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First Trust Short Duration Managed Municipal ETF

112 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, 33 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 109112 (+3)

1.34% more ownership

Funds ownership: 75.13%76.47% (+1.3%)

6% less capital invested

Capital invested by funds: $322M → $302M (-$19.4M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
33
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
101
Householder Group Estate & Retirement Specialist
Arizona
$75.7K +$76.7K +3,903 New
William Blair & Company
102
William Blair & Company
Illinois
$70.1K +$6.17K +314 +10%
GEA
103
Glen Eagle Advisors
New Jersey
$67.7K
JP Morgan Chase
104
JP Morgan Chase
New York
$63.4K -$341K -17,326 -84%
CIAS
105
Capital Investment Advisory Services
North Carolina
$52.3K
PP
106
PFS Partners
New Jersey
$29.1K -$98.9K -5,032 -77%
CFD
107
Creative Financial Designs
Indiana
$13.8K
PTC
108
Private Trust Company
Ohio
$11.9K
AF
109
Advisornet Financial
Minnesota
$7.87K
CAS
110
Coppell Advisory Solutions
Texas
$6.06K -$99.9K -5,081 -94%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$21 +$20 +1 New
Fidelity Investments
112
Fidelity Investments
Massachusetts
$19 +$20 +1 New
WWMSC
113
Wagner Wealth Management (South Carolina)
South Carolina
$5
FHC
114
First Heartland Consultants
Missouri
-$4.16M -210,685 Closed
FTUS
115
Flow Traders U.S.
New York
-$762K -38,595 Closed
RJT
116
Raymond James Trust
Florida
-$339K -17,186 Closed
USCWA
117
U.S. Capital Wealth Advisors
Texas
-$334K -16,904 Closed
TSS
118
Two Sigma Securities
New York
-$285K -14,443 Closed
GWA
119
GGM Wealth Advisors
Maryland
-$249K -12,625 Closed
SOS
120
Silver Oak Securities
Tennessee
-$245K -12,430 Closed
SB
121
Strategic Blueprint
Georgia
-$236K -11,959 Closed
CMS
122
Capital Market Strategies
Florida
-$211K -10,711 Closed
SIS
123
Sound Income Strategies
Florida
-$40.1K -2,030 Closed
IGWM
124
ICA Group Wealth Management
Colorado
-$35.5K -1,800 Closed
FA
125
Fiduciary Alliance
South Carolina
-$14 -1 Closed