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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

56 hedge funds and large institutions have $83M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
30
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.38M
2
HW
2
Hedeker Wealth
Illinois
$2.48M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.34M
4
KAS
4
Kestra Advisory Services
Texas
$3.64M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.33M

Top Sellers

1
IC
1
Inscription Capital
Texas
$0
2
FTUS
2
Flow Traders U.S.
New York
$773K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$962K
4
Jane Street
4
Jane Street
New York
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
26
LexAurum Advisors
Kansas
$731K 35,049 +11,057 +46%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$720K 34,519 +7,756 +29%
MWM
28
Mattern Wealth Management
Kansas
$636K 30,473 +16,678 +121%
IA
29
IFP Advisors
Florida
$559K 26,498 +6,169 +30%
SPC
30
Sigma Planning Corp
Michigan
$545K 26,112 +1,269 +5%
LI
31
LVZ Inc
Michigan
$513K 24,570 +4,900 +25%
MSFS
32
Main Street Financial Solutions
Pennsylvania
$509K 24,400 +1,400 +6%
SWA
33
Stratos Wealth Advisors
Ohio
$489K 23,427 +23,427 New
GSC
34
G&S Capital
Colorado
$487K 23,333 -10,642 -31%
AWA
35
Alta Wealth Advisors
Massachusetts
$475K 22,762 +675 +3%
HI
36
Harbour Investments
Wisconsin
$469K 22,463 -4,894 -18%
ASN
37
Advisory Services Network
Georgia
$423K 20,274 +4,071 +25%
SB
38
Strategic Blueprint
Georgia
$388K 18,569 +7,144 +63%
FAIM
39
Financial Advocates Investment Management
Washington
$387K 18,562 – –
Citadel Advisors
40
Citadel Advisors
Florida
$309K 14,786 +14,786 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$274K 13,134 +7 +0.1%
OIA
42
OneDigital Investment Advisors
Kansas
$255K 12,229 +12,229 New
GWA
43
GGM Wealth Advisors
Maryland
$245K 11,779 +11,779 New
PAG
44
Private Advisor Group
New Jersey
$238K 11,402 +11,402 New
APA
45
American Portfolios Advisors
New York
$214K 10,268 -110 -1%
MSAM
46
Moloney Securities Asset Management
Missouri
$209K 10,027 -7,851 -44%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$196K 9,386 +9,386 New
FEG
48
Financial Enhancement Group
Indiana
$194K 9,290 – –
JCM
49
Jacobi Capital Management
Pennsylvania
$157K 7,521 +20 +0.3%
TCWM
50
Total Clarity Wealth Management
Illinois
$157K 7,500 +7,500 New
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