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First Trust Short Duration Managed Municipal ETF

111 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, 32 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
32
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GA
76
GSG Advisors
New Jersey
$387K 19,960 +19,960 New
PIA
77
Panoramic Investment Advisors
Colorado
$382K 19,722 +19,722 New
LCM
78
Lunt Capital Management
Utah
$377K 19,455 +7,025 +57%
SPC
79
Sigma Planning Corp
Michigan
$366K 18,899 -14,066 -43%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$347K 17,908 +1,886 +12%
HI
81
Harbour Investments
Wisconsin
$345K 17,784 +941 +6%
SWP
82
Summit Wealth Partners
Florida
$296K 15,267 +15,267 New
CCA
83
Clearwater Capital Advisors
Illinois
$291K 15,000 -1,200 -7%
OIA
84
OneDigital Investment Advisors
Kansas
$288K 14,840 -1,426 -9%
MWP
85
Meridian Wealth Partners
Pennsylvania
$277K 14,274
PVI
86
Pine Valley Investments
New Jersey
$271K 13,995 +6 +0%
AAS
87
Ameritas Advisory Services
Nebraska
$262K 13,510 +13,510 New
IWM
88
Iams Wealth Management
Nebraska
$259K 13,349 +13,349 New
CA
89
Cetera Advisors
Colorado
$245K 12,638 +12,638 New
CCM
90
Chilton Capital Management
Texas
$241K 12,453
EH
91
Equitable Holdings
New York
$235K 12,101 +12,101 New
KWS
92
Keystone Wealth Services
California
$223K 11,500
OCM
93
Objective Capital Management
Ohio
$214K 11,043 +13 +0.1%
CAL
94
Capital Analysts LLC
Pennsylvania
$205K 10,550 +3,416 +48%
LI
95
LVZ Inc
Michigan
$195K 10,068
PB
96
Pinnacle Bancorp
Nebraska
$121K 6,228 +3,000 +93%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$117K 6,055 -43 -0.7%
LFG
98
Larson Financial Group
Missouri
$92.7K 4,783 -251 -5%
NS
99
NBC Securities
Alabama
$77K 3,999 +3,999 New
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
$75.7K 3,903 +3,903 New