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First Trust Short Duration Managed Municipal ETF

108 hedge funds and large institutions have $321M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
32
Closed
12
Calls
Puts
$478K
Net Calls
-$478K
Net Calls Change
-$478K
Name Market Value Shares Shares
Change
Shares
Change %
HI
76
Harbour Investments
Wisconsin
$332K 16,843 +1,068 +7%
OIA
77
OneDigital Investment Advisors
Kansas
$321K 16,266 -1,192 -7%
CCA
78
Clearwater Capital Advisors
Illinois
$320K 16,200
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$317K 16,022 +16,022 New
TSS
80
Two Sigma Securities
New York
$285K 14,443 +14,443 New
MWP
81
Meridian Wealth Partners
Pennsylvania
$282K 14,274
PVI
82
Pine Valley Investments
New Jersey
$276K 13,989 +6 +0%
GWA
83
GGM Wealth Advisors
Maryland
$249K 12,625 -110 -0.9%
CCM
84
Chilton Capital Management
Texas
$246K 12,453
LCM
85
Lunt Capital Management
Utah
$245K 12,430 +12,430 New
SOS
86
Silver Oak Securities
Tennessee
$245K 12,430
SB
87
Strategic Blueprint
Georgia
$236K 11,959 -551 -4%
KWS
88
Keystone Wealth Services
California
$227K 11,500
OCM
89
Objective Capital Management
Ohio
$218K 11,030 +12 +0.1%
CMS
90
Capital Market Strategies
Florida
$211K 10,711 +4 +0%
MLRA
91
Main Line Retirement Advisors
Montana
$203K 10,291 +10,291 New
LI
92
LVZ Inc
Michigan
$199K 10,068
CAL
93
Capital Analysts LLC
Pennsylvania
$141K 7,134 +1 +0%
PP
94
PFS Partners
New Jersey
$129K 6,534 -2,311 -26%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$120K 6,098 -496 -8%
CAS
96
Coppell Advisory Solutions
Texas
$106K 5,388 +5,388 New
LFG
97
Larson Financial Group
Missouri
$99.4K 5,034 +10 +0.2%
GEA
98
Glen Eagle Advisors
New Jersey
$68.9K 3,490
William Blair & Company
99
William Blair & Company
Illinois
$65.1K 3,300
PB
100
Pinnacle Bancorp
Nebraska
$63.7K 3,228