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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

30 hedge funds and large institutions have $27.1M invested in First Trust Short Duration Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+7
Holders Change %
+30.43%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
9
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LA
1
LexAurum Advisors
Kansas
$2.49M
2
Jane Street
2
Jane Street
New York
$2.05M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$953K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$578K
5
FTUS
5
Flow Traders U.S.
New York
$461K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.62M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$1.51M
5
AC
5
Avestar Capital
New York
$1.44M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.59M 174,812 +12,166 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.62M 127,437 -33,767 -21%
LA
3
LexAurum Advisors
Kansas
$2.49M 121,379 +121,379 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.39M 116,292 +2,759 +2%
Jane Street
5
Jane Street
New York
$2.05M 99,913 +99,913 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.04M 99,534 +16,443 +20%
SWP
7
Stratos Wealth Partners
Ohio
$1.67M 81,299 +17,249 +27%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.51M 73,569 -18,757 -20%
AC
9
Avestar Capital
New York
$1.44M 70,368 -15,800 -18%
OIA
10
OneDigital Investment Advisors
Kansas
$985K 47,978 +8,093 +20%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$953K 46,420 +46,420 New
BFG
12
Barber Financial Group
Kansas
$813K 39,627 +15,043 +61%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$578K 28,155 +28,155 New
LI
14
LVZ Inc
Michigan
$502K 24,460 – –
FTUS
15
Flow Traders U.S.
New York
$461K 22,442 +22,442 New
PWP
16
Principle Wealth Partners
Connecticut
$408K 19,904 +24 +0.1%
MSAM
17
Moloney Securities Asset Management
Missouri
$382K 18,622 +18,622 New
CBFP
18
Cedar Brook Financial Partners
Ohio
$357K 17,389 +17,389 New
LFG
19
Larson Financial Group
Missouri
$340K 16,554 +1,686 +11%
CS
20
Credit Suisse
Switzerland
$281K 13,700 – –
TCWM
21
Total Clarity Wealth Management
Illinois
$236K 11,500 +11,500 New
SCA
22
Snowden Capital Advisors
New York
$226K 11,000 – –
APA
23
American Portfolios Advisors
New York
$207K 10,090 +1,685 +20%
JCM
24
Jacobi Capital Management
Pennsylvania
$202K 9,858 +9,858 New
FEG
25
Financial Enhancement Group
Indiana
$191K 9,290 – –
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