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First Trust Short Duration Managed Municipal ETF

126 hedge funds and large institutions have $368M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avaii Wealth Management
Wisconsin
$995K
FPWM
52
FSB Premier Wealth Management
Iowa
$983K
Truist Financial
53
Truist Financial
North Carolina
$921K
OAM
54
Occidental Asset Management
California
$914K
JIR
55
James Investment Research
Ohio
$875K
SWP
56
Stratos Wealth Partners
Ohio
$809K
PAG
57
Private Advisor Group
New Jersey
$807K
PFS
58
Prospera Financial Services
Texas
$801K
IWA
59
Inspirion Wealth Advisors
Illinois
$793K
SFS
60
Security Financial Services
Indiana
$778K
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$747K
DADC
62
D.A. Davidson & Co
Montana
$736K
CGH
63
Crossmark Global Holdings
Texas
$715K
CIA
64
Concurrent Investment Advisors
Florida
$674K
TCOO
65
Trust Company of Oklahoma
Oklahoma
$664K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$648K
EIA
67
Eldridge Investment Advisors
New Hampshire
$632K
PCIA
68
Prime Capital Investment Advisors
Kansas
$572K
FVWA
69
Foster Victor Wealth Advisors
South Carolina
$557K
CWP
70
Core Wealth Partners
California
$515K
WIA
71
World Investment Advisors
California
$490K
SWP
72
Summit Wealth Partners
Florida
$470K
MWM
73
Modern Wealth Management
Kansas
$454K
OPOWM
74
One Plus One Wealth Management
Florida
$449K
PWP
75
Principle Wealth Partners
Connecticut
$410K