§ EQUITY
USDFSMB
FIRST TRUST SHORT DUR MANAG
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley IM | 5.1M | 0.0% | −42% |
| LPL Financial LLC | 2.3M | 0.0% | +59% |
| RMR Wealth Builders | 1.1M | 1.7% | +5% |
| Corient Private Wealth LP | 1.1M | 0.0% | −14% |
| HighTower Advisors, LLC | 949K | 0.0% | +8% |
| PFS Partners, LLC | 685K | 6.3% | −0% |
◇ AC INTELLIGENCE
Top institutional owners for FSMB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER69.1% · 127 holders
DEALER / BANK30.8% · 10 holders
INCOME / DEFENSIVE0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FSMB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention FSMB yet.