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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $416M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
HPC
51
Hobart Private Capital
North Carolina
$1.14M
AWM
52
Avaii Wealth Management
Wisconsin
$1.11M
PVI
53
Pine Valley Investments
New Jersey
$1.1M
SFS
54
Security Financial Services
Indiana
$1.1M
EC
55
Elequin Capital
New York
$1.04M
SF
56
Summit Financial
New Jersey
$1.03M
Truist Financial
57
Truist Financial
North Carolina
$1.02M
FPWM
58
FSB Premier Wealth Management
Iowa
$979K
OAM
59
Occidental Asset Management
California
$923K
PAG
60
Private Advisor Group
New Jersey
$879K
JIR
61
James Investment Research
Ohio
$874K
PFS
62
Prospera Financial Services
Texas
$854K
SWP
63
Stratos Wealth Partners
Ohio
$841K
DADC
64
D.A. Davidson & Co
Montana
$818K
Jane Street
65
Jane Street
New York
$813K
ACMA
66
Arbor Capital Management (Alaska)
Alaska
$798K
CIA
67
Concurrent Investment Advisors
Florida
$792K
IWA
68
Inspirion Wealth Advisors
Illinois
$788K
TCOO
69
Trust Company of Oklahoma
Oklahoma
$662K
FTUS
70
Flow Traders U.S.
New York
$647K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$647K
SPC
72
Sigma Planning Corp
Michigan
$632K
EIA
73
Eldridge Investment Advisors
New Hampshire
$631K
CFG
74
Capital Financial Group
Colorado
$609K
KFAS
75
Keating Financial Advisory Services
Kansas
$564K