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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

98 hedge funds and large institutions have $246M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
37
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWA
1
LWS Wealth Advisors
New Jersey
$29.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.4M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.44M
4
TA
4
TruWealth Advisors
Louisiana
$6.07M
5
RWB
5
RMR Wealth Builders
New Jersey
$4.55M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.28M
3
Jane Street
3
Jane Street
New York
$0
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$1.6M
5
SCA
5
Snowden Capital Advisors
New York
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$1.68M 86,199 +64,832 +303%
BFG
27
Barber Financial Group
Kansas
$1.66M 85,276 +3,378 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.62M 83,314 +15,634 +23%
RJA
29
Raymond James & Associates
Florida
$1.61M 82,391 -1,057 -1%
KMWM
30
Keudell/Morrison Wealth Management
Oregon
$1.6M 82,239 -100,919 -55%
MA
31
Mutual Advisors
Nebraska
$1.49M 76,148 -1,548 -2%
SG
32
StoneX Group
New York
$1.43M 73,221 – –
DADC
33
D.A. Davidson & Co
Montana
$1.37M 70,176 +21,850 +45%
SCA
34
Snowden Capital Advisors
New York
$1.34M 68,536 -74,545 -52%
HW
35
Hedeker Wealth
Illinois
$1.32M 67,921 -64,610 -49%
OPS
36
Orion Portfolio Solutions
Nebraska
$1.29M 65,891 +65,891 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.28M 65,713 -206,366 -76%
IIL
38
Insight Inv LLC
California
$1.19M 61,160 +61,160 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.01M 51,717 – –
SPC
40
Sigma Planning Corp
Michigan
$985K 50,544 +4,001 +9%
CCM
41
Condor Capital Management
New Jersey
$977K 50,109 +39,307 +364%
IWA
42
Inspirion Wealth Advisors
Illinois
$941K 48,250 -1,000 -2%
AWA
43
Alta Wealth Advisors
Massachusetts
$931K 47,752 +4,253 +10%
DFA
44
DHJJ Financial Advisors
Illinois
$850K 43,620 -408 -0.9%
ACMA
45
Arbor Capital Management (Alaska)
Alaska
$685K 35,047 -1,758 -5%
Stifel Financial
46
Stifel Financial
Missouri
$674K 34,569 +34,569 New
FAIM
47
Financial Advocates Investment Management
Washington
$658K 33,753 +8,973 +36%
MHS
48
M Holdings Securities
Oregon
$655K 33,598 +33,598 New
Truist Financial
49
Truist Financial
North Carolina
$652K 33,425 – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$632K 32,473 +22,473 +225%
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