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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

128 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% 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
22
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$31M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.3M
3
LPL Financial
3
LPL Financial
California
$26.2M
4
SFS
4
Sowell Financial Services
Arkansas
$2.31M
5
PP
5
PFS Partners
New Jersey
$14.9M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.2M
2
KAS
2
Kestra Advisory Services
Texas
$5.04M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.66M 133,930 +5,020 +4%
SI
27
Stephens Inc
Arkansas
$2.31M 116,454 – –
SFS
28
Sowell Financial Services
Arkansas
$2.31M 116,365 +116,365 New
ARG
29
Advisory Resource Group
Oklahoma
$2.24M 112,880 +2,564 +2%
IA
30
IFP Advisors
Florida
$2.05M 103,464 +6,310 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.01M 101,216 +7,445 +8%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$1.94M 97,963 +11,697 +14%
SA
33
Sanctuary Advisors
Indiana
$1.9M 95,603 -220 -0.2%
IIL
34
Insight Inv LLC
California
$1.86M 93,630 +23,975 +34%
VBFG
35
Vishria Bird Financial Group
Tennessee
$1.8M 90,875 -212 -0.2%
FF
36
Francis Financial
$1.8M 90,835 +17,270 +23%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.75M 88,407 -204 -0.2%
IAA
38
Independent Advisor Alliance
North Carolina
$1.75M 87,959 +87,959 New
Comerica Bank
39
Comerica Bank
Texas
$1.54M 77,670 +35,761 +85%
MA
40
Mutual Advisors
Nebraska
$1.52M 76,487 -605 -0.8%
HPC
41
Hobart Private Capital
North Carolina
$1.42M 71,404 +291 +0.4%
Truist Financial
42
Truist Financial
North Carolina
$1.29M 64,776 +41,448 +178%
Goldman Sachs
43
Goldman Sachs
New York
$1.26M 63,429 +63,429 New
CWP
44
Core Wealth Partners
California
$1.25M 63,227 +4,370 +7%
FAIM
45
Financial Advocates Investment Management
Washington
$1.19M 60,191 +374 +0.6%
PVI
46
Pine Valley Investments
New Jersey
$1.12M 56,594 +11 +0%
FPWM
47
FSB Premier Wealth Management
Iowa
$1.08M 54,492 +1,687 +3%
GPW
48
Genesis Private Wealth
Virginia
$1.06M 53,424 +53,424 New
HW
49
Hedeker Wealth
Illinois
$1.06M 53,390 +53,390 New
EIA
50
Eldridge Investment Advisors
New Hampshire
$1.01M 51,107 -3,570 -7%
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