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First Trust Short Duration Managed Municipal ETF

129 hedge funds and large institutions have $370M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 130129 (-1)

0.86% less ownership

Funds ownership: 82.02%81.16% (-0.86%)

2% less capital invested

Capital invested by funds: $379M → $370M (-$9.09M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
55
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
51
Elequin Capital
New York
$1.06M +$574K +28,655 +120%
AWM
52
Avaii Wealth Management
Wisconsin
$995K -$24K -1,199 -2%
FPWM
53
FSB Premier Wealth Management
Iowa
$983K -$23.3K -1,162 -2%
Truist Financial
54
Truist Financial
North Carolina
$921K -$598K -29,891 -39%
OAM
55
Occidental Asset Management
California
$914K
JIR
56
James Investment Research
Ohio
$875K
SWP
57
Stratos Wealth Partners
Ohio
$809K +$19K +948 +2%
PAG
58
Private Advisor Group
New Jersey
$807K +$6.03K +301 +0.8%
PFS
59
Prospera Financial Services
Texas
$801K -$11.8K -588 -1%
IWA
60
Inspirion Wealth Advisors
Illinois
$793K +$107K +5,335 +16%
SFS
61
Security Financial Services
Indiana
$778K +$51.3K +2,564 +7%
ACMA
62
Arbor Capital Management (Alaska)
Alaska
$747K +$14.9K +746 +2%
DADC
63
D.A. Davidson & Co
Montana
$736K
CGH
64
Crossmark Global Holdings
Texas
$715K -$141K -7,035 -16%
CIA
65
Concurrent Investment Advisors
Florida
$674K -$190K -9,500 -22%
TCOO
66
Trust Company of Oklahoma
Oklahoma
$664K
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$648K -$37.1K -1,856 -5%
EIA
68
Eldridge Investment Advisors
New Hampshire
$632K
PCIA
69
Prime Capital Investment Advisors
Kansas
$572K +$3.98K +199 +0.7%
FVWA
70
Foster Victor Wealth Advisors
South Carolina
$557K -$10.5K -526 -2%
NFG
71
Norris Financial Group
South Carolina
$521K
CWP
72
Core Wealth Partners
California
$515K
WIA
73
World Investment Advisors
California
$490K +$17.6K +879 +4%
SWP
74
Summit Wealth Partners
Florida
$470K +$10.2K +510 +2%
MWM
75
Modern Wealth Management
Kansas
$454K -$79K -3,946 -15%