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First Trust Short Duration Managed Municipal ETF
FSMB

130 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, 47 increasing their positions, 39 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

21% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 39

9% more funds holding

Funds holding: 119 → 130 (+11)

7% more capital invested

Capital invested by funds: $318M → $341M (+$22.7M)

0.63% more ownership

Funds ownership: 79% → 79.63% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
130
Holders Change
+11
Holders Change %
+9.24%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
47
Reduced
39
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.29M
2
LPL Financial
LPL Financial
California
+$2.77M
3
SFS
Sowell Financial Services
Arkansas
+$2.32M
4
PP
PFS Partners
New Jersey
+$2.21M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.75M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$742K
2
KAS
Kestra Advisory Services
Texas
-$532K
3
BCI
Brinker Capital Investments
Pennsylvania
-$496K
4
OPS
Orion Portfolio Solutions
Nebraska
-$496K
5
Stifel Financial
Stifel Financial
Missouri
-$464K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.66M +$100K +5,020 +4%
SI
27
Stephens Inc
Arkansas
$2.31M – – –
SFS
28
Sowell Financial Services
Arkansas
$2.31M +$2.32M +116,365 New
ARG
29
Advisory Resource Group
Oklahoma
$2.24M +$51.1K +2,564 +2%
IA
30
IFP Advisors
Florida
$2.05M +$126K +6,310 +6%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$2.01M +$148K +7,445 +8%
Envestnet Portfolio Solutions
32
Envestnet Portfolio Solutions
Illinois
$1.94M +$233K +11,697 +14%
SA
33
Sanctuary Advisors
Indiana
$1.9M -$4.39K -220 -0.2%
IIL
34
Insight Inv LLC
California
$1.86M +$478K +23,975 +34%
VBFG
35
Vishria Bird Financial Group
Tennessee
$1.8M -$4.23K -212 -0.2%
FF
36
Francis Financial
$1.8M +$344K +17,270 +23%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.75M -$4.07K -204 -0.2%
IAA
38
Independent Advisor Alliance
North Carolina
$1.75M +$1.75M +87,959 New
Comerica Bank
39
Comerica Bank
Texas
$1.54M +$713K +35,761 +85%
MA
40
Mutual Advisors
Nebraska
$1.52M -$12.1K -605 -0.8%
HPC
41
Hobart Private Capital
North Carolina
$1.42M +$5.8K +291 +0.4%
Truist Financial
42
Truist Financial
North Carolina
$1.29M +$826K +41,448 +178%
Goldman Sachs
43
Goldman Sachs
New York
$1.26M +$1.26M +63,429 New
CWP
44
Core Wealth Partners
California
$1.25M +$87.1K +4,370 +7%
FAIM
45
Financial Advocates Investment Management
Washington
$1.19M +$7.46K +374 +0.6%
PVI
46
Pine Valley Investments
New Jersey
$1.12M +$219 +11 +0%
FPWM
47
FSB Premier Wealth Management
Iowa
$1.08M +$33.6K +1,687 +3%
GPW
48
Genesis Private Wealth
Virginia
$1.06M +$1.07M +53,424 New
HW
49
Hedeker Wealth
Illinois
$1.06M +$1.06M +53,390 New
EIA
50
Eldridge Investment Advisors
New Hampshire
$1.01M -$71.2K -3,570 -7%
1
2
3 4 5

FSMB Hedge Fund Activity: Q4 2024 in Review

130 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Short Duration Managed Municipal ETF (FSMB) for Q4 2024, worth a combined $341M — up 7.1% from $318M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new FSMB positions and 9 closed out — a net gain of 13 holders — while 47 added to existing stakes and 39 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.29M. The largest seller was Cetera Investment Advisers, cutting an estimated $742K.

  • 130 institutional investors held First Trust Short Duration Managed Municipal ETF (FSMB) as of Q4 2024, up from 119 in Q3 2024.
  • Funds reported $341M of First Trust Short Duration Managed Municipal ETF stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 22 funds opened new First Trust Short Duration Managed Municipal ETF positions in Q4 2024 and 9 closed out, a net change of +13 holders.
  • The largest First Trust Short Duration Managed Municipal ETF buyer in Q4 2024 was Morgan Stanley, an estimated $3.29M added.
  • The largest First Trust Short Duration Managed Municipal ETF seller in Q4 2024 was Cetera Investment Advisers, an estimated $742K sold.

Based on aggregated 13F filings for Q4 2024.