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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $454M invested in First Trust Short Duration Managed Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 39 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
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$17M
2 +$14.8M
3 +$6.79M
4
Goldman Sachs
Goldman Sachs
New York
+$3.98M
5
FF
Francis Financial
+$3.95M

Top Sellers

1 -$28.1M
2 -$4.04M
3 -$3.15M
4
NA
NewEdge Advisors
Louisiana
-$2.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.24M
AWM
52
Avaii Wealth Management
Wisconsin
$1.1M
SFS
53
Security Financial Services
Indiana
$1.09M
CWM
54
Castle Wealth Management
Florida
$1.04M
SF
55
Summit Financial
New Jersey
$1.01M
SWP
56
Stratos Wealth Partners
Ohio
$1M
FPWM
57
FSB Premier Wealth Management
Iowa
$998K
PFS
58
Prospera Financial Services
Texas
$959K
Truist Financial
59
Truist Financial
North Carolina
$923K
PAG
60
Private Advisor Group
New Jersey
$902K
OAM
61
Occidental Asset Management
California
$880K
JIR
62
James Investment Research
Ohio
$856K
WA
63
Waddell & Associates
Tennessee
$792K
CIA
64
Concurrent Investment Advisors
Florida
$789K
DADC
65
D.A. Davidson & Co
Montana
$783K
SWTS
66
Stonehaven Wealth & Tax Solutions
Wisconsin
$704K
KPWS
67
Kestra Private Wealth Services
Texas
$674K
TCOO
68
Trust Company of Oklahoma
Oklahoma
$666K
NFG
69
Norris Financial Group
South Carolina
$646K
KFAS
70
Keating Financial Advisory Services
Kansas
$638K
DWP
71
Daymark Wealth Partners
Ohio
$629K
PWP
72
Principle Wealth Partners
Connecticut
$629K
EIA
73
Eldridge Investment Advisors
New Hampshire
$629K
CFG
74
Capital Financial Group
Colorado
$617K
IWA
75
Inspirion Wealth Advisors
Illinois
$610K