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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 %
BCI
26
Brinker Capital Investments
Pennsylvania
$2.65M 133,062 +258 +0.2%
ARG
27
Advisory Resource Group
Oklahoma
$2.49M 124,929 +5,189 +4%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$2.37M 118,889 +604 +0.5%
SFS
29
Sowell Financial Services
Arkansas
$2.33M 117,220 +447 +0.4%
SI
30
Stephens Inc
Arkansas
$2.32M 116,454 – –
IA
31
IFP Advisors
Florida
$2.03M 102,208 +6,299 +7%
KAS
32
Kestra Advisory Services
Texas
$1.93M 97,068 -67,254 -41%
VBFG
33
Vishria Bird Financial Group
Tennessee
$1.79M 89,701 -620 -0.7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.78M 89,466 +62,051 +226%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.73M 87,045 -3,271 -4%
Comerica Bank
36
Comerica Bank
Texas
$1.71M 86,031 +740 +0.9%
IIL
37
Insight Inv LLC
California
$1.6M 80,310 -12,250 -13%
Truist Financial
38
Truist Financial
North Carolina
$1.51M 75,748 -8,501 -10%
SG
39
StoneX Group
New York
$1.5M 75,504 +13,349 +21%
MA
40
Mutual Advisors
Nebraska
$1.48M 74,399 +172 +0.2%
GPW
41
Genesis Private Wealth
Virginia
$1.18M 59,446 +3,205 +6%
FAIM
42
Financial Advocates Investment Management
Washington
$1.18M 59,265 -701 -1%
EH
43
Equitable Holdings
New York
$1.16M 58,157 +15,581 +37%
DAS
44
Dynamic Advisor Solutions
Arizona
$1.02M 51,406 +3,578 +7%
AWM
45
Avaii Wealth Management
Wisconsin
$1.01M 50,772 +9,037 +22%
FPWM
46
FSB Premier Wealth Management
Iowa
$997K 50,104 -4,111 -8%
OAM
47
Occidental Asset Management
California
$906K 45,536 -1,000 -2%
RA
48
RFG Advisory
Alabama
$904K 45,395 +3,519 +8%
Goldman Sachs
49
Goldman Sachs
New York
$877K 44,041 +44,041 New
JIR
50
James Investment Research
Ohio
$868K 43,586 – –
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