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First Trust Short Duration Managed Municipal ETF

105 hedge funds and large institutions have $312M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GWA
76
GGM Wealth Advisors
Maryland
$253K 12,735
SB
77
Strategic Blueprint
Georgia
$249K 12,510
CCM
78
Chilton Capital Management
Texas
$248K 12,453
SOS
79
Silver Oak Securities
Tennessee
$247K 12,430 +12,430 New
FVWA
80
Foster Victor Wealth Advisors
South Carolina
$238K 11,950 -190 -2%
AFP
81
Ausdal Financial Partners
Iowa
$236K 11,858 -9,479 -44%
TFA
82
Teamwork Financial Advisors
Texas
$230K 11,559 -426 -4%
KWS
83
Keystone Wealth Services
California
$229K 11,500
ASN
84
Advisory Services Network
Georgia
$228K 11,466 +2,193 +24%
EWP
85
Engrave Wealth Partners
Texas
$225K 11,347
OCM
86
Objective Capital Management
Ohio
$219K 11,018 -992 -8%
CMS
87
Capital Market Strategies
Florida
$213K 10,707 -608 -5%
LI
88
LVZ Inc
Michigan
$200K 10,068 -5,167 -34%
PP
89
PFS Partners
New Jersey
$176K 8,845 +8,845 New
Wells Fargo
90
Wells Fargo
California
$170K 8,555 +8,554 +855,400%
CAL
91
Capital Analysts LLC
Pennsylvania
$142K 7,133 +281 +4%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$131K 6,594 +6,594 New
LFG
93
Larson Financial Group
Missouri
$99.9K 5,024 +9 +0.2%
GEA
94
Glen Eagle Advisors
New Jersey
$69.4K 3,490
HGERS
95
Householder Group Estate & Retirement Specialist
Arizona
$66K 3,303 +3,303 New
William Blair & Company
96
William Blair & Company
Illinois
$65.6K 3,300
PB
97
Pinnacle Bancorp
Nebraska
$64.2K 3,228 +3,228 New
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$57.8K 2,908 +552 +23%
CIAS
99
Capital Investment Advisory Services
North Carolina
$54.7K 2,750 +750 +38%
IGWM
100
ICA Group Wealth Management
Colorado
$35.8K 1,800 +1,800 New