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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

86 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, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$3.64M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.4M
5
UBS Group
5
UBS Group
Switzerland
$3.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
CCM
2
Condor Capital Management
New Jersey
$214K
3
SPI
3
Sutton Place Investors
New York
$263K
4
PWP
4
Principle Wealth Partners
Connecticut
$4.01M
5
LWMNY
5
Landmark Wealth Management (New York)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EFL
51
ERn Financial LLC
Wisconsin
$424K 21,367 +21,367 New
CCMG
52
Clark Capital Management Group
Pennsylvania
$384K 19,367 +19,367 New
OIA
53
OneDigital Investment Advisors
Kansas
$363K 18,289 +3,970 +28%
GWA
54
GGM Wealth Advisors
Maryland
$350K 17,529 – –
LI
55
LVZ Inc
Michigan
$302K 15,235 – –
RJT
56
Raymond James Trust
Florida
$300K 15,100 – –
ATPW
57
Ashton Thomas Private Wealth
Arizona
$291K 14,646 +14,646 New
SFS
58
Security Financial Services
Indiana
$287K 14,441 +14,441 New
KWS
59
Keystone Wealth Services
California
$278K 14,000 – –
AAS
60
Ameritas Advisory Services
Nebraska
$268K 13,510 -10,523 -44%
SPI
61
Sutton Place Investors
New York
$263K 13,240 -100,000 -88%
CBFP
62
Cedar Brook Financial Partners
Ohio
$262K 13,194 -2,217 -14%
GSC
63
G&S Capital
Colorado
$255K 12,854 -5,232 -29%
MTWM
64
Masso Torrence Wealth Management
New Jersey
$254K 12,805 +12,805 New
WCFA
65
Walkner Condon Financial Advisors
Wisconsin
$252K 12,690 -10,788 -46%
CMS
66
Capital Market Strategies
Florida
$251K 12,661 -92 -0.7%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$246K 12,413 – –
RA
68
RFG Advisory
Alabama
$232K 11,592 +11,592 New
EWP
69
Engrave Wealth Partners
Texas
$225K 11,347 +11,347 New
DAS
70
Dynamic Advisor Solutions
Arizona
$216K 10,905 +10,905 New
CCM
71
Condor Capital Management
New Jersey
$214K 10,802 -217,098 -95%
EP
72
Eudaimonia Partners
Tennessee
$214K 10,762 +34 +0.3%
MWM
73
Mattern Wealth Management
Kansas
$209K 10,551 -3,005 -22%
AWS
74
Atria Wealth Solutions
New York
$203K 10,233 +10,233 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$198K 10,000 +10,000 New
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