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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
47
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.7M
2
LPL Financial
2
LPL Financial
California
$26.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.81M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.9M
5
AF
5
Allworth Financial
California
$5.1M

Top Sellers

1
PGFC
1
Peapack-Gladstone Financial Corp
New Jersey
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M
3
KAS
3
Kestra Advisory Services
Texas
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.78M
5
HW
5
Hedeker Wealth
Illinois
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$858K – – –
CGH
52
Crossmark Global Holdings
Texas
$849K – – –
PFS
53
Prospera Financial Services
Texas
$806K +$16.7K +837 +2%
PAG
54
Private Advisor Group
New Jersey
$794K +$197K +9,897 +33%
SWP
55
Stratos Wealth Partners
Ohio
$783K +$783K +39,337 New
OPOWM
56
One Plus One Wealth Management
Florida
$778K +$100K +5,023 +15%
Jane Street
57
Jane Street
New York
$773K -$482K -24,199 -38%
HPC
58
Hobart Private Capital
North Carolina
$737K -$593K -29,812 -45%
DADC
59
D.A. Davidson & Co
Montana
$729K – – –
ACMA
60
Arbor Capital Management (Alaska)
Alaska
$726K -$7.04K -353 -1%
SFS
61
Security Financial Services
Indiana
$720K +$73.8K +3,706 +11%
IWA
62
Inspirion Wealth Advisors
Illinois
$683K -$23.9K -1,200 -3%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$680K -$74K -3,713 -10%
TCOO
64
Trust Company of Oklahoma
Oklahoma
$658K – – –
EIA
65
Eldridge Investment Advisors
New Hampshire
$627K – – –
SW
66
Simplicity Wealth
New Jersey
$565K +$283K +14,201 +100%
FVWA
67
Foster Victor Wealth Advisors
South Carolina
$563K +$3.01K +151 +0.5%
PCIA
68
Prime Capital Investment Advisors
Kansas
$563K +$11.8K +591 +2%
MWM
69
Modern Wealth Management
Kansas
$529K -$97.5K -4,896 -16%
CWP
70
Core Wealth Partners
California
$510K -$227K -11,415 -31%
AA
71
Armis Advisers
Georgia
$489K – – –
EC
72
Elequin Capital
New York
$476K +$476K +23,928 New
WIA
73
World Investment Advisors
California
$469K -$2.47K -124 -0.5%
SWP
74
Summit Wealth Partners
Florida
$456K – – –
FF
75
Foronjy Financial
California
$404K +$404K +20,308 New
1 2
3
4 5