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First Trust Short Duration Managed Municipal ETF

116 hedge funds and large institutions have $340M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$3.06M 154,592 +2,460 +2%
ARG
27
Advisory Resource Group
Oklahoma
$2.18M 110,259 +13,232 +14%
IA
28
IFP Advisors
Florida
$2.1M 106,317 +3,615 +4%
SI
29
Stephens Inc
Arkansas
$1.95M 98,754
VBFG
30
Vishria Bird Financial Group
Tennessee
$1.8M 91,087
PSCM
31
Per Stirling Capital Management
Texas
$1.77M 89,508 +55,195 +161%
SA
32
Sanctuary Advisors
Indiana
$1.76M 89,336 +89,336 New
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.74M 87,911 -19,936 -18%
IIL
34
Insight Inv LLC
California
$1.72M 86,905 -2,825 -3%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$1.71M 86,355 -1,934 -2%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.58M 79,994 -37,742 -32%
MA
37
Mutual Advisors
Nebraska
$1.53M 76,836 -10,306 -12%
EIA
38
Eldridge Investment Advisors
New Hampshire
$1.42M 71,587 -16,328 -19%
HPC
39
Hobart Private Capital
North Carolina
$1.4M 71,024 +35,596 +100%
RJA
40
Raymond James & Associates
Florida
$1.27M 63,996 +2,560 +4%
FAIM
41
Financial Advocates Investment Management
Washington
$1.21M 61,076 -3,220 -5%
FPWM
42
FSB Premier Wealth Management
Iowa
$1.19M 60,434 -1,655 -3%
DADC
43
D.A. Davidson & Co
Montana
$1.18M 59,826 +1,670 +3%
PAG
44
Private Advisor Group
New Jersey
$1.16M 58,923 -4,623 -7%
FF
45
Francis Financial
$1.1M 55,394 +12,062 +28%
NW
46
Naviter Wealth
Arkansas
$1.08M 54,778 +6,143 +13%
IWC
47
Integrated Wealth Concepts
Massachusetts
$1.07M 53,908 -19,453 -27%
MWM
48
Modern Wealth Management
Kansas
$1.06M 53,444 -6,860 -11%
Mariner
49
Mariner
Kansas
$998K 50,460 -78,082 -61%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$960K 48,540 +376 +0.8%