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First Trust Short Duration Managed Municipal ETF

117 hedge funds and large institutions have $331M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
47
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GA
76
GSG Advisors
New Jersey
$401K +$2.67K +135 +0.7%
LCM
77
Lunt Capital Management
Utah
$386K
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$364K -$1.54M -77,406 -81%
SW
79
Simplicity Wealth
New Jersey
$362K +$362K +18,232 New
HI
80
Harbour Investments
Wisconsin
$348K -$6.88K -347 -2%
AWA
81
Alta Wealth Advisors
Massachusetts
$342K -$4.66K -235 -1%
CAN
82
Cetera Advisor Networks
California
$331K -$145K -7,301 -30%
CIA
83
Concurrent Investment Advisors
Florida
$318K
SWP
84
Summit Wealth Partners
Florida
$315K
CCA
85
Clearwater Capital Advisors
Illinois
$298K
IWM
86
Iams Wealth Management
Nebraska
$285K +$24.1K +1,210 +9%
Pathstone Holdings
87
Pathstone Holdings
New Jersey
$283K
CWM
88
Castle Wealth Management
Florida
$282K -$11.2K -564 -4%
NGA
89
Naples Global Advisors
Florida
$268K
SF
90
Synovus Financial
Georgia
$254K +$254K +12,787 New
CCM
91
Chilton Capital Management
Texas
$247K
KWS
92
Keystone Wealth Services
California
$228K
OIA
93
OneDigital Investment Advisors
Kansas
$222K -$9.68K -488 -4%
SPC
94
Sigma Planning Corp
Michigan
$217K -$54.6K -2,754 -20%
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
$215K +$215K +10,829 New
AFP
96
Ausdal Financial Partners
Iowa
$215K +$215K +10,818 New
Truist Financial
97
Truist Financial
North Carolina
$213K +$213K +10,761 New
MLRA
98
Main Line Retirement Advisors
Montana
$208K +$1.81K +91 +0.9%
CIAS
99
Capital Investment Advisory Services
North Carolina
$204K +$92.3K +4,653 +82%
PFGIA
100
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$204K +10,278 New