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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
49
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CIA
51
Concurrent Investment Advisors
Florida
$856K 43,090 -378 -0.9%
CGH
52
Crossmark Global Holdings
Texas
$848K 42,684 +42,684 New
EH
53
Equitable Holdings
New York
$846K 42,576 +11,201 +36%
RA
54
RFG Advisory
Alabama
$832K 41,876 +8,788 +27%
AWM
55
Avaii Wealth Management
Wisconsin
$829K 41,735 +5,635 +16%
PFS
56
Prospera Financial Services
Texas
$788K 39,662 +4,446 +13%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$752K 37,826 +154 +0.4%
CWP
58
Core Wealth Partners
California
$736K 37,045 -26,182 -41%
ACMA
59
Arbor Capital Management (Alaska)
Alaska
$732K 36,789 +1,362 +4%
DADC
60
D.A. Davidson & Co
Montana
$728K 36,637 -6,695 -15%
IWA
61
Inspirion Wealth Advisors
Illinois
$705K 35,495 -333 -0.9%
OPOWM
62
One Plus One Wealth Management
Florida
$677K 34,085 +109 +0.3%
TCOO
63
Trust Company of Oklahoma
Oklahoma
$657K 33,043 -4,841 -13%
SFS
64
Security Financial Services
Indiana
$645K 32,472 +4,141 +15%
EIA
65
Eldridge Investment Advisors
New Hampshire
$626K 31,491 -19,616 -38%
MWM
66
Modern Wealth Management
Kansas
$625K 31,468 -2,816 -8%
PAG
67
Private Advisor Group
New Jersey
$596K 30,002 -2,638 -8%
FVWA
68
Foster Victor Wealth Advisors
South Carolina
$554K 28,092 +222 +0.8%
PCIA
69
Prime Capital Investment Advisors
Kansas
$550K 27,673 +2,660 +11%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$545K 27,415 -18,496 -40%
AA
71
Armis Advisers
Georgia
$488K 24,550 -2,193 -8%
WIA
72
World Investment Advisors
California
$470K 23,664 -342 -1%
SWP
73
Summit Wealth Partners
Florida
$455K 22,884 +57 +0.2%
GA
74
GSG Advisors
New Jersey
$393K 20,081 -646 -3%
TWM
75
TCFG Wealth Management
California
$357K 17,967 -498 -3%