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First Trust Short Duration Managed Municipal ETF

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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

Top Buyers

1 +$11.2M
2 +$2.1M
3 +$1.68M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.56M
5
AF
Allworth Financial
California
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$858K
CGH
52
Crossmark Global Holdings
Texas
$849K
PFS
53
Prospera Financial Services
Texas
$806K
PAG
54
Private Advisor Group
New Jersey
$794K
SWP
55
Stratos Wealth Partners
Ohio
$783K
OPOWM
56
One Plus One Wealth Management
Florida
$778K
Jane Street
57
Jane Street
New York
$773K
HPC
58
Hobart Private Capital
North Carolina
$737K
DADC
59
D.A. Davidson & Co
Montana
$729K
ACMA
60
Arbor Capital Management (Alaska)
Alaska
$726K
SFS
61
Security Financial Services
Indiana
$720K
IWA
62
Inspirion Wealth Advisors
Illinois
$683K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$680K
TCOO
64
Trust Company of Oklahoma
Oklahoma
$658K
EIA
65
Eldridge Investment Advisors
New Hampshire
$627K
SW
66
Simplicity Wealth
New Jersey
$565K
FVWA
67
Foster Victor Wealth Advisors
South Carolina
$563K
PCIA
68
Prime Capital Investment Advisors
Kansas
$563K
MWM
69
Modern Wealth Management
Kansas
$529K
CWP
70
Core Wealth Partners
California
$510K
AA
71
Armis Advisers
Georgia
$489K
EC
72
Elequin Capital
New York
$476K
WIA
73
World Investment Advisors
California
$469K
SWP
74
Summit Wealth Partners
Florida
$456K
FF
75
Foronjy Financial
California
$404K