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First Trust Short Duration Managed Municipal ETF

111 hedge funds and large institutions have $302M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
32
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IA
26
IFP Advisors
Florida
$2.27M 116,951 -12,302 -10%
HCA
27
Heck Capital Advisors
Wisconsin
$2.25M 116,026 -869 -0.7%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.05M 105,841 +105,841 New
SI
29
Stephens Inc
Arkansas
$1.91M 98,754 -8,984 -8%
ARG
30
Advisory Resource Group
Oklahoma
$1.9M 97,850 -6,968 -7%
PWP
31
Principle Wealth Partners
Connecticut
$1.89M 97,542 -4,367 -4%
VBFG
32
Vishria Bird Financial Group
Tennessee
$1.77M 91,388
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$1.73M 89,258 +89,258 New
IIL
34
Insight Inv LLC
California
$1.71M 88,230 -600 -0.7%
PSCM
35
Per Stirling Capital Management
Texas
$1.67M 86,219 +396 +0.5%
AI
36
Atria Investments
North Carolina
$1.46M 75,517 +75,517 New
MA
37
Mutual Advisors
Nebraska
$1.45M 74,887 -10,157 -12%
SL
38
SWMG LLC
Texas
$1.43M 73,586 -6,690 -8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.38M 71,028 +3,746 +6%
FPWM
40
FSB Premier Wealth Management
Iowa
$1.34M 69,138 +1,273 +2%
LWA
41
LWS Wealth Advisors
New Jersey
$1.33M 68,816 -5,526 -7%
PAG
42
Private Advisor Group
New Jersey
$1.29M 66,331 -241 -0.4%
RJA
43
Raymond James & Associates
Florida
$1.27M 65,568 -27,151 -29%
DADC
44
D.A. Davidson & Co
Montana
$1.26M 65,176 -100 -0.2%
SPIA
45
Steward Partners Investment Advisory
New York
$1.25M 64,479 +3,395 +6%
EIA
46
Eldridge Investment Advisors
New Hampshire
$1.24M 64,021 +1,300 +2%
KPWS
47
Kestra Private Wealth Services
Texas
$1.12M 57,578 +18,522 +47%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.04M 53,639 +1,957 +4%
AF
49
Allworth Financial
California
$1.01M 51,996 -13,270 -20%
Wells Fargo
50
Wells Fargo
California
$949K 48,939 -2,548 -5%