.0% of portfolio›$23.3K
Private Trust Co NA1,136
0.0% of portfolio›$22.1K
CX Institutional517
0.0% of portfolio›$10
Parallel Advisors, LLC200
0.0% of portfolio›$3.9K
StyleTurnoverLocationFiled
RMR Wealth Builders
1,223,928$23.8M1.4%ETFLowMontclair, NJ2026-10-22
Commonwealth Equity Services, LLC
822,217$16.0M0.0%ETFLowWaltham, MA2026-11-02
PFS Partners, LLC
664,535$12.9M5.3%ETFVery LowMine Hill, NJ2026-10-21
Vaquero Private Wealth, LTD
620,507$12.1M2.5%ETFN/ADallas, TX2026-10-27
EnRich Financial Partners LLC
436,519$8.5M2.0%ETFVery LowMadison, WI2026-10-21
Copper Harbor Investment Advisors, LLC
416,118$8.1M1.7%ETFN/AAppleton, WI2026-10-16
Cambridge Investment Research Advisors, Inc.
308,552$6.0M0.0%ETFLowFairfield, IA2026-11-02
Nilsine Partners, LLC
286,235$5.6M0.4%CoreMediumGreenwood Village, CO2026-11-02
True Blue Financial, LLC
247,082$4.8M1.8%ETFLowStevensville, MI2026-10-15
Principle Wealth Partners LLC
244,161$4.8M0.2%CoreVery LowMadison, CT2026-11-02
IFP Advisors, Inc
136,843$2.7M0.0%GrowthLowTampa, FL2026-10-16
RFG Advisory, LLC
131,445$2.6M0.0%ETFMediumBirmingham, AL2026-11-03
MGO One Seven LLC
116,208$2.3M0.0%GrowthLowBeachwood, OH2026-10-28
Kestra Advisory Services, LLC
114,548$2.2M0.0%CoreLowAustin, TX2026-11-02
Dynamic Advisor Solutions LLC
108,299$2.1M0.1%ETFLowPhoenix, AZ2026-10-13
Insight Inv LLC
94,681$1.8M0.9%CoreVery LowEl Segundo, CA2026-10-27
Wealth Enhancement Advisory Services, LLC
91,915$1.8M0.0%CoreLowPlymouth, MN2026-10-13
Genesis Private Wealth, LLC
79,943$1.6M0.4%ETFLowAshburn, VA2026-11-02
Hobart Private Capital, LLC
78,265$1.5M0.3%ETFMediumCharlotte, NC2026-10-19
Truist Financial Corp
73,888$1.4M0.0%CoreLowCharlotte, NC2026-10-30
Avaii Wealth Management, LLC
55,320$1.1M0.3%ETFMediumAppleton, WI2026-10-09
James Investment Research, Inc.
42,880$834.4K0.1%CoreLowAlpha, OH2026-10-22
Concurrent Investment Advisors, LLC
40,125$780.8K0.0%GrowthMediumTampa, FL2026-10-16
XML Financial, LLC
38,761$754.3K0.1%ETFLowBethesda, MD2026-10-29
Vested Financial Planning, LLC
35,773$696.1K0.5%ETFMediumSan Carlos, CA2026-10-28
Stonehaven Wealth & TAX Solutions, LLC
35,126$683.6K0.6%ETFLowAppleton, WI2026-10-22
Trust Co of Oklahoma
33,343$648.9K0.2%MomentumLowTulsa, OK2026-10-15
Kestra Private Wealth Services, LLC
33,211$646.3K0.0%GrowthLowAustin, TX2026-10-30
Daymark Wealth Partners, LLC
32,972$641.6K0.0%CoreLowCincinnati, OH2026-11-04
Inspirion Wealth Advisors, LLC
29,870$581.3K0.1%ETFMediumLibertyville, IL2026-10-09
D.A. Davidson & Co.
28,627$557.1K0.0%CoreLowGreat Falls, MT2026-10-28
Foster Victor Wealth Advisors, LLC
27,748$545.4K0.0%CoreMediumGreenville, SC2026-10-21
One Plus One Wealth Management, LLC
21,119$411.0K0.2%ETFMediumJupiter, FL2026-10-16
Evolution Wealth Management Inc.
20,332$395.7K0.2%ETFMediumFort Myers, FL2026-10-28
Farther Finance Advisors, LLC
19,020$370.1K0.0%IndexLowSan Francisco, CA2026-10-08
Keystone Wealth Services, LLC
16,500$319.9K0.1%ETFHighPalm Desert, CA2026-11-03
Sigma Planning Corp
16,164$314.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Brookstone Capital Management
15,760$306.7K0.0%ETFMediumWheaton, IL2026-10-22
Novem Group
15,650$304.5K0.0%ETFMediumRochester, NY2026-10-19
Sowell Financial Services LLC
14,890$289.8K0.0%CoreLowNorth Little Rock, AR2026-10-23
Cannon Financial Strategists, Inc.
12,706$247.3K0.0%ETFVery LowAthens, GA2026-10-19
Rooted Wealth Advisors, Inc.
12,573$251.3K0.1%ETFLowBourbonnais, IL2026-11-03
Chilton Capital Management LLC
12,453$242.3K0.0%GrowthMediumHouston, TX2026-10-28
Certified Advisory Corp
12,400$241.3K0.0%ETFLowAltamonte Springs, FL2026-10-29
Capital Investment Advisory Services, LLC
11,850$230.6K0.0%CoreMediumRaleigh, NC2026-10-30
Ashton Thomas Private Wealth, LLC
11,698$227.6K0.0%CoreMediumScottsdale, AZ2026-11-03
Financial Enhancement Group LLC
11,498$223.6K0.0%ETFMediumAnderson, IN2026-10-08
Prime Capital Investment Advisors, LLC
10,666$207.6K0.0%ETFLowOverland Park, KS2026-10-20
Patriot Financial Group Insurance Agency, LLC
10,278$200.0K0.0%GrowthLowWalpole, MA2026-10-14
Atria Investments, Inc
10,212$198.7K0.0%CoreMediumCharlotte, NC2026-10-15
LVZ, Inc.
10,053$195.6K0.0%ETFLowHolland, MI2026-10-20
Farmers & Merchants Trust Co of Chambersburg PA
5,253$102.0K0.1%GARPLowChambersburg, PA2026-10-14
Hazlett, Burt & Watson, Inc.
2,750$540.0%CoreVery LowWheeling, WV2026-11-04
Pinnacle Bancorp, Inc.
2,319$45.1K0.0%CoreVery LowBeatrice, NE2026-10-21
Lanark Financial, Inc.
1,610$31.3K0.0%CoreMediumBirmingham, AL2026-10-26
Golden State Wealth Management, LLC
1,198$23.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Private Trust Co NA
1,136$22.1K0.0%CoreLowCleveland, OH2026-10-20
CX Institutional
517$100.0%CoreMediumAuburn, IN2026-10-02
Parallel Advisors, LLC
200$3.9K0.0%IndexLowSan Francisco, CA2026-11-03