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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$383K 19,255 +2,011 +12%
CWM
77
Castle Wealth Management
Florida
$363K 18,248 +6,500 +55%
TWM
78
TCFG Wealth Management
California
$356K 17,895 -72 -0.4%
AWM
79
AE Wealth Management
Kansas
$329K 16,550 +4,640 +39%
KWS
80
Keystone Wealth Services
California
$328K 16,500 +5,000 +43%
PWP
81
Principle Wealth Partners
Connecticut
$326K 16,374 +19 +0.1%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$305K 15,312 – –
CCA
83
Clearwater Capital Advisors
Illinois
$299K 15,000 – –
RWA
84
Rooted Wealth Advisors
Illinois
$293K 14,700 +45 +0.3%
AAS
85
Avantax Advisory Services
Texas
$272K 13,641 -3,594 -21%
ACI
86
Alpha Cubed Investments
California
$270K 13,580 – –
NG
87
Novem Group
New York
$259K 13,000 – –
GSWM
88
Golden State Wealth Management
California
$250K 12,557 -4,685 -27%
CCM
89
Chilton Capital Management
Texas
$248K 12,453 – –
JSW
90
Journey Strategic Wealth
New Jersey
$248K 12,445 -3,101 -20%
Mariner
91
Mariner
Kansas
$247K 12,386 +2,337 +23%
SCA
92
Snowden Capital Advisors
New York
$246K 12,337 -4,560 -27%
NGA
93
Naples Global Advisors
Florida
$239K 12,000 – –
KPWS
94
Kestra Private Wealth Services
Texas
$233K 11,689 -3,326 -22%
HH
95
Hilltop Holdings
Texas
$226K 11,342 +11,342 New
HW
96
Hedeker Wealth
Illinois
$222K 11,146 -43,648 -80%
CAL
97
Capital Analysts LLC
Pennsylvania
$218K 10,935 – –
IWA
98
Integrity Wealth Advisors
California
$217K 10,904 -1,027 -9%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$213K 10,687 +10,687 New
BWM
100
BlackDiamond Wealth Management
New York
$212K 10,635 -502 -5%
2 3
4
5 6