FSMB

First Trust Short Dur Manag

Latest period2026 - Q2Total superinvestors26

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2026-Q1 and 2026-Q2. According to the most recent SEC 13F filing, 26 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
David Vollmer@Pfs Partners, Llc
Recent Activity
Decreased -1.55%
5.47%
$13.486M
674,660 shares@ 19.99 avg price
Ryan Maynard@Vaquero Private Wealth, Ltd
Recent Activity
New Position
2.48%
$12.029M
601,749 shares@ 20.0 avg price
Lucas M. Brown@True Blue Financial, Llc
Recent Activity
Increased 12.72%
2.01%
$4.758M
238,019 shares@ 19.99 avg price
Christopher Marcellus Brooks@Ifp Advisors, Inc
Recent Activity
Decreased -0.81%
0.05%
$2.721M
136,134 shares@ 20.0 avg price
Rick Ohlrich@Rfg Advisory, Llc
Recent Activity
Increased 11.14%
0.05%
$2.664M
133,263 shares@ 20.0 avg price
Nancy Oliver@Cary Street Partners Financial Llc
Recent Activity
New Position
0.06%
$2.451M
122,620 shares@ 20.0 avg price
James Cannon@Dynamic Advisor Solutions Llc
Recent Activity
Increased 8.06%
0.07%
$2.241M
112,127 shares@ 20.0 avg price
Sean P. Skuja@Envestnet Portfolio Solutions, Inc.
Recent Activity
Increased 5.54%
0.01%
$2.068M
103,456 shares@ 19.99 avg price
Thomas Hamilton@Hobart Private Capital, Llc
Recent Activity
Increased 28.75%
0.3%
$1.721M
86,093 shares@ 19.99 avg price
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
Increased 9.61%
0.45%
$1.592M
79,646 shares@ 19.99 avg price

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