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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 %
IA
101
IFG Advisory
Georgia
$206K +$206K +10,342 New
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$205K – – –
LI
103
LVZ Inc
Michigan
$200K -$299 -15 -0.1%
KWM
104
Kingsview Wealth Management
Oregon
$199K – – –
PTC
105
Private Trust Company
Ohio
$191K – – –
PB
106
Pinnacle Bancorp
Nebraska
$148K – – –
NS
107
NBC Securities
Alabama
$113K +$870 +44 +0.8%
FFA
108
Farther Finance Advisors
California
$103K +$23.5K +1,180 +30%
FRA
109
Front Row Advisors
California
$99.5K – – –
GEA
110
Glen Eagle Advisors
New Jersey
$69.5K – – –
US Bancorp
111
US Bancorp
Minnesota
$55.1K – – –
HI
112
Harbour Investments
Wisconsin
$54.2K -$398 -20 -0.7%
CFD
113
Creative Financial Designs
Indiana
$53.3K – – –
CA
114
CoreCap Advisors
Michigan
$38.6K +$38.6K +1,941 New
CAM
115
Creekmur Asset Management
Illinois
$34.8K – – –
EWM
116
Evolution Wealth Management
Florida
$32.6K +$32.6K +1,640 New
LFG
117
Larson Financial Group
Missouri
$32.4K -$4.96K -249 -13%
PS
118
Principal Securities
Iowa
$30.9K – – –
SPIA
119
Steward Partners Investment Advisory
New York
$29.9K – – –
TSMHT
120
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$19.9K +1,000 New
VWM
121
Vermillion Wealth Management
Minnesota
$16.7K +$16.7K +838 New
T
122
Tidemark
California
$16.5K -$1.99K -100 -11%
MCM
123
MAI Capital Management
Ohio
$13.2K – – –
CI
124
CX Institutional
Indiana
$10K – – –
TRCT
125
Tower Research Capital (TRC)
New York
$20 +$20 +1 New
2 3 4
5
6