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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $369M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 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
Name Holding Trade Value Shares
Change
Change in
Stake
EC
51
Elequin Capital
New York
$1.06M
AWM
52
Avaii Wealth Management
Wisconsin
$995K
FPWM
53
FSB Premier Wealth Management
Iowa
$983K
Truist Financial
54
Truist Financial
North Carolina
$921K
OAM
55
Occidental Asset Management
California
$914K
JIR
56
James Investment Research
Ohio
$875K
SWP
57
Stratos Wealth Partners
Ohio
$809K
PAG
58
Private Advisor Group
New Jersey
$807K
PFS
59
Prospera Financial Services
Texas
$801K
IWA
60
Inspirion Wealth Advisors
Illinois
$793K
SFS
61
Security Financial Services
Indiana
$778K
ACMA
62
Arbor Capital Management (Alaska)
Alaska
$747K
DADC
63
D.A. Davidson & Co
Montana
$736K
CGH
64
Crossmark Global Holdings
Texas
$715K
CIA
65
Concurrent Investment Advisors
Florida
$674K
TCOO
66
Trust Company of Oklahoma
Oklahoma
$664K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$648K
EIA
68
Eldridge Investment Advisors
New Hampshire
$632K
PCIA
69
Prime Capital Investment Advisors
Kansas
$572K
FVWA
70
Foster Victor Wealth Advisors
South Carolina
$557K
CWP
71
Core Wealth Partners
California
$515K
WIA
72
World Investment Advisors
California
$490K
SWP
73
Summit Wealth Partners
Florida
$470K
MWM
74
Modern Wealth Management
Kansas
$454K
OPOWM
75
One Plus One Wealth Management
Florida
$449K