FSMB icon

First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

72 hedge funds and large institutions have $114M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$14.6M
3
SPI
3
Sutton Place Investors
New York
$2.43M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.62M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$538K
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LA
4
LexAurum Advisors
Kansas
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.81M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$793K 38,119 +17,845 +88%
OCM
27
Objective Capital Management
Ohio
$779K 37,450 +37,450 New
RWB
28
RMR Wealth Builders
New Jersey
$757K 36,392 +36,392 New
TC
29
TownSquare Capital
Utah
$749K 36,000 +36,000 New
AWA
30
Alta Wealth Advisors
Massachusetts
$726K 34,865 +12,103 +53%
ACMA
31
Arbor Capital Management (Alaska)
Alaska
$711K 34,144 +34,144 New
IA
32
IFP Advisors
Florida
$698K 33,390 +6,892 +26%
Truist Financial
33
Truist Financial
North Carolina
$669K 32,151 -4,361 -12%
SPC
34
Sigma Planning Corp
Michigan
$612K 29,408 +3,296 +13%
William Blair & Company
35
William Blair & Company
Illinois
$557K 26,750 +26,750 New
AWG
36
Altus Wealth Group
Colorado
$545K 26,191 +26,191 New
CAN
37
Cetera Advisor Networks
California
$538K 25,863 -88,281 -77%
SB
38
Strategic Blueprint
Georgia
$506K 24,294 +5,725 +31%
AAS
39
Ameritas Advisory Services
Nebraska
$493K 23,691 +23,691 New
SWA
40
Stratos Wealth Advisors
Ohio
$488K 23,427 – –
GSC
41
G&S Capital
Colorado
$485K 23,315 -18 -0.1%
WWM
42
Wagner Wealth Management
South Carolina
$474K 22,793 +18,980 +498%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$445K 21,400 -3,000 -12%
FAIM
44
Financial Advocates Investment Management
Washington
$428K 20,579 +2,017 +11%
LI
45
LVZ Inc
Michigan
$377K 18,135 -6,435 -26%
GWA
46
GGM Wealth Advisors
Maryland
$364K 17,529 +5,750 +49%
CBFP
47
Cedar Brook Financial Partners
Ohio
$349K 16,749 +16,749 New
NA
48
NewEdge Advisors
Louisiana
$318K 15,282 +15,282 New
RJT
49
Raymond James Trust
Florida
$314K 15,100 +15,100 New
MWM
50
Mattern Wealth Management
Kansas
$292K 14,050 -16,423 -54%
1
2
3 4