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First Trust Short Duration Managed Municipal ETF
FSMB

87 hedge funds and large institutions have $191M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

24% more funds holding

Funds holding: 70 → 87 (+17)

17% more capital invested

Capital invested by funds: $164M → $191M (+$27.3M)

13% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 24

0.64% more ownership

Funds ownership: 66.3% → 66.94% (+0.64%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
27
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$10.3M
2
HighTower Advisors
HighTower Advisors
Illinois
+$9.62M
3
KMWM
Keudell/Morrison Wealth Management
Oregon
+$3.64M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.59M
5
UBS Group
UBS Group
Switzerland
+$3.14M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$17.9M
2
CCM
Condor Capital Management
New Jersey
-$4.32M
3
SPI
Sutton Place Investors
New York
-$1.99M
4
PWP
Principle Wealth Partners
Connecticut
-$1.25M
5
LWMNY
Landmark Wealth Management (New York)
New York
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Strategic Blueprint
Georgia
$434K -$14.3K -719 -3%
EFL
52
ERn Financial LLC
Wisconsin
$424K +$425K +21,367 New
CCMG
53
Clark Capital Management Group
Pennsylvania
$384K +$385K +19,367 New
OIA
54
OneDigital Investment Advisors
Kansas
$363K +$78.9K +3,970 +28%
GWA
55
GGM Wealth Advisors
Maryland
$350K – – –
LI
56
LVZ Inc
Michigan
$302K – – –
RJT
57
Raymond James Trust
Florida
$300K – – –
ATPW
58
Ashton Thomas Private Wealth
Arizona
$291K +$291K +14,646 New
SFS
59
Security Financial Services
Indiana
$287K +$287K +14,441 New
KWS
60
Keystone Wealth Services
California
$278K – – –
AAS
61
Ameritas Advisory Services
Nebraska
$268K -$209K -10,523 -44%
SPI
62
Sutton Place Investors
New York
$263K -$1.99M -100,000 -88%
CBFP
63
Cedar Brook Financial Partners
Ohio
$262K -$44.1K -2,217 -14%
GSC
64
G&S Capital
Colorado
$255K -$104K -5,232 -29%
MTWM
65
Masso Torrence Wealth Management
New Jersey
$254K +$255K +12,805 New
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$252K -$215K -10,788 -46%
CMS
67
Capital Market Strategies
Florida
$251K -$1.83K -92 -0.7%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$246K – – –
RA
69
RFG Advisory
Alabama
$232K +$231K +11,592 New
EWP
70
Engrave Wealth Partners
Texas
$225K +$226K +11,347 New
DAS
71
Dynamic Advisor Solutions
Arizona
$216K +$217K +10,905 New
CCM
72
Condor Capital Management
New Jersey
$214K -$4.32M -217,098 -95%
EP
73
Eudaimonia Partners
Tennessee
$214K +$676 +34 +0.3%
MWM
74
Mattern Wealth Management
Kansas
$209K -$59.8K -3,005 -22%
AWS
75
Atria Wealth Solutions
New York
$203K +$203K +10,233 New
1 2
3
4

FSMB Hedge Fund Activity: Q2 2022 in Review

87 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Short Duration Managed Municipal ETF (FSMB) for Q2 2022, worth a combined $191M — up 17% from $164M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FSMB positions and 7 closed out — a net gain of 17 holders — while 27 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.3M. The largest seller was Morgan Stanley, cutting an estimated $17.9M.

  • 87 institutional investors held First Trust Short Duration Managed Municipal ETF (FSMB) as of Q2 2022, up from 70 in Q1 2022.
  • Funds reported $191M of First Trust Short Duration Managed Municipal ETF stock for Q2 2022, up 17% quarter-over-quarter.
  • 24 funds opened new First Trust Short Duration Managed Municipal ETF positions in Q2 2022 and 7 closed out, a net change of +17 holders.
  • The largest First Trust Short Duration Managed Municipal ETF buyer in Q2 2022 was LPL Financial, an estimated $10.3M added.
  • The largest First Trust Short Duration Managed Municipal ETF seller in Q2 2022 was Morgan Stanley, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2022.