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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $416M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 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
3
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
GSWM
101
Golden State Wealth Management
California
$252K
CCM
102
Chilton Capital Management
Texas
$250K
CAC
103
Certified Advisory Corp
Florida
$249K
MWM
104
Modern Wealth Management
Kansas
$246K
NGA
105
Naples Global Advisors
Florida
$241K
CWA
106
Crux Wealth Advisors
California
$233K
HH
107
Hilltop Holdings
Texas
$231K
FEG
108
Financial Enhancement Group
Indiana
$231K
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$229K
CAL
110
Capital Analysts LLC
Pennsylvania
$219K
STA
111
Shade Tree Advisors
New York
$218K
Mariner
112
Mariner
Kansas
$214K
AWA
113
Alta Wealth Advisors
Massachusetts
$214K
BWM
114
BlackDiamond Wealth Management
New York
$208K
IA
115
IFG Advisory
Georgia
$207K
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$206K
RWA
117
Redhawk Wealth Advisors
Minnesota
$204K
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$203K
LI
119
LVZ Inc
Michigan
$202K
KWM
120
Kingsview Wealth Management
Oregon
$200K
HP
121
Holistic Planning
Texas
$200K
HI
122
Harbour Investments
Wisconsin
$154K
PB
123
Pinnacle Bancorp
Nebraska
$149K
CA
124
CoreCap Advisors
Michigan
$135K
NS
125
NBC Securities
Alabama
$116K