Stock ownership · SEC 13F · Q3 2025

FIRST TRUST SHORT DUR MANAG

Name: FIRST TRUST SHORT DUR MANAG - Institutional Ownership (SEC 13F)
Creator: U.S. Securities and Exchange Commission
Published: 2025-09-30
License: https://creativecommons.org/publicdomain/zero/1.0/

Who owns FIRST TRUST SHORT DUR MANAG (CUSIP 33739P830)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

Compiled by PlainFundData, Institutional Ownership Editorial Process · May 16, 2026

$4.9M
Reported value: 1
Institutions: 100%
Top-5 share

The verdict

As of Q3 2025, 1 institutions report $4.9M in FIRST TRUST SHORT DUR MANAG positions, ownership that is dominated by its top few institutional owners.

1
institutions hold it: $4.9M
reported 13F value: 100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 33739P830 · Q3 2025 $5M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

VALUE-TRACE $4.9M
HOLDERS-FOCUS 1 filers
CONC-DOM 100% top-5
PHOTO-UNK No peer
ACTIVITY-LIGHT 1 new
BOOK-MID 5Q history

Read with: Ownership concentration guide - FIRST TRUST SHORT DUR MANAG's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a FIRST TRUST SHORT DUR MANAG position has held steady from 1 to 1 over the last 5 quarters of 13F filings.

Distinct 13F filers holding FIRST TRUST SHORT DUR MANAG, by quarter

Top Institutional Holders

#	Institution	Shares	Value	Share of reported
1	JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM)	243,106	$4.9M	100.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIRST TRUST SHORT DUR MANAG's reported holders for Q3 2025, by reported value:

Shared-other discretion (OTR)

100.0%

Latest Quarter Activity · Q3 2025

New positions (1)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $4.9M

Complete exits (2)

Orion Porfolio Solutions, LLC exited

EVOLUTION WEALTH MANAGEMENT INC. exited

Frequently Asked Questions

How many institutions hold FIRST TRUST SHORT DUR MANAG?▼

FIRST TRUST SHORT DUR MANAG is held by 1 institutional investors per the latest SEC Form 13F filings as of Q3 2025.

What is the total institutional value of FIRST TRUST SHORT DUR MANAG?▼

Institutions report $4.9M of FIRST TRUST SHORT DUR MANAG as of Q3 2025.

How concentrated is ownership of FIRST TRUST SHORT DUR MANAG?▼

The top five institutional holders account for 100% of the reported institutional value in FIRST TRUST SHORT DUR MANAG, making ownership dominated by its top few institutional owners.

Who is the largest institutional holder of FIRST TRUST SHORT DUR MANAG?▼

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) is the largest reported holder of FIRST TRUST SHORT DUR MANAG with $4.9M across 243,106 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 Accessed 2026-09-21 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.