FSMB icon

First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

120 hedge funds and large institutions have $417M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
40
Reduced
43
Closed
12
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
PP
2
PFS Partners
New Jersey
$11.3M
3
EFP
3
EnRich Financial Partners
Wisconsin
$6.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
76
Lunt Capital Management
Utah
$388K 19,455 – –
SOS
77
Silver Oak Securities
Tennessee
$388K 19,455 +19,455 New
EFS
78
Econ Financial Services
Pennsylvania
$373K 18,675 -1,758 -9%
HI
79
Harbour Investments
Wisconsin
$357K 17,895 +111 +0.6%
AWA
80
Alta Wealth Advisors
Massachusetts
$348K 17,457 -18,000 -51%
EH
81
Equitable Holdings
New York
$337K 16,905 +4,804 +40%
CIA
82
Concurrent Investment Advisors
Florida
$320K 16,044 +16,044 New
SWP
83
Summit Wealth Partners
Florida
$317K 15,867 +600 +4%
CCA
84
Clearwater Capital Advisors
Illinois
$299K 15,000 – –
CWM
85
Castle Wealth Management
Florida
$295K 14,788 +14,788 New
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$285K 14,274 +14,274 New
SPC
87
Sigma Planning Corp
Michigan
$273K 13,697 -5,202 -28%
NGA
88
Naples Global Advisors
Florida
$269K 13,500 +13,500 New
IWM
89
Iams Wealth Management
Nebraska
$262K 13,111 -238 -2%
CCM
90
Chilton Capital Management
Texas
$248K 12,453 – –
OIA
91
OneDigital Investment Advisors
Kansas
$233K 11,677 -3,163 -21%
CA
92
Cetera Advisors
Colorado
$232K 11,638 -1,000 -8%
KWS
93
Keystone Wealth Services
California
$229K 11,500 – –
OCM
94
Objective Capital Management
Ohio
$221K 11,056 +13 +0.1%
MLRA
95
Main Line Retirement Advisors
Montana
$208K 10,402 +10,402 New
LI
96
LVZ Inc
Michigan
$201K 10,068 – –
CAL
97
Capital Analysts LLC
Pennsylvania
$200K 10,039 -511 -5%
RWA
98
Rooted Wealth Advisors
Illinois
$199K 10,010 +10,010 New
BFEC
99
Benjamin F. Edwards & Company
Missouri
$145K 7,260 +1,205 +20%
PB
100
Pinnacle Bancorp
Nebraska
$124K 6,228 – –
2 3
4
5 6