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First Trust Short Duration Managed Municipal ETF

129 hedge funds and large institutions have $370M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 130129 (-1)

0.86% less ownership

Funds ownership: 82.02%81.16% (-0.86%)

2% less capital invested

Capital invested by funds: $379M → $370M (-$9.09M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
55
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPOWM
76
One Plus One Wealth Management
Florida
$449K -$335K -16,755 -43%
PWP
77
Principle Wealth Partners
Connecticut
$410K +$80.5K +4,022 +25%
CIAS
78
Capital Investment Advisory Services
North Carolina
$384K -$2.76K -138 -0.7%
FF
79
Foronjy Financial
California
$376K -$31.4K -1,571 -8%
CWM
80
Castle Wealth Management
Florida
$366K
UWP
81
Uniting Wealth Partners
Kansas
$354K +$353K +17,626 New
AWM
82
AE Wealth Management
Kansas
$340K +$8.01K +400 +2%
Goldman Sachs
83
Goldman Sachs
New York
$336K -$546K -27,295 -62%
KWS
84
Keystone Wealth Services
California
$331K
SCA
85
Snowden Capital Advisors
New York
$307K +$59.6K +2,976 +24%
ATPW
86
Ashton Thomas Private Wealth
Arizona
$307K
CCA
87
Clearwater Capital Advisors
Illinois
$301K
RWA
88
Rooted Wealth Advisors
Illinois
$295K +$100 +5 +0%
KPWS
89
Kestra Private Wealth Services
Texas
$290K +$55K +2,748 +24%
HW
90
Hedeker Wealth
Illinois
$266K +$42.3K +2,112 +19%
NG
91
Novem Group
New York
$261K
GSWM
92
Golden State Wealth Management
California
$252K +$180 +9 +0.1%
CCM
93
Chilton Capital Management
Texas
$250K
CAC
94
Certified Advisory Corp
Florida
$249K +$248K +12,400 New
IWA
95
Integrity Wealth Advisors
California
$248K +$29.4K +1,471 +13%
NGA
96
Naples Global Advisors
Florida
$241K
HH
97
Hilltop Holdings
Texas
$227K -$280 -14 -0.1%
CAL
98
Capital Analysts LLC
Pennsylvania
$220K
BWM
99
BlackDiamond Wealth Management
New York
$219K +$5.68K +284 +3%
AWA
100
Alta Wealth Advisors
Massachusetts
$218K +$218K +10,869 New