We are live on
!
Find out more
First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
87 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, 27 increasing their positions, 24 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
24% more funds holding
Funds holding: 70 → 87 (+17)
17% more capital invested
Capital invested by funds: $164M → $191M (+$27.3M)
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
0.64% more ownership
Funds ownership: 66.3% → 66.94% (+0.64%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
27
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
LPL Financial
San Diego,
California
|
+$10.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$9.62M |
| 3 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$3.64M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.59M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.14M |
