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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

98 hedge funds and large institutions have $246M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
37
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWA
1
LWS Wealth Advisors
New Jersey
$29.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.4M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.44M
4
TA
4
TruWealth Advisors
Louisiana
$6.07M
5
RWB
5
RMR Wealth Builders
New Jersey
$4.55M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.28M
3
Jane Street
3
Jane Street
New York
$0
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$1.6M
5
SCA
5
Snowden Capital Advisors
New York
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$582K 29,845 -179 -0.6%
SPIA
52
Steward Partners Investment Advisory
New York
$555K 28,468 +6,202 +28%
EIA
53
Eldridge Investment Advisors
New Hampshire
$546K 28,008 +28,008 New
SWP
54
ShoreHaven Wealth Partners
New Jersey
$540K 27,722 -346 -1%
ATPW
55
Ashton Thomas Private Wealth
Arizona
$474K 24,330 +9,684 +66%
CAL
56
Capital Analysts LLC
Pennsylvania
$386K 19,812 +19,812 New
RA
57
RFG Advisory
Alabama
$383K 19,662 +8,070 +70%
SB
58
Strategic Blueprint
Georgia
$378K 19,367 -2,498 -11%
GWA
59
GGM Wealth Advisors
Maryland
$340K 17,529 – –
OIA
60
OneDigital Investment Advisors
Kansas
$338K 17,333 -956 -5%
OCM
61
Objective Capital Management
Ohio
$314K 16,100 -5,800 -26%
LI
62
LVZ Inc
Michigan
$297K 15,235 – –
RJT
63
Raymond James Trust
Florida
$294K 15,100 – –
SFS
64
Security Financial Services
Indiana
$282K 14,469 +28 +0.2%
MWP
65
Meridian Wealth Partners
Pennsylvania
$278K 14,274 +14,274 New
AWS
66
Atria Wealth Solutions
New York
$275K 14,109 +3,876 +38%
WWM
67
Wagner Wealth Management
South Carolina
$274K 14,041 -12,845 -48%
KWS
68
Keystone Wealth Services
California
$273K 14,000 – –
AAS
69
Ameritas Advisory Services
Nebraska
$263K 13,510 – –
ASN
70
Advisory Services Network
Georgia
$262K 13,449 -41,950 -76%
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
$255K 13,056 +366 +3%
MTWM
72
Masso Torrence Wealth Management
New Jersey
$248K 12,703 -102 -0.8%
CMS
73
Capital Market Strategies
Florida
$247K 12,671 +10 +0.1%
DAS
74
Dynamic Advisor Solutions
Arizona
$247K 12,660 +1,755 +16%
Citadel Advisors
75
Citadel Advisors
Florida
$244K 12,509 +12,509 New
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