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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
47
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.7M
2
LPL Financial
2
LPL Financial
California
$26.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.81M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.9M
5
AF
5
Allworth Financial
California
$5.1M

Top Sellers

1
PGFC
1
Peapack-Gladstone Financial Corp
New Jersey
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M
3
KAS
3
Kestra Advisory Services
Texas
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.78M
5
HW
5
Hedeker Wealth
Illinois
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
76
Capital Investment Advisory Services
North Carolina
$383K +$40K +2,011 +12%
CWM
77
Castle Wealth Management
Florida
$363K +$129K +6,500 +55%
TWM
78
TCFG Wealth Management
California
$356K -$1.43K -72 -0.4%
AWM
79
AE Wealth Management
Kansas
$329K +$92.4K +4,640 +39%
KWS
80
Keystone Wealth Services
California
$328K +$99.5K +5,000 +43%
PWP
81
Principle Wealth Partners
Connecticut
$326K +$378 +19 +0.1%
ATPW
82
Ashton Thomas Private Wealth
Arizona
$305K – – –
CCA
83
Clearwater Capital Advisors
Illinois
$299K – – –
RWA
84
Rooted Wealth Advisors
Illinois
$293K +$897 +45 +0.3%
AAS
85
Avantax Advisory Services
Texas
$272K -$71.5K -3,594 -21%
ACI
86
Alpha Cubed Investments
California
$270K – – –
NG
87
Novem Group
New York
$259K – – –
GSWM
88
Golden State Wealth Management
California
$250K -$93.3K -4,685 -27%
CCM
89
Chilton Capital Management
Texas
$248K – – –
JSW
90
Journey Strategic Wealth
New Jersey
$248K -$61.7K -3,101 -20%
Mariner
91
Mariner
Kansas
$247K +$46.5K +2,337 +23%
SCA
92
Snowden Capital Advisors
New York
$246K -$90.8K -4,560 -27%
NGA
93
Naples Global Advisors
Florida
$239K – – –
KPWS
94
Kestra Private Wealth Services
Texas
$233K -$66.2K -3,326 -22%
HH
95
Hilltop Holdings
Texas
$226K +$226K +11,342 New
HW
96
Hedeker Wealth
Illinois
$222K -$869K -43,648 -80%
CAL
97
Capital Analysts LLC
Pennsylvania
$218K – – –
IWA
98
Integrity Wealth Advisors
California
$217K -$20.4K -1,027 -9%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$213K +$213K +10,687 New
BWM
100
BlackDiamond Wealth Management
New York
$212K -$10K -502 -5%
2 3
4
5 6