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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

42 hedge funds and large institutions have $36.9M invested in First Trust Short Duration Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 6 closing their positions.

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
13
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NWM
1
Northwest Wealth Management
Iowa
$1.89M
2
LPL Financial
2
LPL Financial
California
$5.52M
3
DFA
3
DHJJ Financial Advisors
Illinois
$968K
4
PWP
4
Principle Wealth Partners
Connecticut
$2.3M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$769K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
KPWS
2
Kestra Private Wealth Services
Texas
$0
3
SWP
3
Stratos Wealth Partners
Ohio
$1.29M
4
LA
4
LexAurum Advisors
Kansas
$919K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FTUS
26
Flow Traders U.S.
New York
$352K 16,905 +1,849 +12%
AWA
27
Alta Wealth Advisors
Massachusetts
$319K 15,324 +15,324 New
FAIM
28
Financial Advocates Investment Management
Washington
$317K 15,231 +15,231 New
TCWM
29
Total Clarity Wealth Management
Illinois
$229K 11,000 – –
MSFS
30
Main Street Financial Solutions
Pennsylvania
$229K 11,000 +11,000 New
JCM
31
Jacobi Capital Management
Pennsylvania
$207K 9,940 +39 +0.4%
APA
32
American Portfolios Advisors
New York
$204K 9,810 -100 -1%
FEG
33
Financial Enhancement Group
Indiana
$193K 9,290 – –
ASN
34
Advisory Services Network
Georgia
$118K 5,681 +4,862 +594%
LFG
35
Larson Financial Group
Missouri
$90K 4,325 +956 +28%
CIAS
36
Capital Investment Advisory Services
North Carolina
$62K 3,000 +2,000 +200%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$20K 959 – –
VRM
38
Vectors Research Management
New York
$12K 559 +559 New
UBS Group
39
UBS Group
Switzerland
$4K 204 -573 -74%
CFGS
40
Concourse Financial Group Securities
Alabama
$4K 200 – –
FPS
41
Fieldpoint Private Securities
Connecticut
$1K 24 +24 New
Citadel Advisors
42
Citadel Advisors
Florida
– – -70,738 Closed
KPWS
43
Kestra Private Wealth Services
Texas
– – -30,356 Closed
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
– – -23,921 Closed
AFP
45
Ausdal Financial Partners
Iowa
– – -14,027 Closed
SCA
46
Snowden Capital Advisors
New York
– – -11,000 Closed
US Bancorp
47
US Bancorp
Minnesota
– – -2,417 Closed
Wells Fargo
48
Wells Fargo
California
$0 1 -1 -50%
1
2