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First Trust Short Duration Managed Municipal ETF

125 hedge funds and large institutions have $374M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
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

Top Buyers

1 +$11.2M
2 +$2.1M
3 +$1.68M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.56M
5
AF
Allworth Financial
California
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$383K
CWM
77
Castle Wealth Management
Florida
$363K
TWM
78
TCFG Wealth Management
California
$356K
AWM
79
AE Wealth Management
Kansas
$329K
KWS
80
Keystone Wealth Services
California
$328K
PWP
81
Principle Wealth Partners
Connecticut
$326K
ATPW
82
Ashton Thomas Private Wealth
Arizona
$305K
CCA
83
Clearwater Capital Advisors
Illinois
$299K
RWA
84
Rooted Wealth Advisors
Illinois
$293K
AAS
85
Avantax Advisory Services
Texas
$272K
ACI
86
Alpha Cubed Investments
California
$270K
NG
87
Novem Group
New York
$259K
GSWM
88
Golden State Wealth Management
California
$250K
CCM
89
Chilton Capital Management
Texas
$248K
JSW
90
Journey Strategic Wealth
New Jersey
$248K
Mariner
91
Mariner
Kansas
$247K
SCA
92
Snowden Capital Advisors
New York
$246K
NGA
93
Naples Global Advisors
Florida
$239K
KPWS
94
Kestra Private Wealth Services
Texas
$233K
HH
95
Hilltop Holdings
Texas
$226K
HW
96
Hedeker Wealth
Illinois
$222K
CAL
97
Capital Analysts LLC
Pennsylvania
$218K
IWA
98
Integrity Wealth Advisors
California
$217K
Bank of New York Mellon
99
Bank of New York Mellon
New York
$213K
BWM
100
BlackDiamond Wealth Management
New York
$212K