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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

120 hedge funds and large institutions have $417M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 12 closing their positions.

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
21
Increased
40
Reduced
43
Closed
12
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
-$5K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$175M
2
PP
2
PFS Partners
New Jersey
$11.3M
3
EFP
3
EnRich Financial Partners
Wisconsin
$6.9M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$4.76M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$6.42M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
GVAG
2
Great Valley Advisor Group
Delaware
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$6.59M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$22.9M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$974K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$175M 8,786,116 +4,605,017 +110%
LPL Financial
2
LPL Financial
California
$23.6M 1,182,169 +80,402 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$22.9M 1,145,964 -138,366 -11%
PP
4
PFS Partners
New Jersey
$11.3M 567,527 +566,025 +37,685%
HighTower Advisors
5
HighTower Advisors
Illinois
$11.2M 561,314 +1,003 +0.2%
TA
6
TruWealth Advisors
Louisiana
$10.4M 522,342 +19,610 +4%
RWB
7
RMR Wealth Builders
New Jersey
$9.56M 479,355 +86,600 +22%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.4M 370,712 -56,379 -13%
EFP
9
EnRich Financial Partners
Wisconsin
$6.9M 346,092 +346,092 New
UBS Group
10
UBS Group
Switzerland
$6.66M 333,901 -15,285 -4%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.59M 330,145 -145,247 -31%
OAJ
12
Ogorek Anthony Joseph
New York
$6.47M 324,387 -35,325 -10%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.42M 321,939 +204,134 +173%
KAS
14
Kestra Advisory Services
Texas
$5.13M 256,908 +6,927 +3%
BCI
15
Brinker Capital Investments
Pennsylvania
$5.09M 255,056 -6,111 -2%
OPS
16
Orion Portfolio Solutions
Nebraska
$5.09M 255,056 -6,111 -2%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.76M 238,443 +205,971 +634%
NP
18
Nilsine Partners
Colorado
$4.38M 219,534 +2,078 +1%
CCM
19
Condor Capital Management
New Jersey
$3.82M 191,317 +5,013 +3%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.63M 182,026 +2,481 +1%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.94M 147,171 +143,903 +4,403%
Mariner
22
Mariner
Kansas
$2.93M 147,021 -38,757 -21%
AF
23
Allworth Financial
California
$2.93M 146,906 +94,910 +183%
Stifel Financial
24
Stifel Financial
Missouri
$2.88M 144,519 +4,157 +3%
NA
25
NewEdge Advisors
Louisiana
$2.88M 144,554 +18,413 +15%
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