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First Trust Short Duration Managed Municipal ETF

139 hedge funds and large institutions have $462M invested in First Trust Short Duration Managed Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
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
Osaic Holdings
Osaic Holdings
Arizona
-$1.91M
5
SG
StoneX Group
New York
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
51
Steward Partners Investment Advisory
New York
$1.24M
PVI
52
Pine Valley Investments
New Jersey
$1.2M
AWM
53
Avaii Wealth Management
Wisconsin
$1.1M
SFS
54
Security Financial Services
Indiana
$1.09M
CWM
55
Castle Wealth Management
Florida
$1.04M
SF
56
Summit Financial
New Jersey
$1.01M
SWP
57
Stratos Wealth Partners
Ohio
$1M
FPWM
58
FSB Premier Wealth Management
Iowa
$998K
PFS
59
Prospera Financial Services
Texas
$959K
Truist Financial
60
Truist Financial
North Carolina
$923K
PAG
61
Private Advisor Group
New Jersey
$902K
OAM
62
Occidental Asset Management
California
$880K
JIR
63
James Investment Research
Ohio
$856K
WA
64
Waddell & Associates
Tennessee
$792K
CIA
65
Concurrent Investment Advisors
Florida
$789K
DADC
66
D.A. Davidson & Co
Montana
$783K
SWTS
67
Stonehaven Wealth & Tax Solutions
Wisconsin
$704K
KPWS
68
Kestra Private Wealth Services
Texas
$674K
TCOO
69
Trust Company of Oklahoma
Oklahoma
$666K
NFG
70
Norris Financial Group
South Carolina
$646K
KFAS
71
Keating Financial Advisory Services
Kansas
$638K
DWP
72
Daymark Wealth Partners
Ohio
$629K
PWP
73
Principle Wealth Partners
Connecticut
$629K
EIA
74
Eldridge Investment Advisors
New Hampshire
$629K
CFG
75
Capital Financial Group
Colorado
$617K