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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

117 hedge funds and large institutions have $331M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
47
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$11M
2
LPL Financial
2
LPL Financial
California
$26.1M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$13.7M
4
RWB
4
RMR Wealth Builders
New Jersey
$12.1M
5
CA
5
Cetera Advisors
Colorado
$2.36M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.8M
2
OAJ
2
Ogorek Anthony Joseph
New York
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$364K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$2.55M -$367K -18,479 -13%
CA
27
Cetera Advisors
Colorado
$2.36M +$2.13M +107,224 +921%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.34M +$1.12M +56,581 +93%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$2.14M -$206K -10,388 -9%
IA
30
IFP Advisors
Florida
$2.04M +$140K +7,039 +7%
SI
31
Stephens Inc
Arkansas
$1.96M – – –
Jane Street
32
Jane Street
New York
$1.95M +$1.95M +98,427 New
ARG
33
Advisory Resource Group
Oklahoma
$1.92M -$28.4K -1,433 -1%
VBFG
34
Vishria Bird Financial Group
Tennessee
$1.81M – – –
IIL
35
Insight Inv LLC
California
$1.78M +$19.8K +1,000 +1%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$1.75M +$20.6K +1,038 +1%
EIA
37
Eldridge Investment Advisors
New Hampshire
$1.74M -$266K -13,421 -13%
MA
38
Mutual Advisors
Nebraska
$1.73M +$248K +12,513 +17%
IWC
39
Integrated Wealth Concepts
Massachusetts
$1.46M +$146K +7,355 +11%
FAIM
40
Financial Advocates Investment Management
Washington
$1.28M +$99.9K +5,036 +8%
PAG
41
Private Advisor Group
New Jersey
$1.26M +$119 +6 +0%
FPWM
42
FSB Premier Wealth Management
Iowa
$1.23M -$42.2K -2,128 -3%
RJA
43
Raymond James & Associates
Florida
$1.22M -$189K -9,533 -13%
MWM
44
Modern Wealth Management
Kansas
$1.2M -$179K -9,044 -13%
DADC
45
D.A. Davidson & Co
Montana
$1.15M -$40.1K -2,020 -3%
NW
46
Naviter Wealth
Arkansas
$965K +$965K +48,635 New
KPWS
47
Kestra Private Wealth Services
Texas
$956K -$116K -5,863 -11%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$955K -$13K -658 -1%
IWA
49
Inspirion Wealth Advisors
Illinois
$927K – – –
SPIA
50
Steward Partners Investment Advisory
New York
$876K -$7.76K -391 -0.9%
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