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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
49
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
101
Iams Wealth Management
Nebraska
$219K -$2.37K -119 -1%
CAL
102
Capital Analysts LLC
Pennsylvania
$217K +$29.7K +1,496 +16%
AWA
103
Alta Wealth Advisors
Massachusetts
$216K +$636 +32 +0.3%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$204K
VCM
105
Virtue Capital Management
Tennessee
$202K +$202K +10,153 New
LI
106
LVZ Inc
Michigan
$200K
Mariner
107
Mariner
Kansas
$200K -$21.6K -1,089 -10%
KWM
108
Kingsview Wealth Management
Oregon
$199K
PTC
109
Private Trust Company
Ohio
$190K +$178K +8,965 +1,455%
PB
110
Pinnacle Bancorp
Nebraska
$148K
NS
111
NBC Securities
Alabama
$112K +$112K +5,669 +113,380%
FRA
112
Front Row Advisors
California
$99.4K
FFA
113
Farther Finance Advisors
California
$79.1K -$1.91K -96 -2%
GEA
114
Glen Eagle Advisors
New Jersey
$69.3K
US Bancorp
115
US Bancorp
Minnesota
$55K
HI
116
Harbour Investments
Wisconsin
$54.5K
CFD
117
Creative Financial Designs
Indiana
$53.2K
LFG
118
Larson Financial Group
Missouri
$37.3K +$2.62K +132 +8%
CAM
119
Creekmur Asset Management
Illinois
$34.8K
PS
120
Principal Securities
Iowa
$30.8K
SPIA
121
Steward Partners Investment Advisory
New York
$29.8K -$11.9K -600 -29%
T
122
Tidemark
California
$18.5K
MCM
123
MAI Capital Management
Ohio
$13.2K -$561K -28,241 -98%
GA
124
GoalVest Advisory
New York
$10.3K
CI
125
CX Institutional
Indiana
$10K +$10K +500 New