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First Trust Short Duration Managed Municipal ETF

108 hedge funds and large institutions have $297M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
36
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWA
51
Alta Wealth Advisors
Massachusetts
$813K 41,196 -6,556 -14%
PIA
52
Panoramic Investment Advisors
Colorado
$789K 39,964 +39,964 New
SCA
53
Snowden Capital Advisors
New York
$677K 34,320 -34,216 -50%
ACMA
54
Arbor Capital Management (Alaska)
Alaska
$669K 33,899 -1,148 -3%
DFA
55
DHJJ Financial Advisors
Illinois
$661K 33,504 -10,116 -23%
FAIM
56
Financial Advocates Investment Management
Washington
$661K 33,491 -262 -0.8%
ATPW
57
Ashton Thomas Private Wealth
Arizona
$621K 31,472 +7,142 +29%
SPI
58
Sutton Place Investors
New York
$614K 31,100 +31,100 New
SFS
59
Security Financial Services
Indiana
$611K 30,937 +16,468 +114%
SPIA
60
Steward Partners Investment Advisory
New York
$586K 29,685 +1,217 +4%
KPWS
61
Kestra Private Wealth Services
Texas
$561K 28,416 +28,416 New
RA
62
RFG Advisory
Alabama
$463K 23,181 +3,519 +18%
DAS
63
Dynamic Advisor Solutions
Arizona
$452K 22,888 +10,228 +81%
AFP
64
Ausdal Financial Partners
Iowa
$421K 21,337 -74,671 -78%
IWM
65
Iams Wealth Management
Nebraska
$403K 20,400 +20,400 New
CWA
66
Continuum Wealth Advisors
New York
$361K 18,281 +18,281 New
NA
67
NewEdge Advisors
Louisiana
$343K 127,482 +2,895 +2%
OIA
68
OneDigital Investment Advisors
Kansas
$328K 16,618 -715 -4%
CCA
69
Clearwater Capital Advisors
Illinois
$320K 16,200 +16,200 New
OPOWM
70
One Plus One Wealth Management
Florida
$320K 16,194 +16,194 New
LI
71
LVZ Inc
Michigan
$301K 15,235
RJT
72
Raymond James Trust
Florida
$298K 15,100
Citadel Advisors
73
Citadel Advisors
Florida
$285K 14,443 +1,934 +15%
MWP
74
Meridian Wealth Partners
Pennsylvania
$282K 14,274
AAS
75
Ameritas Advisory Services
Nebraska
$267K 13,510