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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

116 hedge funds and large institutions have $340M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% 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
10
Increased
40
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.9M
2
Jane Street
2
Jane Street
New York
$4.82M
3
SA
3
Sanctuary Advisors
Indiana
$1.76M
4
Stifel Financial
4
Stifel Financial
Missouri
$4.33M
5
KAS
5
Kestra Advisory Services
Texas
$5.49M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$24.5M
2
Mariner
2
Mariner
Kansas
$998K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.06M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$23.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.58M
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
126
Benjamin F. Edwards & Company
Missouri
– – -7,887 Closed
WWM
127
Wagner Wealth Management
South Carolina
– – – –
CFGS
128
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
6