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First Trust Short Duration Managed Municipal ETF

119 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

1% more funds holding

Funds holding: 118119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.91% less ownership

Funds ownership: 80.91%79% (-1.9%)

7% less capital invested

Capital invested by funds: $341M → $318M (-$22.2M)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
46
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Alta Wealth Advisors
Massachusetts
$329K -$13.1K -657 -4%
TWM
77
TCFG Wealth Management
California
$327K +$326K +16,327 New
ATPW
78
Ashton Thomas Private Wealth
Arizona
$306K -$115K -5,772 -27%
NW
79
Naviter Wealth
Arkansas
$305K -$789K -39,538 -72%
CIAS
80
Capital Investment Advisory Services
North Carolina
$302K +$60K +3,010 +25%
CCA
81
Clearwater Capital Advisors
Illinois
$300K
FTUS
82
Flow Traders U.S.
New York
$297K +$296K +14,830 New
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$294K -$15K -750 -5%
RWA
84
Rooted Wealth Advisors
Illinois
$294K +$59.8K +2,996 +26%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$286K
HI
86
Harbour Investments
Wisconsin
$284K -$47.8K -2,397 -14%
SW
87
Simplicity Wealth
New Jersey
$282K -$82.1K -4,116 -23%
NFG
88
Norris Financial Group
South Carolina
$282K +$3.05K +153 +1%
AI
89
Atria Investments
North Carolina
$274K +$273K +13,697 New
NGA
90
Naples Global Advisors
Florida
$270K
IWM
91
Iams Wealth Management
Nebraska
$260K +$9.62K +482 +4%
SF
92
Synovus Financial
Georgia
$257K +$1.32K +66 +0.5%
CCM
93
Chilton Capital Management
Texas
$249K
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$236K +$235K +11,788 New
KWS
95
Keystone Wealth Services
California
$230K
KWM
96
Kingsview Wealth Management
Oregon
$225K
BWM
97
BlackDiamond Wealth Management
New York
$222K -$4.91K -246 -2%
FHA
98
First Horizon Advisors
Tennessee
$219K +$218K +10,928 New
MLRA
99
Main Line Retirement Advisors
Montana
$213K +$1.56K +78 +0.7%
IFG
100
Independent Financial Group
California
$210K