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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

120 hedge funds and large institutions have $417M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
40
Reduced
43
Closed
12
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
PP
2
PFS Partners
New Jersey
$11.3M
3
EFP
3
EnRich Financial Partners
Wisconsin
$6.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
CIAS
101
Capital Investment Advisory Services
North Carolina
$113K 5,650 +2,950 +109%
EC
102
EdgeRock Capital
Colorado
$102K 5,111 +5,111 New
CAS
103
Coppell Advisory Solutions
Texas
$83.7K 4,196 +3,889 +1,267%
NS
104
NBC Securities
Alabama
$80K 4,024 +25 +0.6%
LFG
105
Larson Financial Group
Missouri
$78.3K 3,923 -860 -18%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$77K 3,903 – –
ASN
107
Advisory Services Network
Georgia
$72.9K 3,656 +3,656 New
William Blair & Company
108
William Blair & Company
Illinois
$72.1K 3,614 – –
GEA
109
Glen Eagle Advisors
New Jersey
$69.6K 3,490 – –
US Bancorp
110
US Bancorp
Minnesota
$54.9K 2,753 +2,753 New
IGWM
111
ICA Group Wealth Management
Colorado
$37.9K 1,900 +1,900 New
T
112
Tidemark
California
$36.4K 1,826 +1,826 New
CAM
113
Creekmur Asset Management
Illinois
$34.9K 1,750 +1,750 New
PTC
114
Private Trust Company
Ohio
$34.9K 1,748 +1,132 +184%
PS
115
Principal Securities
Iowa
$20.8K 1,045 +1,045 New
FG
116
Fairman Group
Pennsylvania
$20.2K 1,011 +1,011 New
NFA
117
Northwest Financial Advisors
Virginia
$20.2K 1,010 +1,010 New
CFD
118
Creative Financial Designs
Indiana
$6.26K 314 -400 -56%
GWM
119
Geneos Wealth Management
Colorado
$4.25K 213 +213 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
$20 1 – –
WWM
121
Wagner Wealth Management
South Carolina
– – – –
Jane Street
122
Jane Street
New York
– – -265,413 Closed
GVAG
123
Great Valley Advisor Group
Delaware
– – -178,349 Closed
DFA
124
DHJJ Financial Advisors
Illinois
– – -30,581 Closed
NW
125
Naviter Wealth
Arkansas
– – -30,279 Closed
2 3 4
5
6