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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

120 hedge funds and large institutions have $417M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
40
Reduced
43
Closed
12
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
PP
2
PFS Partners
New Jersey
$11.3M
3
EFP
3
EnRich Financial Partners
Wisconsin
$6.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
SL
51
SWMG LLC
Texas
$1.07M 53,516 -20,070 -27%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$974K 48,822 -125,805 -72%
IWA
53
Inspirion Wealth Advisors
Illinois
$933K 46,755 – –
SPIA
54
Steward Partners Investment Advisory
New York
$889K 44,553 -19,926 -31%
OAM
55
Occidental Asset Management
California
$835K 41,847 +1,346 +3%
FF
56
Francis Financial
$800K 40,113 +40,113 New
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$766K 38,421 -2,929 -7%
PWP
58
Principle Wealth Partners
Connecticut
$760K 38,089 -59,453 -61%
TCOO
59
Trust Company of Oklahoma
Oklahoma
$756K 37,884 – –
OPOWM
60
One Plus One Wealth Management
Florida
$730K 36,580 – –
PCIA
61
Prime Capital Investment Advisors
Kansas
$722K 36,173 – –
RA
62
RFG Advisory
Alabama
$697K 34,928 +3,529 +11%
SCA
63
Snowden Capital Advisors
New York
$696K 34,897 +1,627 +5%
ACMA
64
Arbor Capital Management (Alaska)
Alaska
$682K 34,146 -1,757 -5%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$642K 32,186 +965 +3%
SPI
66
Sutton Place Investors
New York
$620K 31,100 – –
SFS
67
Security Financial Services
Indiana
$600K 30,060 +330 +1%
HPC
68
Hobart Private Capital
North Carolina
$592K 29,691 +29,691 New
HW
69
Hedeker Wealth
Illinois
$587K 29,401 +319 +1%
CAN
70
Cetera Advisor Networks
California
$479K 23,993 -14,154 -37%
Comerica Bank
71
Comerica Bank
Texas
$456K 22,836 -12,967 -36%
WCFA
72
Walkner Condon Financial Advisors
Wisconsin
$447K 22,382 -2,295 -9%
CWA
73
Continuum Wealth Advisors
New York
$436K 21,844 +725 +3%
ATPW
74
Ashton Thomas Private Wealth
Arizona
$421K 21,084 -7,780 -27%
GA
75
GSG Advisors
New Jersey
$402K 20,139 +179 +0.9%
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