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First Trust Short Duration Managed Municipal ETF

111 hedge funds and large institutions have $302M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
32
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$70.1K 3,614 +314 +10%
GEA
102
Glen Eagle Advisors
New Jersey
$67.7K 3,490
JPMorgan Chase & Co
103
JPMorgan Chase & Co
New York
$63.4K 3,268 -17,326 -84%
CIAS
104
Capital Investment Advisory Services
North Carolina
$52.3K 2,700
PP
105
PFS Partners
New Jersey
$29.1K 1,502 -5,032 -77%
CFD
106
Creative Financial Designs
Indiana
$13.8K 714
PTC
107
Private Trust Company
Ohio
$11.9K 616
AF
108
Advisornet Financial
Minnesota
$7.87K 406
CAS
109
Coppell Advisory Solutions
Texas
$6.06K 307 -5,081 -94%
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$21 1 +1 New
Fidelity Investments
111
Fidelity Investments
Massachusetts
$19 1 +1 New
WWM
112
Wagner Wealth Management
South Carolina
FHC
113
First Heartland Consultants
Missouri
-210,685 Closed
FTUS
114
Flow Traders U.S.
New York
-38,595 Closed
RJT
115
Raymond James Trust
Florida
-17,186 Closed
USCWA
116
U.S. Capital Wealth Advisors
Texas
-16,904 Closed
TSS
117
Two Sigma Securities
New York
-14,443 Closed
GWA
118
GGM Wealth Advisors
Maryland
-12,625 Closed
SOS
119
Silver Oak Securities
Tennessee
-12,430 Closed
SB
120
Strategic Blueprint
Georgia
-11,959 Closed
CMS
121
Capital Market Strategies
Florida
-10,711 Closed
SIS
122
Sound Income Strategies
Florida
-2,030 Closed
IGWM
123
ICA Group Wealth Management
Colorado
-1,800 Closed
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
-9 Closed
FA
125
Fiduciary Alliance
South Carolina
-1 Closed