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First Trust Short Duration Managed Municipal ETF

105 hedge funds and large institutions have $312M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$2.53M 127,205 -277 -0.2%
HCA
27
Heck Capital Advisors
Wisconsin
$2.37M 119,400 +598 +0.5%
ARG
28
Advisory Resource Group
Oklahoma
$2.16M 108,401 -4,909 -4%
PWP
29
Principle Wealth Partners
Connecticut
$2.05M 103,077 +3,554 +4%
GVAG
30
Great Valley Advisor Group
Delaware
$1.98M 99,744 +99,744 New
VBFG
31
Vishria Bird Financial Group
Tennessee
$1.85M 93,255
RJA
32
Raymond James & Associates
Florida
$1.72M 86,448 -17,594 -17%
MA
33
Mutual Advisors
Nebraska
$1.68M 84,690 +4,002 +5%
BFG
34
Barber Financial Group
Kansas
$1.68M 84,361 +2,046 +2%
AI
35
Atria Investments
North Carolina
$1.67M 84,000 -85,461 -50%
SL
36
SWMG LLC
Texas
$1.6M 80,276
IIL
37
Insight Inv LLC
California
$1.58M 79,330 +1,000 +1%
EFL
38
ERn Financial LLC
Wisconsin
$1.55M 77,981 -10,792 -12%
FPWM
39
FSB Premier Wealth Management
Iowa
$1.38M 69,284 -10,331 -13%
EIA
40
Eldridge Investment Advisors
New Hampshire
$1.37M 68,835 -6,258 -8%
DADC
41
D.A. Davidson & Co
Montana
$1.3M 65,426 -4,750 -7%
PAG
42
Private Advisor Group
New Jersey
$1.27M 63,728 +3,385 +6%
SPIA
43
Steward Partners Investment Advisory
New York
$1.18M 59,495 +29,810 +100%
IWA
44
Inspirion Wealth Advisors
Illinois
$1.13M 56,755 +8,505 +18%
AF
45
Allworth Financial
California
$1.04M 52,277 +576 +1%
IWC
46
Integrated Wealth Concepts
Massachusetts
$1.03M 51,682 -35 -0.1%
EFS
47
Econ Financial Services
Pennsylvania
$1.02M 51,558 -11,750 -19%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$954K 47,969 -14,998 -24%
SCA
49
Snowden Capital Advisors
New York
$933K 46,951 +12,631 +37%
AWA
50
Alta Wealth Advisors
Massachusetts
$827K 41,616 +420 +1%