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First Trust Short Duration Managed Municipal ETF

123 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
UWP
76
Uniting Wealth Partners
Kansas
$354K
AWM
77
AE Wealth Management
Kansas
$340K
Goldman Sachs
78
Goldman Sachs
New York
$336K
KWS
79
Keystone Wealth Services
California
$331K
SCA
80
Snowden Capital Advisors
New York
$307K
ATPW
81
Ashton Thomas Private Wealth
Arizona
$307K
CCA
82
Clearwater Capital Advisors
Illinois
$301K
RWA
83
Rooted Wealth Advisors
Illinois
$295K
KPWS
84
Kestra Private Wealth Services
Texas
$290K
HW
85
Hedeker Wealth
Illinois
$266K
NG
86
Novem Group
New York
$261K
GSWM
87
Golden State Wealth Management
California
$252K
CCM
88
Chilton Capital Management
Texas
$250K
CAC
89
Certified Advisory Corp
Florida
$249K
IWA
90
Integrity Wealth Advisors
California
$248K
NGA
91
Naples Global Advisors
Florida
$241K
HH
92
Hilltop Holdings
Texas
$227K
CAL
93
Capital Analysts LLC
Pennsylvania
$220K
BWM
94
BlackDiamond Wealth Management
New York
$219K
AWA
95
Alta Wealth Advisors
Massachusetts
$218K
Mariner
96
Mariner
Kansas
$216K
IA
97
IFG Advisory
Georgia
$208K
TIAA Trust, National Association
98
TIAA Trust, National Association
North Carolina
$207K
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
$206K
LI
100
LVZ Inc
Michigan
$202K