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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

86 hedge funds and large institutions have $191M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$3.64M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.4M
5
UBS Group
5
UBS Group
Switzerland
$3.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
CCM
2
Condor Capital Management
New Jersey
$214K
3
SPI
3
Sutton Place Investors
New York
$263K
4
PWP
4
Principle Wealth Partners
Connecticut
$4.01M
5
LWMNY
5
Landmark Wealth Management (New York)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FEG
76
Financial Enhancement Group
Indiana
$184K 9,290 – –
APA
77
American Portfolios Advisors
New York
$152K 7,637 -692 -8%
TCWM
78
Total Clarity Wealth Management
Illinois
$149K 7,500 +7,500 New
LFG
79
Larson Financial Group
Missouri
$100K 5,035 -580 -10%
VRM
80
Vectors Research Management
New York
$76K 3,828 -5 -0.1%
RCM
81
Raleigh Capital Management
North Carolina
$53K 2,659 -5,357 -67%
CIAS
82
Capital Investment Advisory Services
North Carolina
$40K 2,000 – –
GWM
83
Geneos Wealth Management
Colorado
$19K 1,000 – –
AF
84
Advisornet Financial
Minnesota
$8K 406 – –
HI
85
Harbour Investments
Wisconsin
$4K 191 +191 New
LWMNY
86
Landmark Wealth Management (New York)
New York
– – -60,796 Closed
William Blair & Company
87
William Blair & Company
Illinois
– – -26,750 Closed
MSFS
88
Main Street Financial Solutions
Pennsylvania
– – -23,800 Closed
TAM
89
Tucker Asset Management
Colorado
– – -16,559 Closed
NWM
90
Northwest Wealth Management
Iowa
– – -11,750 Closed
EFS
91
Econ Financial Services
Pennsylvania
– – -9,378 Closed
Fidelity Investments
92
Fidelity Investments
Massachusetts
– – -960 Closed
Wells Fargo
93
Wells Fargo
California
$0 1 – –
CFGS
94
Concourse Financial Group Securities
Alabama
– – – –
1 2 3
4