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First Trust Short Duration Managed Municipal ETF

123 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
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
KWM
101
Kingsview Wealth Management
Oregon
$201K
PB
102
Pinnacle Bancorp
Nebraska
$149K
NS
103
NBC Securities
Alabama
$116K
FFA
104
Farther Finance Advisors
California
$113K
HI
105
Harbour Investments
Wisconsin
$104K
FRA
106
Front Row Advisors
California
$100K
GEA
107
Glen Eagle Advisors
New Jersey
$80.1K
US Bancorp
108
US Bancorp
Minnesota
$72K
TRCT
109
Tower Research Capital (TRC)
New York
$70.3K
CA
110
CoreCap Advisors
Michigan
$39K
PTC
111
Private Trust Company
Ohio
$35.8K
CAM
112
Creekmur Asset Management
Illinois
$35.1K
PS
113
Principal Securities
Iowa
$34K
EWM
114
Evolution Wealth Management
Florida
$32.9K
ASN
115
Advisory Services Network
Georgia
$32.1K
SPIA
116
Steward Partners Investment Advisory
New York
$30.1K
HBW
117
Hazlett, Burt & Watson
West Virginia
$26K
Corient Private Wealth
118
Corient Private Wealth
Florida
$23.9K
T
119
Tidemark
California
$16.7K
CI
120
CX Institutional
Indiana
$10K
VWM
121
Vermillion Wealth Management
Minnesota
$5.4K
CFD
122
Creative Financial Designs
Indiana
$2.81K
LFG
123
Larson Financial Group
Missouri
$745
VBFG
124
Vishria Bird Financial Group
Tennessee
FAIM
125
Financial Advocates Investment Management
Washington