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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
49
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$2.98M -$1.18M -59,439 -28%
FF
27
Francis Financial
$2.7M +$894K +44,975 +50%
OPS
28
Orion Portfolio Solutions
Nebraska
$2.64M -$361K -18,180 -12%
BCI
29
Brinker Capital Investments
Pennsylvania
$2.64M -$361K -18,180 -12%
ARG
30
Advisory Resource Group
Oklahoma
$2.38M +$136K +6,860 +6%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$2.35M +$404K +20,322 +21%
SFS
32
Sowell Financial Services
Arkansas
$2.32M +$8.11K +408 +0.4%
SI
33
Stephens Inc
Arkansas
$2.31M
IA
34
IFP Advisors
Florida
$1.91M -$150K -7,555 -7%
IIL
35
Insight Inv LLC
California
$1.84M -$21.3K -1,070 -1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.8M -$217K -10,900 -11%
VBFG
37
Vishria Bird Financial Group
Tennessee
$1.79M -$11K -554 -0.6%
Comerica Bank
38
Comerica Bank
Texas
$1.69M +$151K +7,621 +10%
Truist Financial
39
Truist Financial
North Carolina
$1.67M +$387K +19,473 +30%
MA
40
Mutual Advisors
Nebraska
$1.46M -$44.5K -2,260 -3%
HPC
41
Hobart Private Capital
North Carolina
$1.33M -$90.6K -4,561 -6%
Jane Street
42
Jane Street
New York
$1.25M +$842K +42,363 +205%
SG
43
StoneX Group
New York
$1.24M +$406K +20,444 +49%
FAIM
44
Financial Advocates Investment Management
Washington
$1.19M -$4.47K -225 -0.4%
GPW
45
Genesis Private Wealth
Virginia
$1.12M +$56K +2,817 +5%
HW
46
Hedeker Wealth
Illinois
$1.09M +$27.9K +1,404 +3%
FPWM
47
FSB Premier Wealth Management
Iowa
$1.08M -$5.5K -277 -0.5%
DAS
48
Dynamic Advisor Solutions
Arizona
$950K +$635K +31,935 +201%
OAM
49
Occidental Asset Management
California
$925K +$127K +6,400 +16%
JIR
50
James Investment Research
Ohio
$866K +$866K +43,586 New