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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

108 hedge funds and large institutions have $321M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
32
Closed
12
Calls
–
Puts
$478K
Net Calls
-$478K
Net Calls Change
-$478K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.2M
4
FHC
4
First Heartland Consultants
Missouri
$4.16M
5
VWA
5
Visionary Wealth Advisors
Illinois
$3.64M

Top Sellers

1
LWA
1
LWS Wealth Advisors
New Jersey
$1.47M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.46M
4
PSCM
4
Per Stirling Capital Management
Texas
$1.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
51
Prime Capital Investment Advisors
Kansas
$801K 40,598 +40,598 New
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$789K 39,989 -7,980 -17%
AWA
53
Alta Wealth Advisors
Massachusetts
$787K 39,854 -1,762 -4%
KPWS
54
Kestra Private Wealth Services
Texas
$771K 39,056 +2,737 +8%
FTUS
55
Flow Traders U.S.
New York
$762K 38,595 +38,595 New
OAM
56
Occidental Asset Management
California
$742K 37,582 +18,490 +97%
OPOWM
57
One Plus One Wealth Management
Florida
$732K 37,086 +17,991 +94%
FAIM
58
Financial Advocates Investment Management
Washington
$720K 36,468 +6,667 +22%
ACMA
59
Arbor Capital Management (Alaska)
Alaska
$710K 35,958 +1,401 +4%
DFA
60
DHJJ Financial Advisors
Illinois
$685K 34,714 +1,035 +3%
ATPW
61
Ashton Thomas Private Wealth
Arizona
$669K 33,912 – –
SPC
62
Sigma Planning Corp
Michigan
$651K 32,965 +1,249 +4%
TCOO
63
Trust Company of Oklahoma
Oklahoma
$623K 31,584 – –
SPI
64
Sutton Place Investors
New York
$614K 31,100 – –
NW
65
Naviter Wealth
Arkansas
$612K 31,027 +31,027 New
SFS
66
Security Financial Services
Indiana
$609K 30,874 -83 -0.3%
RA
67
RFG Advisory
Alabama
$562K 28,463 +9,182 +48%
MML Investors Services
68
MML Investors Services
Massachusetts
$552K 27,981 +27,981 New
WCFA
69
Walkner Condon Financial Advisors
Wisconsin
$506K 25,615 +11,516 +82%
CAG
70
Csenge Advisory Group
Florida
$494K 25,000 +25,000 New
CWA
71
Continuum Wealth Advisors
New York
$409K 20,725 +3,784 +22%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$407K 20,594 +17,686 +608%
RJT
73
Raymond James Trust
Florida
$339K 17,186 +2,086 +14%
Jane Street
74
Jane Street
New York
$335K 16,988 +16,988 New
USCWA
75
U.S. Capital Wealth Advisors
Texas
$334K 16,904 +16,904 New
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