FSMB icon

First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

117 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
45
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.3M
2
RWB
2
RMR Wealth Builders
New Jersey
$14.1M
3
CWP
3
Core Wealth Partners
California
$1.18M
4
PFS
4
Prospera Financial Services
Texas
$644K
5
NA
5
NewEdge Advisors
Louisiana
$3.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.6M
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$23.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.98M
5
NW
5
Naviter Wealth
Arkansas
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
SI
26
Stephens Inc
Arkansas
$2.33M 116,454 +17,700 +18%
ARG
27
Advisory Resource Group
Oklahoma
$2.21M 110,316 +57 +0.1%
IA
28
IFP Advisors
Florida
$1.94M 97,154 -9,163 -9%
SA
29
Sanctuary Advisors
Indiana
$1.91M 95,823 +6,487 +7%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$1.88M 93,771 +13,777 +17%
PSCM
31
Per Stirling Capital Management
Texas
$1.83M 91,664 +2,156 +2%
VBFG
32
Vishria Bird Financial Group
Tennessee
$1.82M 91,087 – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.77M 88,611 +700 +0.8%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$1.73M 86,266 -89 -0.1%
MA
35
Mutual Advisors
Nebraska
$1.53M 77,092 +256 +0.3%
FF
36
Francis Financial
$1.47M 73,565 +18,171 +33%
HPC
37
Hobart Private Capital
North Carolina
$1.42M 71,113 +89 +0.1%
IIL
38
Insight Inv LLC
California
$1.39M 69,655 -17,250 -20%
RJA
39
Raymond James & Associates
Florida
$1.26M 63,100 -896 -1%
DADC
40
D.A. Davidson & Co
Montana
$1.2M 59,826 – –
FAIM
41
Financial Advocates Investment Management
Washington
$1.2M 59,817 -1,259 -2%
CWP
42
Core Wealth Partners
California
$1.18M 58,857 +34,642 +143%
PVI
43
Pine Valley Investments
New Jersey
$1.13M 56,583 +13,219 +30%
EIA
44
Eldridge Investment Advisors
New Hampshire
$1.09M 54,677 -16,910 -24%
IWC
45
Integrated Wealth Concepts
Massachusetts
$1.08M 53,849 -59 -0.1%
FPWM
46
FSB Premier Wealth Management
Iowa
$1.06M 52,805 -7,629 -13%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$971K 48,549 +9 +0%
MWM
48
Modern Wealth Management
Kansas
$968K 48,361 -5,083 -10%
KPWS
49
Kestra Private Wealth Services
Texas
$887K 44,312 -3,751 -8%
Comerica Bank
50
Comerica Bank
Texas
$839K 41,909 +21,146 +102%
1
2
3 4 5