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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

108 hedge funds and large institutions have $297M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
36
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$61M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.9M
3
OAJ
3
Ogorek Anthony Joseph
New York
$7.56M
4
PSCM
4
Per Stirling Capital Management
Texas
$6.06M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$21.3M

Top Sellers

1
LWA
1
LWS Wealth Advisors
New Jersey
$22.1M
2
SWP
2
Stratos Wealth Partners
Ohio
$0
3
KAS
3
Kestra Advisory Services
Texas
$5.23M
4
LPL Financial
4
LPL Financial
California
$22.7M
5
AFP
5
Ausdal Financial Partners
Iowa
$421K
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
101
Fifth Third Bancorp
Ohio
$23.9K 1,213 +1,213 New
AF
102
Advisornet Financial
Minnesota
$8.01K 406 – –
CASC
103
Coppell Advisory Solutions Corp
Texas
$6.06K 307 +307 New
CAS
104
Coppell Advisory Solutions
Texas
$6.06K 307 +307 New
PAG
105
Private Advisor Group
New Jersey
$1.19K 60,343 -37,533 -38%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$908 46 +46 New
Wells Fargo
107
Wells Fargo
California
$20 1 -228 -100%
FA
108
Fiduciary Alliance
South Carolina
$13 1 +1 New
SWP
109
Stratos Wealth Partners
Ohio
– – -195,709 Closed
HW
110
Hedeker Wealth
Illinois
– – -67,921 Closed
MHS
111
M Holdings Securities
Oregon
– – -33,598 Closed
Truist Financial
112
Truist Financial
North Carolina
– – -33,425 Closed
SWP
113
ShoreHaven Wealth Partners
New Jersey
– – -27,722 Closed
AWS
114
Atria Wealth Solutions
New York
– – -14,109 Closed
MTWM
115
Masso Torrence Wealth Management
New Jersey
– – -12,703 Closed
BFEC
116
Benjamin F. Edwards & Company
Missouri
– – -12,288 Closed
GSC
117
G&S Capital
Colorado
– – -11,296 Closed
FEG
118
Financial Enhancement Group
Indiana
– – -9,290 Closed
RCM
119
Raleigh Capital Management
North Carolina
– – -2,653 Closed
FRA
120
Front Row Advisors
California
– – -1,500 Closed
EC
121
EdgeRock Capital
Colorado
– – -1,268 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
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