We are live on ! Find out more
FSMB icon

First Trust Short Duration Managed Municipal ETF

12 hedge funds and large institutions have $16.4M invested in First Trust Short Duration Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

8.93% less ownership

Funds ownership: 93.69%84.77% (-8.9%)

14% less capital invested

Capital invested by funds: $19M → $16.4M (-$2.57M)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$4.08M
CS
2
Credit Suisse
Switzerland
$3.82M -$188K -9,261 -5%
Goldman Sachs
3
Goldman Sachs
New York
$3.59M
Deutsche Bank
4
Deutsche Bank
Germany
$2.46M -$670K -33,000 -21%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.45M -$845K -41,614 -37%
Jane Street
6
Jane Street
New York
$289K -$469K -23,091 -62%
WC
7
Whitnell & Co
Illinois
$202K -$50.7K -2,500 -20%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$202K
LI
9
LVZ Inc
Michigan
$201K +$200K +9,840 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$104K +$15.2K +750 +17%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$20K
APA
12
American Portfolios Advisors
New York
$2.08K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
-$664K -32,761 Closed