First Trust Short Duration Managed Municipal ETF
FSMB
FSMB
125 hedge funds and large institutions have $365M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.83% less ownership
Funds ownership: 81.12% → 80.29% (-0.83%)
2% less capital invested
Capital invested by funds: $375M → $365M (-$9.13M)
Holders
125
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.87M | |
| 2 | +$2.72M | |
| 3 | +$2.1M | |
| 4 |
LPL Financial
San Diego,
California
|
+$1.97M |
| 5 |
RWB
RMR Wealth Builders
Montclair,
New Jersey
|
+$1.64M |
Top Sellers
| 1 | -$26.6M | |
| 2 | -$1.79M | |
| 3 | -$1.61M | |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$1.52M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$1.18M |
