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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

42 hedge funds and large institutions have $45M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
–
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$11.2M
2
PWP
2
Principle Wealth Partners
Connecticut
$3.47M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$2.32M
4
RJA
4
Raymond James & Associates
Florida
$1.3M
5
HI
5
Harbour Investments
Wisconsin
$669K

Top Sellers

1
GSC
1
G&S Capital
Colorado
$1.38M
2
CBFP
2
Cedar Brook Financial Partners
Ohio
$366K
3
AC
3
Avestar Capital
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
OIA
5
OneDigital Investment Advisors
Kansas
$291K
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
26
Cedar Brook Financial Partners
Ohio
$366K 17,604 -45,378 -72%
OIA
27
OneDigital Investment Advisors
Kansas
$291K 14,001 -14,281 -50%
CCM
28
Condor Capital Management
New Jersey
$286K 13,741 +13,741 New
ASN
29
Advisory Services Network
Georgia
$260K 12,513 +6,832 +120%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$229K 11,000 – –
TCWM
31
Total Clarity Wealth Management
Illinois
$229K 11,000 – –
JCM
32
Jacobi Capital Management
Pennsylvania
$208K 9,976 +36 +0.4%
SB
33
Strategic Blueprint
Georgia
$207K 9,949 +9,949 New
APA
34
American Portfolios Advisors
New York
$205K 9,840 +30 +0.3%
FEG
35
Financial Enhancement Group
Indiana
$193K 9,290 – –
LFG
36
Larson Financial Group
Missouri
$137K 6,569 +2,244 +52%
WWM
37
Wagner Wealth Management
South Carolina
$91K 4,362 +4,362 New
CIAS
38
Capital Investment Advisory Services
North Carolina
$62K 3,000 – –
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$20K 959 – –
VRM
40
Vectors Research Management
New York
$20K 980 +421 +75%
CFGS
41
Concourse Financial Group Securities
Alabama
$4K 200 – –
AC
42
Avestar Capital
New York
– – -40,078 Closed
Jane Street
43
Jane Street
New York
– – -31,364 Closed
UBS Group
44
UBS Group
Switzerland
– – -204 Closed
FPS
45
Fieldpoint Private Securities
Connecticut
– – -24 Closed
Wells Fargo
46
Wells Fargo
California
$0 1 – –
1
2