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First Trust Short Duration Managed Municipal ETF

117 hedge funds and large institutions have $331M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
47
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FF
51
Francis Financial
$859K +$63.8K +3,219 +8%
SCA
52
Snowden Capital Advisors
New York
$807K +$115K +5,778 +17%
OAM
53
Occidental Asset Management
California
$798K -$32.3K -1,629 -4%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$751K
OPOWM
55
One Plus One Wealth Management
Florida
$726K
PCIA
56
Prime Capital Investment Advisors
Kansas
$717K
HPC
57
Hobart Private Capital
North Carolina
$703K +$114K +5,737 +19%
RA
58
RFG Advisory
Alabama
$697K +$4.27K +215 +0.6%
PSCM
59
Per Stirling Capital Management
Texas
$681K -$561K -28,278 -45%
ACMA
60
Arbor Capital Management (Alaska)
Alaska
$678K +$1.37K +69 +0.2%
SL
61
SWMG LLC
Texas
$663K -$398K -20,070 -38%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$652K +$13.4K +675 +2%
EH
63
Equitable Holdings
New York
$618K +$283K +14,258 +84%
SPI
64
Sutton Place Investors
New York
$617K
SFS
65
Security Financial Services
Indiana
$617K +$20.5K +1,036 +3%
WCFA
66
Walkner Condon Financial Advisors
Wisconsin
$594K +$150K +7,566 +34%
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$591K -$171K -8,607 -22%
PWP
68
Principle Wealth Partners
Connecticut
$580K -$175K -8,844 -23%
HW
69
Hedeker Wealth
Illinois
$558K -$25.3K -1,276 -4%
FVWA
70
Foster Victor Wealth Advisors
South Carolina
$515K +$515K +26,043 New
PVI
71
Pine Valley Investments
New Jersey
$456K +$456K +23,008 New
Comerica Bank
72
Comerica Bank
Texas
$449K -$3.79K -191 -0.8%
CWP
73
Core Wealth Partners
California
$443K +$443K +22,335 New
ATPW
74
Ashton Thomas Private Wealth
Arizona
$418K
CWA
75
Continuum Wealth Advisors
New York
$407K -$26.1K -1,317 -6%