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First Trust Short Duration Managed Municipal ETF

105 hedge funds and large institutions have $312M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KPWS
51
Kestra Private Wealth Services
Texas
$722K 36,319 +7,903 +28%
ACMA
52
Arbor Capital Management (Alaska)
Alaska
$689K 34,557 +658 +2%
ATPW
53
Ashton Thomas Private Wealth
Arizona
$674K 33,912 +2,440 +8%
DFA
54
DHJJ Financial Advisors
Illinois
$670K 33,679 +175 +0.5%
SPC
55
Sigma Planning Corp
Michigan
$631K 31,716 -13,086 -29%
TCOO
56
Trust Company of Oklahoma
Oklahoma
$628K 31,584 -12,624 -29%
SPI
57
Sutton Place Investors
New York
$618K 31,100
SFS
58
Security Financial Services
Indiana
$615K 30,957 +20 +0.1%
FAIM
59
Financial Advocates Investment Management
Washington
$592K 29,801 -3,690 -11%
RA
60
RFG Advisory
Alabama
$383K 19,281 -3,900 -17%
OPOWM
61
One Plus One Wealth Management
Florida
$380K 19,095 +2,901 +18%
OAM
62
Occidental Asset Management
California
$380K 19,092 +19,092 New
OIA
63
OneDigital Investment Advisors
Kansas
$347K 17,458 +840 +5%
CWA
64
Continuum Wealth Advisors
New York
$337K 16,941 -1,340 -7%
CCA
65
Clearwater Capital Advisors
Illinois
$322K 16,200
HI
66
Harbour Investments
Wisconsin
$314K 15,775 +6,336 +67%
RJT
67
Raymond James Trust
Florida
$300K 15,100
MWP
68
Meridian Wealth Partners
Pennsylvania
$284K 14,274
AWM
69
AE Wealth Management
Kansas
$282K 14,187 +1,319 +10%
WCFA
70
Walkner Condon Financial Advisors
Wisconsin
$280K 14,099 -27,711 -66%
PVI
71
Pine Valley Investments
New Jersey
$277K 13,983 +13,983 New
AAS
72
Ameritas Advisory Services
Nebraska
$268K 13,510
FHC
73
First Heartland Consultants
Missouri
$263K 13,250 +13,250 New
SFS
74
Sowell Financial Services
Arkansas
$257K 12,920 +12,920 New
DAS
75
Dynamic Advisor Solutions
Arizona
$254K 12,796 -10,092 -44%