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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

72 hedge funds and large institutions have $114M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
72
Holders Change
+16
Holders Change %
+28.57%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
23
Increased
27
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.9M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$14.6M
3
SPI
3
Sutton Place Investors
New York
$2.43M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.62M
5
LPL Financial
5
LPL Financial
California
$11.9M

Top Sellers

1
CAN
1
Cetera Advisor Networks
California
$538K
2
MIAN
2
Mariner Independent Advisor Network
Kansas
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
LA
4
LexAurum Advisors
Kansas
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.81M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.9M 861,104 +603,112 +234%
HighTower Advisors
2
HighTower Advisors
Illinois
$14.6M 702,985 +252,985 +56%
LPL Financial
3
LPL Financial
California
$11.9M 573,591 +84,370 +17%
PWP
4
Principle Wealth Partners
Connecticut
$5.97M 286,790 +19,912 +7%
CCM
5
Condor Capital Management
New Jersey
$4.82M 231,431 +37,488 +19%
KAS
6
Kestra Advisory Services
Texas
$3.89M 187,114 +12,744 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.9M 139,267 +27,122 +24%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$2.81M 134,879 -34,468 -20%
HW
9
Hedeker Wealth
Illinois
$2.65M 127,275 +8,414 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.62M 125,818 +9,932 +9%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.62M 125,879 +91,360 +265%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.57M 123,381 +28,391 +30%
RJA
13
Raymond James & Associates
Florida
$2.45M 117,656 +5,651 +5%
SPI
14
Sutton Place Investors
New York
$2.43M 116,780 +116,780 New
AI
15
Atria Investments
North Carolina
$2.36M 113,619 +15,523 +16%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.26M 108,343 -3,306 -3%
BFG
17
Barber Financial Group
Kansas
$2.25M 107,959 -5,389 -5%
FPWM
18
FSB Premier Wealth Management
Iowa
$1.64M 78,607 -840 -1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.59M 76,470 +5,075 +7%
Jane Street
20
Jane Street
New York
$1.49M 71,577 +71,577 New
SCA
21
Snowden Capital Advisors
New York
$1.46M 70,270 +70,270 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.44M 69,238 +23,101 +50%
NWM
23
Northwest Wealth Management
Iowa
$1.29M 61,804 +2,400 +4%
DFA
24
DHJJ Financial Advisors
Illinois
$1.01M 48,474 -717 -1%
SWP
25
Stratos Wealth Partners
Ohio
$871K 41,866 -32,207 -43%
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