FSMB icon

First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

51 hedge funds and large institutions have $73M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
51
Holders Change
+9
Holders Change %
+21.43%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
24
Reduced
11
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$9.41M
2
IC
2
Inscription Capital
Texas
$4.61M
3
CCM
3
Condor Capital Management
New Jersey
$3.4M
4
CAN
4
Cetera Advisor Networks
California
$2.34M
5
FTUS
5
Flow Traders U.S.
New York
$2.61M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$9.21M
2
GSC
2
G&S Capital
Colorado
$710K
3
NWM
3
Northwest Wealth Management
Iowa
$1.54M
4
OIA
4
OneDigital Investment Advisors
Kansas
$0
5
LA
5
LexAurum Advisors
Kansas
$502K
Name Market Value Shares Shares
Change 		Shares
Change %
HI
26
Harbour Investments
Wisconsin
$572K 27,357 -4,782 -15%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$560K 26,763 +26,763 New
SPC
28
Sigma Planning Corp
Michigan
$519K 24,843 +3,435 +16%
LA
29
LexAurum Advisors
Kansas
$502K 23,992 -13,354 -36%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$481K 23,000 +12,000 +109%
AWA
31
Alta Wealth Advisors
Massachusetts
$462K 22,087 +1,800 +9%
IA
32
IFP Advisors
Florida
$425K 20,329 +20,329 New
LI
33
LVZ Inc
Michigan
$411K 19,670 -4,790 -20%
FAIM
34
Financial Advocates Investment Management
Washington
$388K 18,562 -4,978 -21%
MSAM
35
Moloney Securities Asset Management
Missouri
$374K 17,878 – –
CBFP
36
Cedar Brook Financial Partners
Ohio
$369K 17,659 +55 +0.3%
ASN
37
Advisory Services Network
Georgia
$339K 16,203 +3,690 +29%
MWM
38
Mattern Wealth Management
Kansas
$289K 13,795 +13,795 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$274K 13,127 +13,127 New
SB
40
Strategic Blueprint
Georgia
$239K 11,425 +1,476 +15%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$220K 10,544 +10,544 New
APA
42
American Portfolios Advisors
New York
$217K 10,378 +538 +5%
FEG
43
Financial Enhancement Group
Indiana
$194K 9,290 – –
JCM
44
Jacobi Capital Management
Pennsylvania
$157K 7,501 -2,475 -25%
LFG
45
Larson Financial Group
Missouri
$144K 6,889 +320 +5%
CIAS
46
Capital Investment Advisory Services
North Carolina
$84K 4,000 +1,000 +33%
WWM
47
Wagner Wealth Management
South Carolina
$79K 3,799 -563 -13%
VRM
48
Vectors Research Management
New York
$78K 3,708 +2,728 +278%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$20K 959 – –
CFGS
50
Concourse Financial Group Securities
Alabama
$4K 200 – –
1
2
3