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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

98 hedge funds and large institutions have $246M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
37
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LWA
1
LWS Wealth Advisors
New Jersey
$29.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$49.4M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$6.44M
4
TA
4
TruWealth Advisors
Louisiana
$6.07M
5
RWB
5
RMR Wealth Builders
New Jersey
$4.55M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$14.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.28M
3
Jane Street
3
Jane Street
New York
$0
4
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$1.6M
5
SCA
5
Snowden Capital Advisors
New York
$1.34M
Name Market Value Shares Shares
Change 		Shares
Change %
CBFP
76
Cedar Brook Financial Partners
Ohio
$244K 12,514 -680 -5%
CCM
77
Chilton Capital Management
Texas
$243K 12,453 +12,453 New
BFEC
78
Benjamin F. Edwards & Company
Missouri
$240K 12,288 -125 -1%
APA
79
American Portfolios Advisors
New York
$232K 11,889 +4,252 +56%
EWP
80
Engrave Wealth Partners
Texas
$221K 11,347 – –
GSC
81
G&S Capital
Colorado
$220K 11,296 -1,558 -12%
EP
82
Eudaimonia Partners
Tennessee
$211K 10,801 +39 +0.4%
MWM
83
Mattern Wealth Management
Kansas
$206K 10,551 – –
EFS
84
Econ Financial Services
Pennsylvania
$204K 10,480 +10,480 New
FEG
85
Financial Enhancement Group
Indiana
$181K 9,290 – –
LFG
86
Larson Financial Group
Missouri
$98K 5,041 +6 +0.1%
GEA
87
Glen Eagle Advisors
New Jersey
$68K 3,490 +3,490 New
WFA
88
Wipfli Financial Advisors
Wisconsin
$58K 3,000 +3,000 New
William Blair & Company
89
William Blair & Company
Illinois
$53K 2,712 +2,712 New
RCM
90
Raleigh Capital Management
North Carolina
$52K 2,653 -6 -0.2%
CIAS
91
Capital Investment Advisory Services
North Carolina
$39K 2,000 – –
FRA
92
Front Row Advisors
California
$29K 1,500 +1,500 New
AF
93
Allworth Financial
California
$25K 1,265 +1,265 New
EC
94
EdgeRock Capital
Colorado
$25K 1,268 +1,268 New
AF
95
Advisornet Financial
Minnesota
$8K 406 – –
HI
96
Harbour Investments
Wisconsin
$4K 191 – –
Wells Fargo
97
Wells Fargo
California
$4K 229 +228 +22,800%
PWP
98
Principle Wealth Partners
Connecticut
$2.98K 152,899 -48,911 -24%
Jane Street
99
Jane Street
New York
– – -102,039 Closed
FTUS
100
Flow Traders U.S.
New York
– – -62,020 Closed
1 2 3
4
5