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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $369M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 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
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
76
Principle Wealth Partners
Connecticut
$410K
CIAS
77
Capital Investment Advisory Services
North Carolina
$384K
FF
78
Foronjy Financial
California
$376K
CWM
79
Castle Wealth Management
Florida
$366K
UWP
80
Uniting Wealth Partners
Kansas
$354K
AWM
81
AE Wealth Management
Kansas
$340K
Goldman Sachs
82
Goldman Sachs
New York
$336K
KWS
83
Keystone Wealth Services
California
$331K
SCA
84
Snowden Capital Advisors
New York
$307K
ATPW
85
Ashton Thomas Private Wealth
Arizona
$307K
CCA
86
Clearwater Capital Advisors
Illinois
$301K
RWA
87
Rooted Wealth Advisors
Illinois
$295K
KPWS
88
Kestra Private Wealth Services
Texas
$290K
HW
89
Hedeker Wealth
Illinois
$266K
NG
90
Novem Group
New York
$261K
GSWM
91
Golden State Wealth Management
California
$252K
CCM
92
Chilton Capital Management
Texas
$250K
CAC
93
Certified Advisory Corp
Florida
$249K
IWA
94
Integrity Wealth Advisors
California
$248K
NGA
95
Naples Global Advisors
Florida
$241K
HH
96
Hilltop Holdings
Texas
$227K
CAL
97
Capital Analysts LLC
Pennsylvania
$220K
BWM
98
BlackDiamond Wealth Management
New York
$219K
AWA
99
Alta Wealth Advisors
Massachusetts
$218K
Mariner
100
Mariner
Kansas
$216K