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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 %
CFGS
126
Concourse Financial Group Securities
Alabama
– – – –
2 3 4 5
6