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First Trust Short Duration Managed Municipal ETF

137 hedge funds and large institutions have $453M invested in First Trust Short Duration Managed Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$17M
2 +$14.8M
3 +$6.79M
4
Goldman Sachs
Goldman Sachs
New York
+$3.98M
5
FF
Francis Financial
+$3.95M

Top Sellers

1 -$28.1M
2 -$4.04M
3 -$3.15M
4
NA
NewEdge Advisors
Louisiana
-$2.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.24M
AWM
52
Avaii Wealth Management
Wisconsin
$1.1M
CWM
53
Castle Wealth Management
Florida
$1.04M
SF
54
Summit Financial
New Jersey
$1.01M
SWP
55
Stratos Wealth Partners
Ohio
$1M
FPWM
56
FSB Premier Wealth Management
Iowa
$998K
PFS
57
Prospera Financial Services
Texas
$959K
Truist Financial
58
Truist Financial
North Carolina
$923K
PAG
59
Private Advisor Group
New Jersey
$902K
OAM
60
Occidental Asset Management
California
$880K
JIR
61
James Investment Research
Ohio
$856K
WA
62
Waddell & Associates
Tennessee
$792K
CIA
63
Concurrent Investment Advisors
Florida
$789K
DADC
64
D.A. Davidson & Co
Montana
$783K
SWTS
65
Stonehaven Wealth & Tax Solutions
Wisconsin
$704K
KPWS
66
Kestra Private Wealth Services
Texas
$674K
TCOO
67
Trust Company of Oklahoma
Oklahoma
$666K
NFGL
68
Norris Financial Group, LLC
South Carolina
$646K
KFAS
69
Keating Financial Advisory Services
Kansas
$638K
DWP
70
Daymark Wealth Partners
Ohio
$629K
PWP
71
Principle Wealth Partners
Connecticut
$629K
EIA
72
Eldridge Investment Advisors
New Hampshire
$629K
CFG
73
Capital Financial Group
Colorado
$617K
IWA
74
Inspirion Wealth Advisors
Illinois
$610K
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$609K