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First Trust Short Duration Managed Municipal ETF

118 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $332M → $341M (+$9.23M)

0.56% more ownership

Funds ownership: 80.35%80.91% (+0.56%)

0% more funds holding

Funds holding: 118118 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

Holders
118
Holders Change
Holders Change %
0%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
40
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$3.06M +$48.6K +2,460 +2%
ARG
27
Advisory Resource Group
Oklahoma
$2.18M +$262K +13,232 +14%
IA
28
IFP Advisors
Florida
$2.1M +$71.5K +3,615 +4%
SI
29
Stephens Inc
Arkansas
$1.95M
VBFG
30
Vishria Bird Financial Group
Tennessee
$1.8M
PSCM
31
Per Stirling Capital Management
Texas
$1.77M +$1.09M +55,195 +161%
SA
32
Sanctuary Advisors
Indiana
$1.76M +$1.77M +89,336 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.74M -$394K -19,936 -18%
IIL
34
Insight Inv LLC
California
$1.72M -$55.9K -2,825 -3%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$1.71M -$38.2K -1,934 -2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.58M -$746K -37,742 -32%
MA
37
Mutual Advisors
Nebraska
$1.53M -$204K -10,306 -12%
EIA
38
Eldridge Investment Advisors
New Hampshire
$1.42M -$323K -16,328 -19%
HPC
39
Hobart Private Capital
North Carolina
$1.4M +$704K +35,596 +100%
RJA
40
Raymond James & Associates
Florida
$1.27M +$50.6K +2,560 +4%
FAIM
41
Financial Advocates Investment Management
Washington
$1.21M -$63.7K -3,220 -5%
FPWM
42
FSB Premier Wealth Management
Iowa
$1.19M -$32.7K -1,655 -3%
DADC
43
D.A. Davidson & Co
Montana
$1.18M +$33K +1,670 +3%
PAG
44
Private Advisor Group
New Jersey
$1.16M -$91.4K -4,623 -7%
FF
45
Francis Financial
$1.1M +$238K +12,062 +28%
NW
46
Naviter Wealth
Arkansas
$1.08M +$121K +6,143 +13%
IWC
47
Integrated Wealth Concepts
Massachusetts
$1.07M -$385K -19,453 -27%
MWM
48
Modern Wealth Management
Kansas
$1.06M -$136K -6,860 -11%
Mariner
49
Mariner
Kansas
$998K -$1.54M -78,082 -61%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$960K +$7.43K +376 +0.8%