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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

108 hedge funds and large institutions have $297M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
36
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.9M
3
OAJ
3
Ogorek Anthony Joseph
New York
$7.56M
4
PSCM
4
Per Stirling Capital Management
Texas
$6.06M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.3M

Top Sellers

1
LWA
1
LWS Wealth Advisors
New Jersey
$22.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
KAS
3
Kestra Advisory Services
Texas
$5.23M
4
LPL Financial
4
LPL Financial
California
$22.7M
5
AFP
5
Ausdal Financial Partners
Iowa
$421K
Name Market Value Shares Shares
Change 		Shares
Change %
ARG
26
Advisory Resource Group
Oklahoma
$2.24M 113,310 -245 -0.2%
CCM
27
Condor Capital Management
New Jersey
$2.09M 105,994 +55,885 +112%
RJA
28
Raymond James & Associates
Florida
$2.05M 104,042 +21,651 +26%
PWP
29
Principle Wealth Partners
Connecticut
$1.96M 99,523 -53,376 -35%
VBFG
30
Vishria Bird Financial Group
Tennessee
$1.84M 93,255 +93,255 New
EFL
31
ERn Financial LLC
Wisconsin
$1.75M 88,773 +2,574 +3%
BFG
32
Barber Financial Group
Kansas
$1.62M 82,315 -2,961 -3%
MA
33
Mutual Advisors
Nebraska
$1.59M 80,688 +4,540 +6%
SL
34
SWMG LLC
Texas
$1.58M 80,276 +80,276 New
FPWM
35
FSB Premier Wealth Management
Iowa
$1.57M 79,615 -6,934 -8%
IIL
36
Insight Inv LLC
California
$1.55M 78,330 +17,170 +28%
EIA
37
Eldridge Investment Advisors
New Hampshire
$1.48M 75,093 +47,085 +168%
SG
38
StoneX Group
New York
$1.47M 74,221 +1,000 +1%
DADC
39
D.A. Davidson & Co
Montana
$1.39M 70,176 – –
EFS
40
Econ Financial Services
Pennsylvania
$1.25M 63,308 +52,828 +504%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.24M 62,967 -62,843 -50%
OPS
42
Orion Portfolio Solutions
Nebraska
$1.23M 62,431 -3,460 -5%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.16M 58,931 -6,782 -10%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.02M 51,717 – –
AF
45
Allworth Financial
California
$1.02M 51,701 +50,436 +3,987%
IWA
46
Inspirion Wealth Advisors
Illinois
$952K 48,250 – –
SPC
47
Sigma Planning Corp
Michigan
$884K 44,802 -5,742 -11%
TCOO
48
Trust Company of Oklahoma
Oklahoma
$873K 44,208 +44,208 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$841K 42,606 +42,606 New
WCFA
50
Walkner Condon Financial Advisors
Wisconsin
$825K 41,810 +28,754 +220%
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