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First Trust Short Duration Managed Municipal ETF

128 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% 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
22
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
IWM
101
Iams Wealth Management
Nebraska
$221K 11,164 -1,839 -14%
Mariner
102
Mariner
Kansas
$221K 11,138 -8,107 -42%
BWM
103
BlackDiamond Wealth Management
New York
$221K 11,137
AWA
104
Alta Wealth Advisors
Massachusetts
$215K 10,831 -5,612 -34%
MLRA
105
Main Line Retirement Advisors
Montana
$213K 10,728 +81 +0.8%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$204K 10,278
LI
107
LVZ Inc
Michigan
$200K 10,068
KWM
108
Kingsview Wealth Management
Oregon
$198K 10,000 -1,262 -11%
CAL
109
Capital Analysts LLC
Pennsylvania
$187K 9,439
PB
110
Pinnacle Bancorp
Nebraska
$147K 7,433
FRA
111
Front Row Advisors
California
$99.2K 5,000 +5,000 New
FFA
112
Farther Finance Advisors
California
$80.7K 4,070 +4,070 New
GEA
113
Glen Eagle Advisors
New Jersey
$69.2K 3,490
AWM
114
AE Wealth Management
Kansas
$63.6K 3,205 +3,205 New
US Bancorp
115
US Bancorp
Minnesota
$54.9K 2,769
HI
116
Harbour Investments
Wisconsin
$54.4K 2,742 -11,433 -81%
CFD
117
Creative Financial Designs
Indiana
$53.2K 2,679 +2,225 +490%
SPIA
118
Steward Partners Investment Advisory
New York
$41.7K 2,100
CAM
119
Creekmur Asset Management
Illinois
$34.7K 1,750
LFG
120
Larson Financial Group
Missouri
$34.7K 1,747 -10 -0.6%
FMII
121
Farmers & Merchants Investments Inc
Nebraska
$34.4K 1,733 +1,733 New
TAM
122
Tucker Asset Management
Colorado
$30.9K 1,558 +1,558 New
PS
123
Principal Securities
Iowa
$30.8K 1,552
T
124
Tidemark
California
$18.5K 931
PTC
125
Private Trust Company
Ohio
$12.2K 616