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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
49
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NW
76
Naviter Wealth
Arkansas
$351K +$74.8K +3,761 +27%
CIAS
77
Capital Investment Advisory Services
North Carolina
$343K +$12.2K +612 +4%
GSWM
78
Golden State Wealth Management
California
$343K -$47.1K -2,371 -12%
AAS
79
Avantax Advisory Services
Texas
$342K +$342K +17,235 New
SCA
80
Snowden Capital Advisors
New York
$336K -$189K -9,495 -36%
PWP
81
Principle Wealth Partners
Connecticut
$325K -$32.3K -1,624 -9%
JSW
82
Journey Strategic Wealth
New Jersey
$309K -$19.9K -1,000 -6%
ATPW
83
Ashton Thomas Private Wealth
Arizona
$304K
KPWS
84
Kestra Private Wealth Services
Texas
$298K -$532K -26,787 -64%
CCA
85
Clearwater Capital Advisors
Illinois
$298K
RWA
86
Rooted Wealth Advisors
Illinois
$292K -$658 -33 -0.2%
HCM
87
Howard Capital Management
Georgia
$288K +$288K +14,492 New
SW
88
Simplicity Wealth
New Jersey
$282K +$282K +14,201 New
BIG
89
Brookwood Investment Group
Arizona
$275K +$275K +13,862 New
ACI
90
Alpha Cubed Investments
California
$270K +$270K +13,580 New
AI
91
Atria Investments
North Carolina
$265K +$31.5K +1,584 +13%
NG
92
Novem Group
New York
$258K
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$251K +$6.57K +331 +3%
CCM
94
Chilton Capital Management
Texas
$247K
NGA
95
Naples Global Advisors
Florida
$238K -$29.8K -1,500 -11%
IWA
96
Integrity Wealth Advisors
California
$237K -$47.6K -2,394 -17%
AWM
97
AE Wealth Management
Kansas
$237K +$173K +8,705 +272%
CWM
98
Castle Wealth Management
Florida
$233K
KWS
99
Keystone Wealth Services
California
$229K
BWM
100
BlackDiamond Wealth Management
New York
$221K