FSMB icon

First Trust Short Duration Managed Municipal ETF

116 hedge funds and large institutions have $340M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
76
Summit Wealth Partners
Florida
$343K 17,331 +1,464 +9%
AWA
77
Alta Wealth Advisors
Massachusetts
$338K 17,100 -122 -0.7%
HI
78
Harbour Investments
Wisconsin
$328K 16,572 -976 -6%
JSW
79
Journey Strategic Wealth
New Jersey
$322K 16,290 +16,290 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$306K 15,464 -14,350 -48%
CCA
81
Clearwater Capital Advisors
Illinois
$297K 15,000
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$282K 14,274
NGA
83
Naples Global Advisors
Florida
$267K 13,500
SF
84
Synovus Financial
Georgia
$253K 12,787
IWM
85
Iams Wealth Management
Nebraska
$248K 12,521 -1,800 -13%
CCM
86
Chilton Capital Management
Texas
$246K 12,453
AWM
87
Avaii Wealth Management
Wisconsin
$244K 12,355 +12,355 New
CIAS
88
Capital Investment Advisory Services
North Carolina
$238K 12,061 +1,758 +17%
RWA
89
Rooted Wealth Advisors
Illinois
$233K 11,713 +1,637 +16%
KWS
90
Keystone Wealth Services
California
$227K 11,500
BWM
91
BlackDiamond Wealth Management
New York
$227K 11,383 +11,383 New
KWM
92
Kingsview Wealth Management
Oregon
$223K 11,262 +11,262 New
Truist Financial
93
Truist Financial
North Carolina
$215K 10,864 +103 +1%
SPC
94
Sigma Planning Corp
Michigan
$211K 10,695 -248 -2%
MLRA
95
Main Line Retirement Advisors
Montana
$209K 10,569 +76 +0.7%
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$203K 10,278
VCM
97
Virtue Capital Management
Tennessee
$201K 10,153
IA
98
IFG Advisory
Georgia
$201K 10,178 +10,178 New
LI
99
LVZ Inc
Michigan
$199K 10,068
CAL
100
Capital Analysts LLC
Pennsylvania
$198K 10,039