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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

120 hedge funds and large institutions have $417M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
40
Reduced
43
Closed
12
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
PP
2
PFS Partners
New Jersey
$11.3M
3
EFP
3
EnRich Financial Partners
Wisconsin
$6.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$2.81M 140,991 -15,321 -10%
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$2.36M 118,235 -1,866 -2%
HCA
28
Heck Capital Advisors
Wisconsin
$2.16M 108,314 -7,712 -7%
EIA
29
Eldridge Investment Advisors
New Hampshire
$2.02M 101,336 +37,315 +58%
SI
30
Stephens Inc
Arkansas
$1.97M 98,754 – –
ARG
31
Advisory Resource Group
Oklahoma
$1.96M 98,460 +610 +0.6%
Wells Fargo
32
Wells Fargo
California
$1.92M 96,010 +47,071 +96%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.91M 95,774 -10,067 -10%
IA
34
IFP Advisors
Florida
$1.91M 95,663 -21,288 -18%
VBFG
35
Vishria Bird Financial Group
Tennessee
$1.82M 91,087 -301 -0.3%
IIL
36
Insight Inv LLC
California
$1.77M 88,730 +500 +0.6%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$1.74M 87,251 -2,007 -2%
MA
38
Mutual Advisors
Nebraska
$1.49M 74,629 -258 -0.3%
RJA
39
Raymond James & Associates
Florida
$1.42M 70,969 +5,401 +8%
MWM
40
Modern Wealth Management
Kansas
$1.38M 69,348 +69,348 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$1.32M 66,006 +12,367 +23%
FPWM
42
FSB Premier Wealth Management
Iowa
$1.28M 64,217 -4,921 -7%
PAG
43
Private Advisor Group
New Jersey
$1.27M 63,540 -2,791 -4%
LWA
44
LWS Wealth Advisors
New Jersey
$1.25M 62,682 -6,134 -9%
PSCM
45
Per Stirling Capital Management
Texas
$1.25M 62,591 -23,628 -27%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.22M 61,155 -9,873 -14%
DADC
47
D.A. Davidson & Co
Montana
$1.2M 60,176 -5,000 -8%
FAIM
48
Financial Advocates Investment Management
Washington
$1.18M 59,260 +25,005 +73%
AI
49
Atria Investments
North Carolina
$1.11M 55,760 -19,757 -26%
KPWS
50
Kestra Private Wealth Services
Texas
$1.08M 54,072 -3,506 -6%
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