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First Trust Short Duration Managed Municipal ETF

105 hedge funds and large institutions have $312M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PTC
101
Private Trust Company
Ohio
$12.2K 616 +616 New
AF
102
Advisornet Financial
Minnesota
$8.07K 406
Commonwealth Equity Services
103
Commonwealth Equity Services
Massachusetts
$1.33K 67,027 +8,096 +14%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$1K 54 +54 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$20 1 -45 -98%
WWM
106
Wagner Wealth Management
South Carolina
-1,361 Closed
Jane Street
107
Jane Street
New York
-212,841 Closed
SG
108
StoneX Group
New York
-74,221 Closed
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
-42,606 Closed
IWM
110
Iams Wealth Management
Nebraska
-20,400 Closed
Citadel Advisors
111
Citadel Advisors
Florida
-14,443 Closed
CBFP
112
Cedar Brook Financial Partners
Ohio
-12,570 Closed
GWP
113
Gateway Wealth Partners
Wisconsin
-12,429 Closed
KMWM
114
Keudell/Morrison Wealth Management
Oregon
-12,000 Closed
MML Investors Services
115
MML Investors Services
Massachusetts
-11,086 Closed
EP
116
Eudaimonia Partners
Tennessee
-10,855 Closed
MWM
117
Mattern Wealth Management
Kansas
-10,551 Closed
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
-1,213 Closed
CAS
119
Coppell Advisory Solutions
Texas
-307 Closed
CASC
120
Coppell Advisory Solutions Corp
Texas
-307 Closed
FA
121
Fiduciary Alliance
South Carolina
-1 Closed
CFGS
122
Concourse Financial Group Securities
Alabama