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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
47
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.7M
2
LPL Financial
2
LPL Financial
California
$26.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.81M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.9M
5
AF
5
Allworth Financial
California
$5.1M

Top Sellers

1
PGFC
1
Peapack-Gladstone Financial Corp
New Jersey
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M
3
KAS
3
Kestra Advisory Services
Texas
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.78M
5
HW
5
Hedeker Wealth
Illinois
$222K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.7M 4,153,802 +563,704 +16%
Raymond James Financial
2
Raymond James Financial
Florida
$34.9M 1,751,968 +53,489 +3%
LPL Financial
3
LPL Financial
California
$26.7M 1,341,616 +105,547 +9%
RWB
4
RMR Wealth Builders
New Jersey
$17.2M 862,168 +49,158 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$16.6M 834,208 +11,765 +1%
UBS Group
6
UBS Group
Switzerland
$15.1M 760,580 +52,720 +7%
PP
7
PFS Partners
New Jersey
$14.3M 718,763 -33,820 -4%
TA
8
TruWealth Advisors
Louisiana
$12.4M 622,789 +31,661 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.52M 478,116 +53,120 +12%
NA
10
NewEdge Advisors
Louisiana
$8.32M 417,780 +47,538 +13%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$8.28M 416,195 -12,529 -3%
EFP
12
EnRich Financial Partners
Wisconsin
$7.6M 381,862 +7,477 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.78M 340,535 -65,145 -16%
Wells Fargo
14
Wells Fargo
California
$5.75M 288,923 +64,823 +29%
AF
15
Allworth Financial
California
$5.1M 256,449 +77,518 +43%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$4.9M 245,974 +78,417 +47%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.81M 241,970 +84,280 +53%
CCM
18
Condor Capital Management
New Jersey
$4.63M 232,580 -247 -0.1%
NP
19
Nilsine Partners
Colorado
$4.51M 226,340 +5,567 +3%
Stifel Financial
20
Stifel Financial
Missouri
$3.97M 199,372 -9,500 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.8M 190,924 +31,698 +20%
PSCM
22
Per Stirling Capital Management
Texas
$3.68M 184,683 +14,670 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.93M 147,036 -75,693 -34%
VWA
24
Visionary Wealth Advisors
Illinois
$2.86M 143,757 -6,009 -4%
FF
25
Francis Financial
$2.66M 133,797 -2,013 -1%
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