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First Trust Short Duration Managed Municipal ETF
FSMB

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
1.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
47
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.7M
2
LPL Financial
2
LPL Financial
California
$26.7M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.81M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.9M
5
AF
5
Allworth Financial
California
$5.1M

Top Sellers

1
PGFC
1
Peapack-Gladstone Financial Corp
New Jersey
$0
2
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M
3
KAS
3
Kestra Advisory Services
Texas
$1.93M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.78M
5
HW
5
Hedeker Wealth
Illinois
$222K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$82.7M +$11.2M +563,704 +16%
Raymond James Financial
2
Raymond James Financial
Florida
$34.9M +$1.06M +53,489 +3%
LPL Financial
3
LPL Financial
California
$26.7M +$2.1M +105,547 +9%
RWB
4
RMR Wealth Builders
New Jersey
$17.2M +$978K +49,158 +6%
HighTower Advisors
5
HighTower Advisors
Illinois
$16.6M +$234K +11,765 +1%
UBS Group
6
UBS Group
Switzerland
$15.1M +$1.05M +52,720 +7%
PP
7
PFS Partners
New Jersey
$14.3M -$673K -33,820 -4%
TA
8
TruWealth Advisors
Louisiana
$12.4M +$630K +31,661 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$9.52M +$1.06M +53,120 +12%
NA
10
NewEdge Advisors
Louisiana
$8.32M +$946K +47,538 +13%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$8.28M -$249K -12,529 -3%
EFP
12
EnRich Financial Partners
Wisconsin
$7.6M +$149K +7,477 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$6.78M -$1.3M -65,145 -16%
Wells Fargo
14
Wells Fargo
California
$5.75M +$1.29M +64,823 +29%
AF
15
Allworth Financial
California
$5.1M +$1.54M +77,518 +43%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$4.9M +$1.56M +78,417 +47%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.81M +$1.68M +84,280 +53%
CCM
18
Condor Capital Management
New Jersey
$4.63M -$4.92K -247 -0.1%
NP
19
Nilsine Partners
Colorado
$4.51M +$111K +5,567 +3%
Stifel Financial
20
Stifel Financial
Missouri
$3.97M -$189K -9,500 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$3.8M +$631K +31,698 +20%
PSCM
22
Per Stirling Capital Management
Texas
$3.68M +$292K +14,670 +9%
MML Investors Services
23
MML Investors Services
Massachusetts
$2.93M -$1.51M -75,693 -34%
VWA
24
Visionary Wealth Advisors
Illinois
$2.86M -$120K -6,009 -4%
FF
25
Francis Financial
$2.66M -$40.1K -2,013 -1%
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