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First Trust Short Duration Managed Municipal ETF

112 hedge funds and large institutions have $302M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 109112 (+3)

1.34% more ownership

Funds ownership: 75.13%76.47% (+1.3%)

6% less capital invested

Capital invested by funds: $322M → $302M (-$19.4M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
33
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
51
Inspirion Wealth Advisors
Illinois
$906K -$197K -10,000 -18%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$802K +$26.8K +1,361 +3%
OAM
53
Occidental Asset Management
California
$785K +$57.4K +2,919 +8%
CAN
54
Cetera Advisor Networks
California
$739K -$1.08M -54,860 -59%
TCOO
55
Trust Company of Oklahoma
Oklahoma
$734K +$124K +6,300 +20%
OPOWM
56
One Plus One Wealth Management
Florida
$709K -$9.95K -506 -1%
PCIA
57
Prime Capital Investment Advisors
Kansas
$701K -$87K -4,425 -11%
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$695K -$1.08K -55 -0.2%
Comerica Bank
59
Comerica Bank
Texas
$694K +$704K +35,803 New
AWA
60
Alta Wealth Advisors
Massachusetts
$687K -$86.4K -4,397 -11%
FAIM
61
Financial Advocates Investment Management
Washington
$664K -$43.5K -2,213 -6%
SCA
62
Snowden Capital Advisors
New York
$645K -$179K -9,127 -22%
MML Investors Services
63
MML Investors Services
Massachusetts
$629K +$88.3K +4,491 +16%
IFG
64
Independent Financial Group
California
$612K +$11.5K +586 +2%
RA
65
RFG Advisory
Alabama
$609K +$57.7K +2,936 +10%
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$605K +$614K +31,221 New
SPI
67
Sutton Place Investors
New York
$603K
DFA
68
DHJJ Financial Advisors
Illinois
$593K -$81.2K -4,133 -12%
NW
69
Naviter Wealth
Arkansas
$587K -$14.7K -748 -2%
SFS
70
Security Financial Services
Indiana
$576K -$22.5K -1,144 -4%
HW
71
Hedeker Wealth
Illinois
$564K +$572K +29,082 New
ATPW
72
Ashton Thomas Private Wealth
Arizona
$560K -$99.2K -5,048 -15%
CAG
73
Csenge Advisory Group
Florida
$485K
WCFA
74
Walkner Condon Financial Advisors
Wisconsin
$478K -$18.4K -938 -4%
CWA
75
Continuum Wealth Advisors
New York
$409K +$7.75K +394 +2%