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First Trust Short Duration Managed Municipal ETF

126 hedge funds and large institutions have $368M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
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
TIAA Trust, National Association
101
TIAA Trust, National Association
North Carolina
$207K
PFGIA
102
Patriot Financial Group Insurance Agency
Massachusetts
$206K
LI
103
LVZ Inc
Michigan
$202K
KWM
104
Kingsview Wealth Management
Oregon
$201K
PB
105
Pinnacle Bancorp
Nebraska
$149K
NS
106
NBC Securities
Alabama
$116K
FFA
107
Farther Finance Advisors
California
$113K
HI
108
Harbour Investments
Wisconsin
$104K
FRA
109
Front Row Advisors
California
$100K
GEA
110
Glen Eagle Advisors
New Jersey
$80.1K
US Bancorp
111
US Bancorp
Minnesota
$72K
TRCT
112
Tower Research Capital (TRC)
New York
$70.3K
CA
113
CoreCap Advisors
Michigan
$39K
PTC
114
Private Trust Company
Ohio
$35.8K
CAM
115
Creekmur Asset Management
Illinois
$35.1K
PS
116
Principal Securities
Iowa
$34K
EWM
117
Evolution Wealth Management
Florida
$32.9K
ASN
118
Advisory Services Network
Georgia
$32.1K
SPIA
119
Steward Partners Investment Advisory
New York
$30.1K
HBW
120
Hazlett, Burt & Watson
West Virginia
$26K
Corient Private Wealth
121
Corient Private Wealth
Florida
$23.9K
T
122
Tidemark
California
$16.7K
CI
123
CX Institutional
Indiana
$10K
VWM
124
Vermillion Wealth Management
Minnesota
$5.4K
CFD
125
Creative Financial Designs
Indiana
$2.81K