FSMB

First Trust Short Dur Manag

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of First Trust Short Dur Manag (FSMB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Short Dur Manag (FSMB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Short Dur Manag (FSMB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Short Dur Manag (FSMB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 0.87%
1.47%
$14.131M
712,254 shares@ 19.84 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 0.69%
0.66%
$10.864M
547,562 shares@ 19.85 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.78%
0.05%
$1.517M
76,487 shares@ 19.84 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
0.59%
$1.06M
53,424 shares@ 19.85 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 3.49%
0.13%
$796,298
40,136 shares@ 19.84 avg price
Steve McQuade@Trust Co Of Oklahoma
Recent Activity
0.25%
$751,619
37,884 shares@ 19.85 avg price
Noah Seidenberg@Inspirion Wealth Advisors, Llc
Recent Activity
Decreased -9.59%
0.1%
$711,544
35,828 shares@ 19.86 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$690,919
34,529 shares@ 20.01 avg price
Jon Greer@Gsg Advisors Llc
Recent Activity
Increased 0.76%
0.13%
$411,220
20,727 shares@ 19.84 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -16.31%
0.01%
$244,000
12,314 shares@ 19.82 avg price