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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

116 hedge funds and large institutions have $340M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
40
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.9M
2
Jane Street
2
Jane Street
New York
$4.82M
3
SA
3
Sanctuary Advisors
Indiana
$1.76M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.33M
5
KAS
5
Kestra Advisory Services
Texas
$5.49M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.5M
2
Mariner
2
Mariner
Kansas
$998K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.06M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$950K 48,063 -146 -0.3%
IWA
52
Inspirion Wealth Advisors
Illinois
$924K 46,755 – –
PVI
53
Pine Valley Investments
New Jersey
$857K 43,364 +20,356 +88%
OAM
54
Occidental Asset Management
California
$752K 38,036 -2,182 -5%
TCOO
55
Trust Company of Oklahoma
Oklahoma
$749K 37,884 – –
PCIA
56
Prime Capital Investment Advisors
Kansas
$715K 36,173 – –
OPOWM
57
One Plus One Wealth Management
Florida
$714K 36,113 -467 -1%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$689K 34,854 +1,993 +6%
RA
59
RFG Advisory
Alabama
$682K 34,498 -645 -2%
EH
60
Equitable Holdings
New York
$681K 34,444 +3,281 +11%
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$679K 34,388 +173 +0.5%
SPIA
62
Steward Partners Investment Advisory
New York
$664K 33,607 -10,555 -24%
SFS
63
Security Financial Services
Indiana
$616K 31,158 +62 +0.2%
SCA
64
Snowden Capital Advisors
New York
$589K 29,777 -10,898 -27%
FVWA
65
Foster Victor Wealth Advisors
South Carolina
$517K 26,024 -19 -0.1%
CIA
66
Concurrent Investment Advisors
Florida
$513K 25,933 +9,889 +62%
CWA
67
Continuum Wealth Advisors
New York
$507K 25,665 +5,138 +25%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$497K 25,141 -4,807 -16%
CWP
69
Core Wealth Partners
California
$479K 24,215 +1,880 +8%
ATPW
70
Ashton Thomas Private Wealth
Arizona
$417K 21,084 – –
Comerica Bank
71
Comerica Bank
Texas
$410K 20,763 -1,882 -8%
GA
72
GSG Advisors
New Jersey
$403K 20,421 +147 +0.7%
LCM
73
Lunt Capital Management
Utah
$385K 19,455 – –
SW
74
Simplicity Wealth
New Jersey
$360K 18,232 – –
PWP
75
Principle Wealth Partners
Connecticut
$359K 18,139 -11,106 -38%
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