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First Trust Short Duration Managed Municipal ETF

112 hedge funds and large institutions have $302M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 109112 (+3)

1.34% more ownership

Funds ownership: 75.13%76.47% (+1.3%)

6% less capital invested

Capital invested by funds: $322M → $302M (-$19.4M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
33
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
76
Econ Financial Services
Pennsylvania
$396K -$619K -31,486 -61%
GA
77
GSG Advisors
New Jersey
$387K +$392K +19,960 New
PIA
78
Panoramic Investment Advisors
Colorado
$382K +$388K +19,722 New
LCM
79
Lunt Capital Management
Utah
$377K +$138K +7,025 +57%
SPC
80
Sigma Planning Corp
Michigan
$366K -$277K -14,066 -43%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$347K +$37.1K +1,886 +12%
HI
82
Harbour Investments
Wisconsin
$345K +$18.5K +941 +6%
SWP
83
Summit Wealth Partners
Florida
$296K +$300K +15,267 New
CCA
84
Clearwater Capital Advisors
Illinois
$291K -$23.6K -1,200 -7%
OIA
85
OneDigital Investment Advisors
Kansas
$288K -$28K -1,426 -9%
MWP
86
Meridian Wealth Partners
Pennsylvania
$277K
PVI
87
Pine Valley Investments
New Jersey
$271K +$118 +6 +0%
AAS
88
Ameritas Advisory Services
Nebraska
$262K +$266K +13,510 New
IWM
89
Iams Wealth Management
Nebraska
$259K +$262K +13,349 New
CA
90
Cetera Advisors
Colorado
$245K +$248K +12,638 New
CCM
91
Chilton Capital Management
Texas
$241K
EH
92
Equitable Holdings
New York
$235K +$238K +12,101 New
KWS
93
Keystone Wealth Services
California
$223K
OCM
94
Objective Capital Management
Ohio
$214K +$256 +13 +0.1%
CAL
95
Capital Analysts LLC
Pennsylvania
$205K +$67.2K +3,416 +48%
LI
96
LVZ Inc
Michigan
$195K
PB
97
Pinnacle Bancorp
Nebraska
$121K +$59K +3,000 +93%
BFEC
98
Benjamin F. Edwards & Company
Missouri
$117K -$845 -43 -0.7%
LFG
99
Larson Financial Group
Missouri
$92.7K -$4.93K -251 -5%
NS
100
NBC Securities
Alabama
$77K +$78.6K +3,999 New