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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.68%
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
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.7M
2
LPL Financial
2
LPL Financial
California
$26.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.81M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.9M
5
AF
5
Allworth Financial
California
$5.1M

Top Sellers

1
PGFC
1
Peapack-Gladstone Financial Corp
New Jersey
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M
3
KAS
3
Kestra Advisory Services
Texas
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.78M
5
HW
5
Hedeker Wealth
Illinois
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
26
Brinker Capital Investments
Pennsylvania
$2.65M +$5.14K +258 +0.2%
ARG
27
Advisory Resource Group
Oklahoma
$2.49M +$103K +5,189 +4%
Envestnet Portfolio Solutions
28
Envestnet Portfolio Solutions
Illinois
$2.37M +$12K +604 +0.5%
SFS
29
Sowell Financial Services
Arkansas
$2.33M +$8.9K +447 +0.4%
SI
30
Stephens Inc
Arkansas
$2.32M – – –
IA
31
IFP Advisors
Florida
$2.03M +$125K +6,299 +7%
KAS
32
Kestra Advisory Services
Texas
$1.93M -$1.34M -67,254 -41%
VBFG
33
Vishria Bird Financial Group
Tennessee
$1.79M -$12.3K -620 -0.7%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.78M +$1.24M +62,051 +226%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.73M -$65.1K -3,271 -4%
Comerica Bank
36
Comerica Bank
Texas
$1.71M +$14.7K +740 +0.9%
IIL
37
Insight Inv LLC
California
$1.6M -$244K -12,250 -13%
Truist Financial
38
Truist Financial
North Carolina
$1.51M -$169K -8,501 -10%
SG
39
StoneX Group
New York
$1.5M +$266K +13,349 +21%
MA
40
Mutual Advisors
Nebraska
$1.48M +$3.42K +172 +0.2%
GPW
41
Genesis Private Wealth
Virginia
$1.18M +$63.8K +3,205 +6%
FAIM
42
Financial Advocates Investment Management
Washington
$1.18M -$14K -701 -1%
EH
43
Equitable Holdings
New York
$1.16M +$310K +15,581 +37%
DAS
44
Dynamic Advisor Solutions
Arizona
$1.02M +$71.2K +3,578 +7%
AWM
45
Avaii Wealth Management
Wisconsin
$1.01M +$180K +9,037 +22%
FPWM
46
FSB Premier Wealth Management
Iowa
$997K -$81.8K -4,111 -8%
OAM
47
Occidental Asset Management
California
$906K -$19.9K -1,000 -2%
RA
48
RFG Advisory
Alabama
$904K +$70K +3,519 +8%
Goldman Sachs
49
Goldman Sachs
New York
$877K +$877K +44,041 New
JIR
50
James Investment Research
Ohio
$868K – – –
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