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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

117 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% 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
9
Increased
45
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.3M
2
RWB
2
RMR Wealth Builders
New Jersey
$14.1M
3
CWP
3
Core Wealth Partners
California
$1.18M
4
PFS
4
Prospera Financial Services
Texas
$644K
5
NA
5
NewEdge Advisors
Louisiana
$3.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.6M
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$23.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.98M
5
NW
5
Naviter Wealth
Arkansas
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$815K 40,716 +14,783 +57%
IWA
52
Inspirion Wealth Advisors
Illinois
$793K 39,630 -7,125 -15%
OAM
53
Occidental Asset Management
California
$776K 38,786 +750 +2%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$758K 37,884 – –
PCIA
55
Prime Capital Investment Advisors
Kansas
$724K 36,173 – –
OPOWM
56
One Plus One Wealth Management
Florida
$692K 34,576 -1,537 -4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$691K 34,529 -325 -0.9%
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$691K 34,426 +38 +0.1%
RA
59
RFG Advisory
Alabama
$664K 33,200 -1,298 -4%
PFS
60
Prospera Financial Services
Texas
$644K 32,184 +32,184 New
SFS
61
Security Financial Services
Indiana
$639K 31,941 +783 +3%
SCA
62
Snowden Capital Advisors
New York
$564K 28,196 -1,581 -5%
PAG
63
Private Advisor Group
New Jersey
$552K 27,572 -31,351 -53%
EH
64
Equitable Holdings
New York
$549K 27,420 -7,024 -20%
FVWA
65
Foster Victor Wealth Advisors
South Carolina
$522K 26,077 +53 +0.2%
Truist Financial
66
Truist Financial
North Carolina
$467K 23,328 +12,464 +115%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$425K 21,234 -3,907 -16%
GA
68
GSG Advisors
New Jersey
$412K 20,571 +150 +0.7%
AWM
69
Avaii Wealth Management
Wisconsin
$403K 20,135 +7,780 +63%
SOS
70
Silver Oak Securities
Tennessee
$390K 19,455 +19,455 New
LCM
71
Lunt Capital Management
Utah
$389K 19,455 – –
Mariner
72
Mariner
Kansas
$385K 19,245 -31,215 -62%
PWP
73
Principle Wealth Partners
Connecticut
$364K 18,167 +28 +0.2%
SWP
74
Summit Wealth Partners
Florida
$347K 17,331 – –
JSW
75
Journey Strategic Wealth
New Jersey
$333K 16,660 +370 +2%
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