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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

117 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% 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
9
Increased
45
Reduced
40
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$27.3M
2
RWB
2
RMR Wealth Builders
New Jersey
$14.1M
3
CWP
3
Core Wealth Partners
California
$1.18M
4
PFS
4
Prospera Financial Services
Texas
$644K
5
NA
5
NewEdge Advisors
Louisiana
$3.68M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$67.6M
2
Jane Street
2
Jane Street
New York
$0
3
LPL Financial
3
LPL Financial
California
$23.6M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.98M
5
NW
5
Naviter Wealth
Arkansas
$305K
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
76
Alta Wealth Advisors
Massachusetts
$329K 16,443 -657 -4%
TWM
77
TCFG Wealth Management
California
$327K 16,327 +16,327 New
ATPW
78
Ashton Thomas Private Wealth
Arizona
$306K 15,312 -5,772 -27%
NW
79
Naviter Wealth
Arkansas
$305K 15,240 -39,538 -72%
CIAS
80
Capital Investment Advisory Services
North Carolina
$302K 15,071 +3,010 +25%
CCA
81
Clearwater Capital Advisors
Illinois
$300K 15,000 – –
FTUS
82
Flow Traders U.S.
New York
$297K 14,830 +14,830 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$294K 14,714 -750 -5%
RWA
84
Rooted Wealth Advisors
Illinois
$294K 14,709 +2,996 +26%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$286K 14,274 – –
HI
86
Harbour Investments
Wisconsin
$284K 14,175 -2,397 -14%
SW
87
Simplicity Wealth
New Jersey
$282K 14,116 -4,116 -23%
AI
88
Atria Investments
North Carolina
$274K 13,697 +13,697 New
NGA
89
Naples Global Advisors
Florida
$270K 13,500 – –
IWM
90
Iams Wealth Management
Nebraska
$260K 13,003 +482 +4%
SF
91
Synovus Financial
Georgia
$257K 12,853 +66 +0.5%
CCM
92
Chilton Capital Management
Texas
$249K 12,453 – –
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$236K 11,788 +11,788 New
KWS
94
Keystone Wealth Services
California
$230K 11,500 – –
KWM
95
Kingsview Wealth Management
Oregon
$225K 11,262 – –
BWM
96
BlackDiamond Wealth Management
New York
$222K 11,137 -246 -2%
FHA
97
First Horizon Advisors
Tennessee
$219K 10,928 +10,928 New
MLRA
98
Main Line Retirement Advisors
Montana
$213K 10,647 +78 +0.7%
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$206K 10,278 – –
IA
100
IFG Advisory
Georgia
$205K 10,253 +75 +0.7%
2 3
4
5 6