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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $454M invested in First Trust Short Duration Managed Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 39 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
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
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$609K
SPC
77
Sigma Planning Corp
Michigan
$607K
FVWA
78
Foster Victor Wealth Advisors
South Carolina
$549K
SWP
79
Summit Wealth Partners
Florida
$467K
OMC
80
Old Mission Capital
Illinois
$462K
WIA
81
World Investment Advisors
California
$447K
OPOWM
82
One Plus One Wealth Management
Florida
$422K
SCA
83
Snowden Capital Advisors
New York
$419K
CIAS
84
Capital Investment Advisory Services
North Carolina
$414K
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$410K
WWM
86
Western Wealth Management
Colorado
$409K
HI
87
Harbour Investments
Wisconsin
$400K
UWP
88
Uniting Wealth Partners
Kansas
$352K
Jane Street
89
Jane Street
New York
$342K
NG
90
Novem Group
New York
$338K
WIP
91
WealthCare Investment Partners
Rhode Island
$331K
KWS
92
Keystone Wealth Services
California
$329K
OIA
93
OneDigital Investment Advisors
Kansas
$327K
FF
94
Foronjy Financial
California
$315K
AWM
95
AE Wealth Management
Kansas
$307K
IAIM
96
International Assets Investment Management
Florida
$300K
FFA
97
Farther Finance Advisors
California
$290K
SAM
98
Strategy Asset Managers
California
$286K
P
99
&Partners
Tennessee
$285K
HW
100
Hedeker Wealth
Illinois
$278K