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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

108 hedge funds and large institutions have $321M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
32
Closed
12
Calls
–
Puts
$478K
Net Calls
-$478K
Net Calls Change
-$478K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$86M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$10.2M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$10.2M
4
FHC
4
First Heartland Consultants
Missouri
$4.16M
5
VWA
5
Visionary Wealth Advisors
Illinois
$3.64M

Top Sellers

1
LWA
1
LWS Wealth Advisors
New Jersey
$1.47M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$9.24M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.46M
4
PSCM
4
Per Stirling Capital Management
Texas
$1.69M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$25.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$53.3K 2,700 -50 -2%
SIS
102
Sound Income Strategies
Florida
$40.1K 2,030 +2,030 New
IGWM
103
ICA Group Wealth Management
Colorado
$35.5K 1,800 – –
CFD
104
Creative Financial Designs
Indiana
$14.1K 714 +714 New
PTC
105
Private Trust Company
Ohio
$12.2K 616 – –
AF
106
Advisornet Financial
Minnesota
$8.01K 406 – –
FA
107
Fiduciary Alliance
South Carolina
$14 1 +1 New
WWM
108
Wagner Wealth Management
South Carolina
– – – –
AI
109
Atria Investments
North Carolina
– – -84,000 Closed
EFL
110
ERn Financial LLC
Wisconsin
– – -77,981 Closed
AWM
111
AE Wealth Management
Kansas
– – -14,187 Closed
AAS
112
Ameritas Advisory Services
Nebraska
– – -13,510 Closed
SFS
113
Sowell Financial Services
Arkansas
– – -12,920 Closed
DAS
114
Dynamic Advisor Solutions
Arizona
– – -12,796 Closed
FVWA
115
Foster Victor Wealth Advisors
South Carolina
– – -11,950 Closed
AFP
116
Ausdal Financial Partners
Iowa
– – -11,858 Closed
TFA
117
Teamwork Financial Advisors
Texas
– – -11,559 Closed
ASN
118
Advisory Services Network
Georgia
– – -11,466 Closed
EWP
119
Engrave Wealth Partners
Texas
– – -11,347 Closed
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$0 9 -45 -83%
Fidelity Investments
121
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
IWM
123
Iams Wealth Management
Nebraska
– – – –
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5