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First Trust Short Duration Managed Municipal ETF

116 hedge funds and large institutions have $340M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$147K 7,433
CAS
102
Coppell Advisory Solutions
Texas
$91.8K 4,643 +4,643 New
EC
103
EdgeRock Capital
Colorado
$91K 4,603 +4,603 New
IAIM
104
International Assets Investment Management
Florida
$76.8K 3,883 +3,883 New
NS
105
NBC Securities
Alabama
$70K 3,555 +26 +0.7%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$69K 3,502 -1,000 -22%
GEA
107
Glen Eagle Advisors
New Jersey
$69K 3,490
US Bancorp
108
US Bancorp
Minnesota
$54.7K 2,769 -13 -0.5%
LFG
109
Larson Financial Group
Missouri
$40K 2,024 -685 -25%
CAM
110
Creekmur Asset Management
Illinois
$34.6K 1,750
PS
111
Principal Securities
Iowa
$30.7K 1,552 +507 +49%
T
112
Tidemark
California
$18.4K 931 -895 -49%
FFA
113
Farther Finance Advisors
California
$16.5K 838 +838 New
PTC
114
Private Trust Company
Ohio
$12.2K 616 -1,142 -65%
CFD
115
Creative Financial Designs
Indiana
$8.98K 454
IGWM
116
ICA Group Wealth Management
Colorado
$3.26K 165 -1,736 -91%
HCA
117
Heck Capital Advisors
Wisconsin
SL
118
SWMG LLC
Texas
-33,446 Closed
SPI
119
Sutton Place Investors
New York
-31,100 Closed
HW
120
Hedeker Wealth
Illinois
-28,125 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
-18,368 Closed
CWM
122
Castle Wealth Management
Florida
-14,224 Closed
OIA
123
OneDigital Investment Advisors
Kansas
-11,189 Closed
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
-10,829 Closed
AFP
125
Ausdal Financial Partners
Iowa
-10,818 Closed