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First Trust Short Duration Managed Municipal ETF

137 hedge funds and large institutions have $453M invested in First Trust Short Duration Managed Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
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 +$17M
2 +$14.8M
3 +$6.79M
4
Goldman Sachs
Goldman Sachs
New York
+$3.98M
5
FF
Francis Financial
+$3.95M

Top Sellers

1 -$28.1M
2 -$4.04M
3 -$3.15M
4
NA
NewEdge Advisors
Louisiana
-$2.18M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
76
Sigma Planning Corp
Michigan
$607K
FVWA
77
Foster Victor Wealth Advisors
South Carolina
$549K
SWP
78
Summit Wealth Partners
Florida
$467K
OMC
79
Old Mission Capital
Illinois
$462K
WIA
80
World Investment Advisors
California
$447K
OPOWM
81
One Plus One Wealth Management
Florida
$422K
SCA
82
Snowden Capital Advisors
New York
$419K
CIAS
83
Capital Investment Advisory Services
North Carolina
$414K
PFGIA
84
Patriot Financial Group Insurance Agency
Massachusetts
$410K
WWM
85
Western Wealth Management
Colorado
$409K
HI
86
Harbour Investments
Wisconsin
$400K
UWP
87
Uniting Wealth Partners
Kansas
$352K
Jane Street
88
Jane Street
New York
$342K
NG
89
Novem Group
New York
$338K
WIP
90
WealthCare Investment Partners
Rhode Island
$331K
KWS
91
Keystone Wealth Services
California
$329K
OIA
92
OneDigital Investment Advisors
Kansas
$327K
FF
93
Foronjy Financial
California
$315K
AWM
94
AE Wealth Management
Kansas
$307K
IAIM
95
International Assets Investment Management
Florida
$300K
FFA
96
Farther Finance Advisors
California
$290K
SAM
97
Strategy Asset Managers
California
$286K
P
98
&Partners
Tennessee
$285K
HW
99
Hedeker Wealth
Illinois
$278K
CAL
100
Capital Analysts LLC
Pennsylvania
$268K