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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

128 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
22
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$31M
2
Morgan Stanley
2
Morgan Stanley
New York
$70.3M
3
LPL Financial
3
LPL Financial
California
$26.2M
4
SFS
4
Sowell Financial Services
Arkansas
$2.31M
5
PP
5
PFS Partners
New Jersey
$14.9M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$3.2M
2
KAS
2
Kestra Advisory Services
Texas
$5.04M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$3M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$3M
5
Stifel Financial
5
Stifel Financial
Missouri
$4.41M
Name Market Value Shares Shares
Change 		Shares
Change %
IWC
51
Integrated Wealth Concepts
Massachusetts
$959K 48,332 -5,517 -10%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$911K 45,911 -2,638 -5%
CIA
53
Concurrent Investment Advisors
Florida
$862K 43,468 +2,752 +7%
DADC
54
D.A. Davidson & Co
Montana
$860K 43,332 -16,494 -28%
KPWS
55
Kestra Private Wealth Services
Texas
$829K 41,802 -2,510 -6%
SG
56
StoneX Group
New York
$828K 41,711 +41,711 New
OAM
57
Occidental Asset Management
California
$796K 40,136 +1,350 +3%
TCOO
58
Trust Company of Oklahoma
Oklahoma
$752K 37,884 – –
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$747K 37,672 +3,143 +9%
AWM
60
Avaii Wealth Management
Wisconsin
$716K 36,100 +15,965 +79%
IWA
61
Inspirion Wealth Advisors
Illinois
$712K 35,828 -3,802 -10%
ACMA
62
Arbor Capital Management (Alaska)
Alaska
$705K 35,427 +1,001 +3%
PFS
63
Prospera Financial Services
Texas
$699K 35,216 +3,032 +9%
MWM
64
Modern Wealth Management
Kansas
$680K 34,284 -14,077 -29%
OPOWM
65
One Plus One Wealth Management
Florida
$674K 33,976 -600 -2%
RA
66
RFG Advisory
Alabama
$656K 33,088 -112 -0.3%
PAG
67
Private Advisor Group
New Jersey
$648K 32,640 +5,068 +18%
EH
68
Equitable Holdings
New York
$622K 31,375 +3,955 +14%
MCM
69
MAI Capital Management
Ohio
$573K 28,905 +28,905 New
SFS
70
Security Financial Services
Indiana
$562K 28,331 -3,610 -11%
FVWA
71
Foster Victor Wealth Advisors
South Carolina
$554K 27,870 +1,793 +7%
AA
72
Armis Advisers
Georgia
$531K 26,743 +26,743 New
SCA
73
Snowden Capital Advisors
New York
$524K 26,392 -1,804 -6%
PCIA
74
Prime Capital Investment Advisors
Kansas
$496K 25,013 -11,160 -31%
WIA
75
World Investment Advisors
California
$476K 24,006 +24,006 New
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3
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