FSMB icon

First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

37 hedge funds and large institutions have $32.5M invested in First Trust Short Duration Managed Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
37
Holders Change
+7
Holders Change %
+23.33%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSC
1
G&S Capital
Colorado
$3.01M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.46M
3
AI
3
Atria Investments
North Carolina
$1.26M
4
PWP
4
Principle Wealth Partners
Connecticut
$1.35M
5
CBFP
5
Cedar Brook Financial Partners
Ohio
$1.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
LA
2
LexAurum Advisors
Kansas
$1.48M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.03M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.68M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$3.94M 190,812 +16,000 +9%
GSC
2
G&S Capital
Colorado
$3.01M 145,740 +145,740 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.23M 108,036 -8,256 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.03M 98,417 -29,020 -23%
SWP
5
Stratos Wealth Partners
Ohio
$1.9M 91,975 +10,676 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.68M 81,147 -18,387 -18%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.59M 77,069 +3,500 +5%
LA
8
LexAurum Advisors
Kansas
$1.48M 71,790 -49,589 -41%
Citadel Advisors
9
Citadel Advisors
Florida
$1.46M 70,738 +70,738 New
PWP
10
Principle Wealth Partners
Connecticut
$1.35M 65,158 +45,254 +227%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.26M 61,065 +14,645 +32%
AI
12
Atria Investments
North Carolina
$1.26M 61,058 +61,058 New
AC
13
Avestar Capital
New York
$1.22M 59,147 -11,221 -16%
CBFP
14
Cedar Brook Financial Partners
Ohio
$1.2M 58,195 +40,806 +235%
BFG
15
Barber Financial Group
Kansas
$1.05M 50,701 +11,074 +28%
OIA
16
OneDigital Investment Advisors
Kansas
$984K 47,626 -352 -0.7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$656K 31,762 +3,607 +13%
KPWS
18
Kestra Private Wealth Services
Texas
$627K 30,356 +30,356 New
LI
19
LVZ Inc
Michigan
$505K 24,460 – –
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$494K 23,921 +23,921 New
MSAM
21
Moloney Securities Asset Management
Missouri
$384K 18,596 -26 -0.1%
KAS
22
Kestra Advisory Services
Texas
$378K 18,333 +18,333 New
FTUS
23
Flow Traders U.S.
New York
$311K 15,056 -7,386 -33%
AFP
24
Ausdal Financial Partners
Iowa
$290K 14,027 +14,027 New
SCA
25
Snowden Capital Advisors
New York
$227K 11,000 – –
1
2