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First Trust Short Duration Managed Municipal ETF

119 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

1% more funds holding

Funds holding: 118119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.91% less ownership

Funds ownership: 80.91%79% (-1.9%)

7% less capital invested

Capital invested by funds: $341M → $318M (-$22.2M)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
46
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$815K +$295K +14,783 +57%
IWA
52
Inspirion Wealth Advisors
Illinois
$793K -$142K -7,125 -15%
OAM
53
Occidental Asset Management
California
$776K +$15K +750 +2%
TCOO
54
Trust Company of Oklahoma
Oklahoma
$758K
PCIA
55
Prime Capital Investment Advisors
Kansas
$724K
OPOWM
56
One Plus One Wealth Management
Florida
$692K -$30.7K -1,537 -4%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$691K -$6.48K -325 -0.9%
ACMA
58
Arbor Capital Management (Alaska)
Alaska
$691K +$758 +38 +0.1%
RA
59
RFG Advisory
Alabama
$664K -$25.9K -1,298 -4%
PFS
60
Prospera Financial Services
Texas
$644K +$642K +32,184 New
SFS
61
Security Financial Services
Indiana
$639K +$15.6K +783 +3%
SCA
62
Snowden Capital Advisors
New York
$564K -$31.5K -1,581 -5%
PAG
63
Private Advisor Group
New Jersey
$552K -$625K -31,351 -53%
EH
64
Equitable Holdings
New York
$549K -$140K -7,024 -20%
FVWA
65
Foster Victor Wealth Advisors
South Carolina
$522K +$1.06K +53 +0.2%
Truist Financial
66
Truist Financial
North Carolina
$467K +$249K +12,464 +115%
WCFA
67
Walkner Condon Financial Advisors
Wisconsin
$425K -$77.9K -3,907 -16%
GA
68
GSG Advisors
New Jersey
$412K +$2.99K +150 +0.7%
AWM
69
Avaii Wealth Management
Wisconsin
$403K +$155K +7,780 +63%
SOS
70
Silver Oak Securities
Tennessee
$390K +$388K +19,455 New
LCM
71
Lunt Capital Management
Utah
$389K
Mariner
72
Mariner
Kansas
$385K -$623K -31,215 -62%
PWP
73
Principle Wealth Partners
Connecticut
$364K +$559 +28 +0.2%
SWP
74
Summit Wealth Partners
Florida
$347K
JSW
75
Journey Strategic Wealth
New Jersey
$333K +$7.38K +370 +2%