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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

86 hedge funds and large institutions have $191M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$3.64M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.4M
5
UBS Group
5
UBS Group
Switzerland
$3.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
CCM
2
Condor Capital Management
New Jersey
$214K
3
SPI
3
Sutton Place Investors
New York
$263K
4
PWP
4
Principle Wealth Partners
Connecticut
$4.01M
5
LWMNY
5
Landmark Wealth Management (New York)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFG
26
Barber Financial Group
Kansas
$1.63M 81,898 -22,011 -21%
FPWM
27
FSB Premier Wealth Management
Iowa
$1.55M 78,096 -347 -0.4%
MA
28
Mutual Advisors
Nebraska
$1.54M 77,696 +52,668 +210%
SG
29
StoneX Group
New York
$1.45M 73,221 +73,221 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.34M 67,680 +6,424 +10%
MIAN
31
Mariner Independent Advisor Network
Kansas
$1.34M 67,199 +40,319 +150%
FTUS
32
Flow Traders U.S.
New York
$1.23M 62,020 +62,020 New
ASN
33
Advisory Services Network
Georgia
$1.1M 55,399 +9,513 +21%
IWC
34
Integrated Wealth Concepts
Massachusetts
$1.03M 51,717 +51,717 New
IWA
35
Inspirion Wealth Advisors
Illinois
$978K 49,250 +49,250 New
DADC
36
D.A. Davidson & Co
Montana
$959K 48,326 +48,326 New
IA
37
IFP Advisors
Florida
$945K 47,312 – –
SPC
38
Sigma Planning Corp
Michigan
$924K 46,543 +16,366 +54%
DFA
39
DHJJ Financial Advisors
Illinois
$875K 44,028 -3,683 -8%
AWA
40
Alta Wealth Advisors
Massachusetts
$866K 43,499 +1,755 +4%
ACMA
41
Arbor Capital Management (Alaska)
Alaska
$731K 36,805 -371 -1%
Truist Financial
42
Truist Financial
North Carolina
$663K 33,425 +1,424 +4%
CAN
43
Cetera Advisor Networks
California
$596K 30,024 +30,024 New
SWP
44
ShoreHaven Wealth Partners
New Jersey
$557K 28,068 +28,068 New
WWM
45
Wagner Wealth Management
South Carolina
$534K 26,886 -26,746 -50%
FAIM
46
Financial Advocates Investment Management
Washington
$492K 24,780 +3,714 +18%
PFS
47
Prospera Financial Services
Texas
$484K 24,382 +2,067 +9%
SPIA
48
Steward Partners Investment Advisory
New York
$442K 22,266 +22,266 New
OCM
49
Objective Capital Management
Ohio
$435K 21,900 -13,800 -39%
SB
50
Strategic Blueprint
Georgia
$434K 21,865 -719 -3%
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