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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

72 hedge funds and large institutions have $114M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$14.6M
3
SPI
3
Sutton Place Investors
New York
$2.43M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.62M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$538K
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LA
4
LexAurum Advisors
Kansas
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.81M
Name Market Value Shares Shares
Change 		Shares
Change %
KWS
51
Keystone Wealth Services
California
$291K 14,000 +14,000 New
OMC
52
Old Mission Capital
Illinois
$273K 13,142 +13,142 New
IWC
53
Integrated Wealth Concepts
Massachusetts
$270K 12,964 -170 -1%
CMS
54
Capital Market Strategies
Florida
$260K 12,478 +12,478 New
OIA
55
OneDigital Investment Advisors
Kansas
$251K 12,050 -179 -1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$218K 10,465 +10,465 New
BFEC
57
Benjamin F. Edwards & Company
Missouri
$195K 9,386 – –
FEG
58
Financial Enhancement Group
Indiana
$193K 9,290 – –
APA
59
American Portfolios Advisors
New York
$175K 8,431 -1,837 -18%
MTWM
60
Masso Torrence Wealth Management
New Jersey
$167K 8,033 +8,033 New
TCWM
61
Total Clarity Wealth Management
Illinois
$156K 7,500 – –
LFG
62
Larson Financial Group
Missouri
$148K 7,131 +67 +0.9%
CWS
63
Confluence Wealth Services
Pennsylvania
$119K 5,760 +5,760 New
HI
64
Harbour Investments
Wisconsin
$115K 5,504 -16,959 -75%
VRM
65
Vectors Research Management
New York
$79K 3,784 +37 +1%
FCMA
66
Foresight Capital Management Advisors
Michigan
$65K 3,112 +3,112 New
CIAS
67
Capital Investment Advisory Services
North Carolina
$42K 2,000 -2,000 -50%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$20K 959 +959 New
GWM
69
Geneos Wealth Management
Colorado
$20K 1,000 +1,000 New
CFGS
70
Concourse Financial Group Securities
Alabama
$4K 200 – –
LWMNY
71
Landmark Wealth Management (New York)
New York
$1K 30,315 +30,315 New
MIAN
72
Mariner Independent Advisor Network
Kansas
– – -42,303 Closed
FTUS
73
Flow Traders U.S.
New York
– – -37,024 Closed
LA
74
LexAurum Advisors
Kansas
– – -35,049 Closed
Citadel Advisors
75
Citadel Advisors
Florida
– – -14,786 Closed
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