First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
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.
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 |
1
Morgan Stanley
New York
|
$82.7M |
| 2 |
2
LPL Financial
San Diego,
California
|
$26.7M |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$4.81M |
| 4 |
4
JPMorgan Chase & Co
New York
|
$4.9M |
| 5 |
AF
5
Allworth Financial
Folsom,
California
|
$5.1M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
PGFC
126
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
| – | – | -180,554 | Closed |
|
|
GA
127
GSG Advisors
Mount Laurel,
New Jersey
| – | – | -20,081 | Closed |
|
|
NW
128
Naviter Wealth
Little Rock,
Arkansas
| – | – | -17,626 | Closed |
|
|
HCM
129
Howard Capital Management
Roswell,
Georgia
| – | – | -14,492 | Closed |
|
|
BIG
130
Brookwood Investment Group
Phoenix,
Arizona
| – | – | -13,862 | Closed |
|
|
AI
131
Atria Investments
Charlotte,
North Carolina
| – | – | -13,360 | Closed |
|
132
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | – | -12,645 | Closed |
|
|
IWM
133
Iams Wealth Management
Omaha,
Nebraska
| – | – | -11,045 | Closed |
|
|
AWA
134
Alta Wealth Advisors
Woburn,
Massachusetts
| – | – | -10,863 | Closed |
|
|
VCM
135
Virtue Capital Management
Brentwood,
Tennessee
| – | – | -10,153 | Closed |
|
|
GA
136
GoalVest Advisory
New York
| – | – | -516 | Closed |
|
|
TCM
137
TD Capital Management
Memphis,
Tennessee
| – | – | -255 | Closed |
|
138
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | – | -130 | Closed |
|