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First Trust Short Duration Managed Municipal ETF

118 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $332M → $341M (+$9.23M)

0.56% more ownership

Funds ownership: 80.35%80.91% (+0.56%)

0% more funds holding

Funds holding: 118118 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

Holders
118
Holders Change
Holders Change %
0%
% 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
11
Increased
40
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
51
Kestra Private Wealth Services
Texas
$950K -$2.89K -146 -0.3%
IWA
52
Inspirion Wealth Advisors
Illinois
$924K
PVI
53
Pine Valley Investments
New Jersey
$857K +$402K +20,356 +88%
OAM
54
Occidental Asset Management
California
$752K -$43.1K -2,182 -5%
TCOO
55
Trust Company of Oklahoma
Oklahoma
$749K
PCIA
56
Prime Capital Investment Advisors
Kansas
$715K
OPOWM
57
One Plus One Wealth Management
Florida
$714K -$9.23K -467 -1%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$689K +$39.4K +1,993 +6%
RA
59
RFG Advisory
Alabama
$682K -$12.8K -645 -2%
EH
60
Equitable Holdings
New York
$681K +$64.9K +3,281 +11%
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$679K +$3.42K +173 +0.5%
SPIA
62
Steward Partners Investment Advisory
New York
$664K -$209K -10,555 -24%
SFS
63
Security Financial Services
Indiana
$616K +$1.23K +62 +0.2%
SCA
64
Snowden Capital Advisors
New York
$589K -$215K -10,898 -27%
FVWA
65
Foster Victor Wealth Advisors
South Carolina
$517K -$376 -19 -0.1%
CIA
66
Concurrent Investment Advisors
Florida
$513K +$196K +9,889 +62%
CWA
67
Continuum Wealth Advisors
New York
$507K +$102K +5,138 +25%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$497K -$95K -4,807 -16%
CWP
69
Core Wealth Partners
California
$479K +$37.2K +1,880 +8%
ATPW
70
Ashton Thomas Private Wealth
Arizona
$417K
Comerica Bank
71
Comerica Bank
Texas
$410K -$37.2K -1,882 -8%
GA
72
GSG Advisors
New Jersey
$403K +$2.91K +147 +0.7%
LCM
73
Lunt Capital Management
Utah
$385K
SW
74
Simplicity Wealth
New Jersey
$360K
PWP
75
Principle Wealth Partners
Connecticut
$359K -$220K -11,106 -38%