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First Trust Short Duration Managed Municipal ETF

117 hedge funds and large institutions have $331M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
47
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
101
Virtue Capital Management
Tennessee
$201K +$201K +10,153 New
RWA
102
Rooted Wealth Advisors
Illinois
$200K +$1.31K +66 +0.7%
LI
103
LVZ Inc
Michigan
$200K
CAL
104
Capital Analysts LLC
Pennsylvania
$199K
BFEC
105
Benjamin F. Edwards & Company
Missouri
$156K +$12.4K +627 +9%
PB
106
Pinnacle Bancorp
Nebraska
$147K +$23.9K +1,205 +19%
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$89.3K +$11.9K +599 +15%
NS
108
NBC Securities
Alabama
$71K -$9.96K -495 -12%
GEA
109
Glen Eagle Advisors
New Jersey
$69.2K
US Bancorp
110
US Bancorp
Minnesota
$55.2K +$575 +29 +1%
LFG
111
Larson Financial Group
Missouri
$53.7K -$24.1K -1,214 -31%
IGWM
112
ICA Group Wealth Management
Colorado
$37.7K +$20 +1 +0.1%
T
113
Tidemark
California
$36.2K
PTC
114
Private Trust Company
Ohio
$34.9K +$198 +10 +0.6%
CAM
115
Creekmur Asset Management
Illinois
$34.7K
PS
116
Principal Securities
Iowa
$20.7K
CFD
117
Creative Financial Designs
Indiana
$9.01K +$2.78K +140 +45%
WWM
118
Wagner Wealth Management
South Carolina
$5 -$5
OAJ
119
Ogorek Anthony Joseph
New York
-$6.47M -324,387 Closed
HCA
120
Heck Capital Advisors
Wisconsin
-$2.16M -108,314 Closed
AI
121
Atria Investments
North Carolina
-$1.11M -55,760 Closed
SOS
122
Silver Oak Securities
Tennessee
-$388K -19,455 Closed
EFS
123
Econ Financial Services
Pennsylvania
-$373K -18,675 Closed
OCM
124
Objective Capital Management
Ohio
-$221K -11,056 Closed
EC
125
EdgeRock Capital
Colorado
-$102K -5,111 Closed