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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$858K 43,090 – –
CGH
52
Crossmark Global Holdings
Texas
$849K 42,684 – –
PFS
53
Prospera Financial Services
Texas
$806K 40,499 +837 +2%
PAG
54
Private Advisor Group
New Jersey
$794K 39,899 +9,897 +33%
SWP
55
Stratos Wealth Partners
Ohio
$783K 39,337 +39,337 New
OPOWM
56
One Plus One Wealth Management
Florida
$778K 39,108 +5,023 +15%
Jane Street
57
Jane Street
New York
$773K 38,812 -24,199 -38%
HPC
58
Hobart Private Capital
North Carolina
$737K 37,031 -29,812 -45%
DADC
59
D.A. Davidson & Co
Montana
$729K 36,637 – –
ACMA
60
Arbor Capital Management (Alaska)
Alaska
$726K 36,436 -353 -1%
SFS
61
Security Financial Services
Indiana
$720K 36,178 +3,706 +11%
IWA
62
Inspirion Wealth Advisors
Illinois
$683K 34,295 -1,200 -3%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$680K 34,113 -3,713 -10%
TCOO
64
Trust Company of Oklahoma
Oklahoma
$658K 33,043 – –
EIA
65
Eldridge Investment Advisors
New Hampshire
$627K 31,491 – –
SW
66
Simplicity Wealth
New Jersey
$565K 28,402 +14,201 +100%
FVWA
67
Foster Victor Wealth Advisors
South Carolina
$563K 28,243 +151 +0.5%
PCIA
68
Prime Capital Investment Advisors
Kansas
$563K 28,264 +591 +2%
MWM
69
Modern Wealth Management
Kansas
$529K 26,572 -4,896 -16%
CWP
70
Core Wealth Partners
California
$510K 25,630 -11,415 -31%
AA
71
Armis Advisers
Georgia
$489K 24,550 – –
EC
72
Elequin Capital
New York
$476K 23,928 +23,928 New
WIA
73
World Investment Advisors
California
$469K 23,540 -124 -0.5%
SWP
74
Summit Wealth Partners
Florida
$456K 22,884 – –
FF
75
Foronjy Financial
California
$404K 20,308 +20,308 New
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3
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