FSMB icon

First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

108 hedge funds and large institutions have $321M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
32
Closed
12
Calls
–
Puts
$478K
Net Calls
-$478K
Net Calls Change
-$478K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.2M
4
FHC
4
First Heartland Consultants
Missouri
$4.16M
5
VWA
5
Visionary Wealth Advisors
Illinois
$3.64M

Top Sellers

1
LWA
1
LWS Wealth Advisors
New Jersey
$1.47M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.46M
4
PSCM
4
Per Stirling Capital Management
Texas
$1.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$2.52M 127,785 +580 +0.5%
HCA
27
Heck Capital Advisors
Wisconsin
$2.31M 116,895 -2,505 -2%
SI
28
Stephens Inc
Arkansas
$2.13M 107,738 +107,738 New
ARG
29
Advisory Resource Group
Oklahoma
$2.07M 104,818 -3,583 -3%
PWP
30
Principle Wealth Partners
Connecticut
$2.01M 101,909 -1,168 -1%
CAN
31
Cetera Advisor Networks
California
$1.84M 93,007 -74,964 -45%
RJA
32
Raymond James & Associates
Florida
$1.83M 92,719 +6,271 +7%
VBFG
33
Vishria Bird Financial Group
Tennessee
$1.8M 91,388 -1,867 -2%
IIL
34
Insight Inv LLC
California
$1.75M 88,830 +9,500 +12%
PSCM
35
Per Stirling Capital Management
Texas
$1.69M 85,823 -96,586 -53%
MA
36
Mutual Advisors
Nebraska
$1.68M 85,044 +354 +0.4%
SL
37
SWMG LLC
Texas
$1.58M 80,276 – –
LWA
38
LWS Wealth Advisors
New Jersey
$1.47M 74,342 -509,441 -87%
FPWM
39
FSB Premier Wealth Management
Iowa
$1.34M 67,865 -1,419 -2%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.33M 67,282 +255 +0.4%
PAG
41
Private Advisor Group
New Jersey
$1.31M 66,572 +2,844 +4%
DADC
42
D.A. Davidson & Co
Montana
$1.29M 65,276 -150 -0.2%
AF
43
Allworth Financial
California
$1.29M 65,266 +12,989 +25%
EIA
44
Eldridge Investment Advisors
New Hampshire
$1.24M 62,721 -6,114 -9%
SPIA
45
Steward Partners Investment Advisory
New York
$1.21M 61,084 +1,589 +3%
IWA
46
Inspirion Wealth Advisors
Illinois
$1.12M 56,755 – –
EFS
47
Econ Financial Services
Pennsylvania
$1.02M 51,919 +361 +0.7%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.02M 51,682 – –
Wells Fargo
49
Wells Fargo
California
$1.02M 51,487 +42,932 +502%
SCA
50
Snowden Capital Advisors
New York
$837K 42,397 -4,554 -10%
1
2
3 4 5