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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

69 hedge funds and large institutions have $163M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
30
Reduced
21
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.9M
3
KAS
3
Kestra Advisory Services
Texas
$5.98M
4
LPL Financial
4
LPL Financial
California
$13.7M
5
SCA
5
Snowden Capital Advisors
New York
$2.64M

Top Sellers

1
NWM
1
Northwest Wealth Management
Iowa
$236K
2
TC
2
TownSquare Capital
Utah
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$1.85M
4
RJA
4
Raymond James & Associates
Florida
$1.77M
5
AWG
5
Altus Wealth Group
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$945K 47,312 +13,922 +42%
ASN
27
Advisory Services Network
Georgia
$922K 45,886 +7,767 +20%
SWP
28
Stratos Wealth Partners
Ohio
$841K 41,870 +4 +0%
AWA
29
Alta Wealth Advisors
Massachusetts
$838K 41,744 +6,879 +20%
ACMA
30
Arbor Capital Management (Alaska)
Alaska
$747K 37,176 +3,032 +9%
OCM
31
Objective Capital Management
Ohio
$717K 35,700 -1,750 -5%
AFP
32
Ausdal Financial Partners
Iowa
$644K 32,083 +32,083 New
Truist Financial
33
Truist Financial
North Carolina
$643K 32,001 -150 -0.5%
LWMNY
34
Landmark Wealth Management (New York)
New York
$641K 60,796 +30,481 +101%
NA
35
NewEdge Advisors
Louisiana
$623K 31,021 +15,739 +103%
SPC
36
Sigma Planning Corp
Michigan
$606K 30,177 +769 +3%
MIAN
37
Mariner Independent Advisor Network
Kansas
$540K 26,880 +26,880 New
William Blair & Company
38
William Blair & Company
Illinois
$537K 26,750 – –
MA
39
Mutual Advisors
Nebraska
$503K 25,028 +25,028 New
AAS
40
Ameritas Advisory Services
Nebraska
$483K 24,033 +342 +1%
MSFS
41
Main Street Financial Solutions
Pennsylvania
$478K 23,800 +2,400 +11%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$472K 23,478 +23,478 New
SB
43
Strategic Blueprint
Georgia
$454K 22,584 -1,710 -7%
PFS
44
Prospera Financial Services
Texas
$448K 22,315 +22,315 New
FAIM
45
Financial Advocates Investment Management
Washington
$423K 21,066 +487 +2%
GSC
46
G&S Capital
Colorado
$363K 18,086 -5,229 -22%
GWA
47
GGM Wealth Advisors
Maryland
$348K 17,529 – –
TAM
48
Tucker Asset Management
Colorado
$333K 16,559 +16,559 New
CBFP
49
Cedar Brook Financial Partners
Ohio
$310K 15,411 -1,338 -8%
LI
50
LVZ Inc
Michigan
$306K 15,235 -2,900 -16%
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