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First Trust Short Duration Managed Municipal ETF

111 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, 32 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
32
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWA
51
Inspirion Wealth Advisors
Illinois
$906K 46,755 -10,000 -18%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$802K 41,350 +1,361 +3%
OAM
53
Occidental Asset Management
California
$785K 40,501 +2,919 +8%
CAN
54
Cetera Advisor Networks
California
$739K 38,147 -54,860 -59%
TCOO
55
Trust Company of Oklahoma
Oklahoma
$734K 37,884 +6,300 +20%
OPOWM
56
One Plus One Wealth Management
Florida
$709K 36,580 -506 -1%
PCIA
57
Prime Capital Investment Advisors
Kansas
$701K 36,173 -4,425 -11%
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$695K 35,903 -55 -0.2%
Comerica Bank
59
Comerica Bank
Texas
$694K 35,803 +35,803 New
AWA
60
Alta Wealth Advisors
Massachusetts
$687K 35,457 -4,397 -11%
FAIM
61
Financial Advocates Investment Management
Washington
$664K 34,255 -2,213 -6%
SCA
62
Snowden Capital Advisors
New York
$645K 33,270 -9,127 -22%
MML Investors Services
63
MML Investors Services
Massachusetts
$629K 32,472 +4,491 +16%
RA
64
RFG Advisory
Alabama
$609K 31,399 +2,936 +10%
Wealth Enhancement Advisory Services
65
Wealth Enhancement Advisory Services
Minnesota
$605K 31,221 +31,221 New
SPI
66
Sutton Place Investors
New York
$603K 31,100
DFA
67
DHJJ Financial Advisors
Illinois
$593K 30,581 -4,133 -12%
NW
68
Naviter Wealth
Arkansas
$587K 30,279 -748 -2%
SFS
69
Security Financial Services
Indiana
$576K 29,730 -1,144 -4%
HW
70
Hedeker Wealth
Illinois
$564K 29,082 +29,082 New
ATPW
71
Ashton Thomas Private Wealth
Arizona
$560K 28,864 -5,048 -15%
CAG
72
Csenge Advisory Group
Florida
$485K 25,000
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$478K 24,677 -938 -4%
CWA
74
Continuum Wealth Advisors
New York
$409K 21,119 +394 +2%
EFS
75
Econ Financial Services
Pennsylvania
$396K 20,433 -31,486 -61%