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First Trust Short Duration Managed Municipal ETF

118 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $332M → $341M (+$9.23M)

0.56% more ownership

Funds ownership: 80.35%80.91% (+0.56%)

0% more funds holding

Funds holding: 118118 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

Holders
118
Holders Change
Holders Change %
0%
% 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
11
Increased
40
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Summit Wealth Partners
Florida
$343K +$28.9K +1,464 +9%
AWA
77
Alta Wealth Advisors
Massachusetts
$338K -$2.41K -122 -0.7%
HI
78
Harbour Investments
Wisconsin
$328K -$19.3K -976 -6%
JSW
79
Journey Strategic Wealth
New Jersey
$322K +$322K +16,290 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$306K -$284K -14,350 -48%
CCA
81
Clearwater Capital Advisors
Illinois
$297K
Pathstone Holdings
82
Pathstone Holdings
New Jersey
$282K
NFG
83
Norris Financial Group
South Carolina
$275K +$275K +13,925 New
NGA
84
Naples Global Advisors
Florida
$267K
SF
85
Synovus Financial
Georgia
$253K
IWM
86
Iams Wealth Management
Nebraska
$248K -$35.6K -1,800 -13%
CCM
87
Chilton Capital Management
Texas
$246K
AWM
88
Avaii Wealth Management
Wisconsin
$244K +$244K +12,355 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$238K +$34.8K +1,758 +17%
RWA
90
Rooted Wealth Advisors
Illinois
$233K +$32.4K +1,637 +16%
KWS
91
Keystone Wealth Services
California
$227K
BWM
92
BlackDiamond Wealth Management
New York
$227K +$225K +11,383 New
KWM
93
Kingsview Wealth Management
Oregon
$223K +$223K +11,262 New
Truist Financial
94
Truist Financial
North Carolina
$215K +$2.04K +103 +1%
SPC
95
Sigma Planning Corp
Michigan
$211K -$4.9K -248 -2%
MLRA
96
Main Line Retirement Advisors
Montana
$209K +$1.5K +76 +0.7%
IFG
97
Independent Financial Group
California
$208K -$190K -9,619 -48%
PFGIA
98
Patriot Financial Group Insurance Agency
Massachusetts
$203K
VCM
99
Virtue Capital Management
Tennessee
$201K
IA
100
IFG Advisory
Georgia
$201K +$201K +10,178 New