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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $454M invested in First Trust Short Duration Managed Municipal ETF in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 65 increasing their positions, 39 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
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
CAL
101
Capital Analysts LLC
Pennsylvania
$268K
PCIA
102
Prime Capital Investment Advisors
Kansas
$255K
RWA
103
Redhawk Wealth Advisors
Minnesota
$254K
CFS
104
Cannon Financial Strategists
Georgia
$254K
RWA
105
Rooted Wealth Advisors
Illinois
$252K
CCM
106
Chilton Capital Management
Texas
$249K
CAC
107
Certified Advisory Corp
Florida
$248K
BCM
108
Brookstone Capital Management
Illinois
$243K
NGA
109
Naples Global Advisors
Florida
$240K
CWA
110
Crux Wealth Advisors
California
$232K
FEG
111
Financial Enhancement Group
Indiana
$230K
Janney Montgomery Scott
112
Janney Montgomery Scott
Pennsylvania
$228K
CWP
113
Core Wealth Partners
California
$224K
Mariner
114
Mariner
Kansas
$216K
AWA
115
Alta Wealth Advisors
Massachusetts
$213K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$213K
EC
117
EdgeRock Capital
Colorado
$211K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$204K
LI
119
LVZ Inc
Michigan
$201K
CA
120
CoreCap Advisors
Michigan
$182K
ATPW
121
Ashton Thomas Private Wealth
Arizona
$157K
PB
122
Pinnacle Bancorp
Nebraska
$148K
NS
123
NBC Securities
Alabama
$117K
FRA
124
Front Row Advisors
California
$99.8K
GEA
125
Glen Eagle Advisors
New Jersey
$79.8K