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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $377M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.2M
2 +$2.1M
3 +$1.99M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M
5
AF
Allworth Financial
California
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
JIR
51
James Investment Research
Ohio
$868K
CIA
52
Concurrent Investment Advisors
Florida
$858K
CGH
53
Crossmark Global Holdings
Texas
$849K
PFS
54
Prospera Financial Services
Texas
$806K
PAG
55
Private Advisor Group
New Jersey
$794K
SWP
56
Stratos Wealth Partners
Ohio
$783K
OPOWM
57
One Plus One Wealth Management
Florida
$778K
Jane Street
58
Jane Street
New York
$773K
HPC
59
Hobart Private Capital
North Carolina
$737K
DADC
60
D.A. Davidson & Co
Montana
$729K
ACMA
61
Arbor Capital Management (Alaska)
Alaska
$726K
SFS
62
Security Financial Services
Indiana
$720K
IWA
63
Inspirion Wealth Advisors
Illinois
$683K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$680K
TCOO
65
Trust Company of Oklahoma
Oklahoma
$658K
EIA
66
Eldridge Investment Advisors
New Hampshire
$627K
SW
67
Simplicity Wealth
New Jersey
$565K
FVWA
68
Foster Victor Wealth Advisors
South Carolina
$563K
PCIA
69
Prime Capital Investment Advisors
Kansas
$563K
MWM
70
Modern Wealth Management
Kansas
$529K
CWP
71
Core Wealth Partners
California
$510K
AA
72
Armis Advisers
Georgia
$489K
EC
73
Elequin Capital
New York
$476K
WIA
74
World Investment Advisors
California
$469K
SWP
75
Summit Wealth Partners
Florida
$456K