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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 %
LI
101
LVZ Inc
Michigan
$201K 10,068 – –
CAL
102
Capital Analysts LLC
Pennsylvania
$189K 9,439 -600 -6%
PB
103
Pinnacle Bancorp
Nebraska
$149K 7,433 – –
NS
104
NBC Securities
Alabama
$71K 3,581 +26 +0.7%
HGERS
105
Householder Group Estate & Retirement Specialist
Arizona
$70K 3,502 – –
GEA
106
Glen Eagle Advisors
New Jersey
$69.8K 3,490 – –
US Bancorp
107
US Bancorp
Minnesota
$55.4K 2,769 – –
CAS
108
Coppell Advisory Solutions
Texas
$50.6K 2,526 -2,117 -46%
SPIA
109
Steward Partners Investment Advisory
New York
$42K 2,100 -31,507 -94%
LFG
110
Larson Financial Group
Missouri
$35.2K 1,757 -267 -13%
CAM
111
Creekmur Asset Management
Illinois
$35K 1,750 – –
PS
112
Principal Securities
Iowa
$31.1K 1,552 – –
NFA
113
Northwest Financial Advisors
Virginia
$20.2K 1,010 +1,010 New
T
114
Tidemark
California
$18.6K 931 – –
PTC
115
Private Trust Company
Ohio
$12.3K 616 – –
GA
116
GoalVest Advisory
New York
$10.3K 516 +516 New
CFD
117
Creative Financial Designs
Indiana
$9.09K 454 – –
HCA
118
Heck Capital Advisors
Wisconsin
– – – –
Jane Street
119
Jane Street
New York
– – -243,625 Closed
CWA
120
Continuum Wealth Advisors
New York
– – -25,665 Closed
SPC
121
Sigma Planning Corp
Michigan
– – -10,695 Closed
VCM
122
Virtue Capital Management
Tennessee
– – -10,153 Closed
EC
123
EdgeRock Capital
Colorado
– – -4,603 Closed
IAIM
124
International Assets Investment Management
Florida
– – -3,883 Closed
FFA
125
Farther Finance Advisors
California
– – -838 Closed
2 3 4
5
6