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First Trust Short Duration Managed Municipal ETF

128 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% 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
22
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWP
76
Summit Wealth Partners
Florida
$453K 22,827 +5,496 +32%
GA
77
GSG Advisors
New Jersey
$411K 20,727 +156 +0.8%
Jane Street
78
Jane Street
New York
$410K 20,648 +20,648 New
GSWM
79
Golden State Wealth Management
California
$389K 19,613 +19,613 New
LCM
80
Lunt Capital Management
Utah
$386K 19,455
SOS
81
Silver Oak Securities
Tennessee
$386K 19,455
TWM
82
TCFG Wealth Management
California
$366K 18,465 +2,138 +13%
PWP
83
Principle Wealth Partners
Connecticut
$357K 17,979 -188 -1%
CIAS
84
Capital Investment Advisory Services
North Carolina
$330K 16,632 +1,561 +10%
JSW
85
Journey Strategic Wealth
New Jersey
$328K 16,546 -114 -0.7%
DAS
86
Dynamic Advisor Solutions
Arizona
$315K 15,893 +15,893 New
ATPW
87
Ashton Thomas Private Wealth
Arizona
$304K 15,312
CCA
88
Clearwater Capital Advisors
Illinois
$298K 15,000
WCFA
89
Walkner Condon Financial Advisors
Wisconsin
$295K 14,855 -6,379 -30%
RWA
90
Rooted Wealth Advisors
Illinois
$292K 14,688 -21 -0.1%
IWA
91
Integrity Wealth Advisors
California
$284K 14,325 +14,325 New
NW
92
Naviter Wealth
Arkansas
$275K 13,865 -1,375 -9%
NGA
93
Naples Global Advisors
Florida
$268K 13,500
NG
94
Novem Group
New York
$258K 13,000 +13,000 New
CCM
95
Chilton Capital Management
Texas
$247K 12,453
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$244K 12,314 -2,400 -16%
CAS
97
Coppell Advisory Solutions
Texas
$238K 12,026 +9,500 +376%
AI
98
Atria Investments
North Carolina
$234K 11,776 -1,921 -14%
CWM
99
Castle Wealth Management
Florida
$233K 11,748 +11,748 New
KWS
100
Keystone Wealth Services
California
$228K 11,500