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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $416M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
FVWA
76
Foster Victor Wealth Advisors
South Carolina
$547K
CWM
77
Castle Wealth Management
Florida
$525K
WA
78
Waddell & Associates
Tennessee
$502K
SWTS
79
Stonehaven Wealth & Tax Solutions
Wisconsin
$484K
PWP
80
Principle Wealth Partners
Connecticut
$482K
SWP
81
Summit Wealth Partners
Florida
$469K
WIA
82
World Investment Advisors
California
$449K
FTS
83
Fifth Third Securities
Ohio
$439K
OPOWM
84
One Plus One Wealth Management
Florida
$423K
SCA
85
Snowden Capital Advisors
New York
$417K
CWP
86
Core Wealth Partners
California
$398K
CIAS
87
Capital Investment Advisory Services
North Carolina
$395K
AWM
88
AE Wealth Management
Kansas
$369K
WIP
89
WealthCare Investment Partners
Rhode Island
$337K
KWS
90
Keystone Wealth Services
California
$331K
NG
91
Novem Group
New York
$327K
FF
92
Foronjy Financial
California
$322K
IAIM
93
International Assets Investment Management
Florida
$301K
RWA
94
Rooted Wealth Advisors
Illinois
$290K
SAM
95
Strategy Asset Managers
California
$287K
P
96
&Partners
Tennessee
$287K
HW
97
Hedeker Wealth
Illinois
$272K
FFA
98
Farther Finance Advisors
California
$270K
KPWS
99
Kestra Private Wealth Services
Texas
$265K
PCIA
100
Prime Capital Investment Advisors
Kansas
$254K