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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $377M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.2M
2 +$2.1M
3 +$1.99M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M
5
AF
Allworth Financial
California
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
76
Foronjy Financial
California
$404K
CIAS
77
Capital Investment Advisory Services
North Carolina
$383K
CWM
78
Castle Wealth Management
Florida
$363K
TWM
79
TCFG Wealth Management
California
$356K
AWM
80
AE Wealth Management
Kansas
$329K
KWS
81
Keystone Wealth Services
California
$328K
PWP
82
Principle Wealth Partners
Connecticut
$326K
ATPW
83
Ashton Thomas Private Wealth
Arizona
$305K
CCA
84
Clearwater Capital Advisors
Illinois
$299K
RWA
85
Rooted Wealth Advisors
Illinois
$293K
AAS
86
Avantax Advisory Services
Texas
$272K
ACI
87
Alpha Cubed Investments
California
$270K
NG
88
Novem Group
New York
$259K
GSWM
89
Golden State Wealth Management
California
$250K
CCM
90
Chilton Capital Management
Texas
$248K
JSW
91
Journey Strategic Wealth
New Jersey
$248K
Mariner
92
Mariner
Kansas
$247K
SCA
93
Snowden Capital Advisors
New York
$246K
NGA
94
Naples Global Advisors
Florida
$239K
KPWS
95
Kestra Private Wealth Services
Texas
$233K
HH
96
Hilltop Holdings
Texas
$226K
HW
97
Hedeker Wealth
Illinois
$222K
CAL
98
Capital Analysts LLC
Pennsylvania
$218K
IWA
99
Integrity Wealth Advisors
California
$217K
Bank of New York Mellon
100
Bank of New York Mellon
New York
$213K