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First Trust Short Duration Managed Municipal ETF

126 hedge funds and large institutions have $368M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
CIAS
76
Capital Investment Advisory Services
North Carolina
$384K
FF
77
Foronjy Financial
California
$376K
CWM
78
Castle Wealth Management
Florida
$366K
UWP
79
Uniting Wealth Partners
Kansas
$354K
AWM
80
AE Wealth Management
Kansas
$340K
Goldman Sachs
81
Goldman Sachs
New York
$336K
KWS
82
Keystone Wealth Services
California
$331K
SCA
83
Snowden Capital Advisors
New York
$307K
ATPW
84
Ashton Thomas Private Wealth
Arizona
$307K
CCA
85
Clearwater Capital Advisors
Illinois
$301K
RWA
86
Rooted Wealth Advisors
Illinois
$295K
KPWS
87
Kestra Private Wealth Services
Texas
$290K
HW
88
Hedeker Wealth
Illinois
$266K
NG
89
Novem Group
New York
$261K
GSWM
90
Golden State Wealth Management
California
$252K
CCM
91
Chilton Capital Management
Texas
$250K
CAC
92
Certified Advisory Corp
Florida
$249K
IWA
93
Integrity Wealth Advisors
California
$248K
NGA
94
Naples Global Advisors
Florida
$241K
HH
95
Hilltop Holdings
Texas
$227K
CAL
96
Capital Analysts LLC
Pennsylvania
$220K
BWM
97
BlackDiamond Wealth Management
New York
$219K
AWA
98
Alta Wealth Advisors
Massachusetts
$218K
Mariner
99
Mariner
Kansas
$216K
IA
100
IFG Advisory
Georgia
$208K