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First Trust Short Duration Managed Municipal ETF

123 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
OAM
51
Occidental Asset Management
California
$914K
JIR
52
James Investment Research
Ohio
$875K
SWP
53
Stratos Wealth Partners
Ohio
$809K
PAG
54
Private Advisor Group
New Jersey
$807K
PFS
55
Prospera Financial Services
Texas
$801K
IWA
56
Inspirion Wealth Advisors
Illinois
$793K
SFS
57
Security Financial Services
Indiana
$778K
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$747K
DADC
59
D.A. Davidson & Co
Montana
$736K
CGH
60
Crossmark Global Holdings
Texas
$715K
CIA
61
Concurrent Investment Advisors
Florida
$674K
TCOO
62
Trust Company of Oklahoma
Oklahoma
$664K
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$648K
EIA
64
Eldridge Investment Advisors
New Hampshire
$632K
PCIA
65
Prime Capital Investment Advisors
Kansas
$572K
FVWA
66
Foster Victor Wealth Advisors
South Carolina
$557K
CWP
67
Core Wealth Partners
California
$515K
WIA
68
World Investment Advisors
California
$490K
SWP
69
Summit Wealth Partners
Florida
$470K
MWM
70
Modern Wealth Management
Kansas
$454K
OPOWM
71
One Plus One Wealth Management
Florida
$449K
PWP
72
Principle Wealth Partners
Connecticut
$410K
CIAS
73
Capital Investment Advisory Services
North Carolina
$384K
FF
74
Foronjy Financial
California
$376K
CWM
75
Castle Wealth Management
Florida
$366K