FSMB

First Trust Short Dur Manag

Latest period2026 - Q1Total superinvestors138

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 138 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

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Increased 16.63%
0.01%
$102.725M
5.147M shares@ 19.97 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 59.38%
0.02%
$45.259M
2.267M shares@ 19.96 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Increased 5.29%
1.7%
$21.502M
1.077M shares@ 19.96 avg price
Jamie Lynn Cahal@Corient Private Wealth Llc
Recent Activity
Decreased -57.04%
0.04%
$21.01M
1.053M shares@ 19.96 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 7.89%
0.03%
$18.949M
949,368 shares@ 19.97 avg price
David Vollmer@Pfs Partners, Llc
Recent Activity
Decreased -0.34%
6.28%
$13.678M
685,295 shares@ 19.97 avg price
Andrew Johnson@Ubs Group Ag
Recent Activity
Decreased -1.13%
0.01%
$13.535M
678,124 shares@ 19.96 avg price
Jennifer Valteau@Truwealth Advisors, Llc
Recent Activity
Increased 7.93%
0.65%
$13.346M
668,643 shares@ 19.97 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 157.31%
0.02%
$11.018M
551,996 shares@ 19.97 avg price
Rizwan Mirza@Rockefeller Capital Management L.p.
Recent Activity
Increased 6.66%
0.02%
$10.175M
509,788 shares@ 19.97 avg price

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