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First Trust Short Duration Managed Municipal ETF

119 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

1% more funds holding

Funds holding: 118119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.91% less ownership

Funds ownership: 80.91%79% (-1.9%)

7% less capital invested

Capital invested by funds: $341M → $318M (-$22.2M)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
46
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$206K
IA
102
IFG Advisory
Georgia
$205K +$1.5K +75 +0.7%
LI
103
LVZ Inc
Michigan
$201K
CAL
104
Capital Analysts LLC
Pennsylvania
$189K -$12K -600 -6%
PB
105
Pinnacle Bancorp
Nebraska
$149K
NS
106
NBC Securities
Alabama
$71K +$519 +26 +0.7%
HGERS
107
Householder Group Estate & Retirement Specialist
Arizona
$70K
GEA
108
Glen Eagle Advisors
New Jersey
$69.8K
US Bancorp
109
US Bancorp
Minnesota
$55.4K
CAS
110
Coppell Advisory Solutions
Texas
$50.6K -$42.2K -2,117 -46%
SPIA
111
Steward Partners Investment Advisory
New York
$42K -$629K -31,507 -94%
LFG
112
Larson Financial Group
Missouri
$35.2K -$5.33K -267 -13%
CAM
113
Creekmur Asset Management
Illinois
$35K
PS
114
Principal Securities
Iowa
$31.1K
NFA
115
Northwest Financial Advisors
Virginia
$20.2K +$20.1K +1,010 New
T
116
Tidemark
California
$18.6K
PTC
117
Private Trust Company
Ohio
$12.3K
GA
118
GoalVest Advisory
New York
$10.3K +$10.3K +516 New
CFD
119
Creative Financial Designs
Indiana
$9.09K
HCA
120
Heck Capital Advisors
Wisconsin
$10
Jane Street
121
Jane Street
New York
-$4.82M -243,625 Closed
CWA
122
Continuum Wealth Advisors
New York
-$507K -25,665 Closed
SPC
123
Sigma Planning Corp
Michigan
-$211K -10,695 Closed
VCM
124
Virtue Capital Management
Tennessee
-$201K -10,153 Closed
EC
125
EdgeRock Capital
Colorado
-$91K -4,603 Closed