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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

86 hedge funds and large institutions have $191M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
86
Holders Change
+17
Holders Change %
+24.64%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$23.8M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$24M
3
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$3.64M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.4M
5
UBS Group
5
UBS Group
Switzerland
$3.14M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.2M
2
CCM
2
Condor Capital Management
New Jersey
$214K
3
SPI
3
Sutton Place Investors
New York
$263K
4
PWP
4
Principle Wealth Partners
Connecticut
$4.01M
5
LWMNY
5
Landmark Wealth Management (New York)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.2M 1,520,519 -901,132 -37%
HighTower Advisors
2
HighTower Advisors
Illinois
$24M 1,210,493 +483,696 +67%
LPL Financial
3
LPL Financial
California
$23.8M 1,196,542 +516,526 +76%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$17M 855,208 +112,325 +15%
KAS
5
Kestra Advisory Services
Texas
$8.06M 406,261 +108,680 +37%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.4M 272,079 +180,429 +197%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.3M 216,365 +69,321 +47%
PWP
8
Principle Wealth Partners
Connecticut
$4.01M 201,810 -62,837 -24%
KMWM
9
Keudell/Morrison Wealth Management
Oregon
$3.64M 183,158 +183,158 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$3.5M 176,232 +15,435 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.24M 163,136 +3,218 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.18M 160,371 +14,467 +10%
UBS Group
13
UBS Group
Switzerland
$3.14M 158,140 +158,140 New
AFP
14
Ausdal Financial Partners
Iowa
$2.9M 145,996 +113,913 +355%
SCA
15
Snowden Capital Advisors
New York
$2.84M 143,081 +11,485 +9%
HW
16
Hedeker Wealth
Illinois
$2.65M 132,531 – –
RWB
17
RMR Wealth Builders
New Jersey
$2.4M 120,785 +31,399 +35%
ARG
18
Advisory Resource Group
Oklahoma
$2.31M 116,208 +116,208 New
SWP
19
Stratos Wealth Partners
Ohio
$2.15M 108,167 +66,297 +158%
AI
20
Atria Investments
North Carolina
$2.15M 108,131 -5,099 -5%
Jane Street
21
Jane Street
New York
$2.03M 102,039 -26,863 -21%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$2.02M 101,789 +9,696 +11%
PAG
23
Private Advisor Group
New Jersey
$1.91M 96,017 +96,017 New
NA
24
NewEdge Advisors
Louisiana
$1.7M 85,615 +54,594 +176%
RJA
25
Raymond James & Associates
Florida
$1.66M 83,448 -4,833 -5%
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