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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $377M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$11.2M
2 +$2.1M
3 +$1.99M
4
JP Morgan Chase
JP Morgan Chase
New York
+$1.56M
5
AF
Allworth Financial
California
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
101
BlackDiamond Wealth Management
New York
$212K
IA
102
IFG Advisory
Georgia
$206K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$205K
LI
104
LVZ Inc
Michigan
$200K
KWM
105
Kingsview Wealth Management
Oregon
$199K
PTC
106
Private Trust Company
Ohio
$191K
PB
107
Pinnacle Bancorp
Nebraska
$148K
NS
108
NBC Securities
Alabama
$113K
FFA
109
Farther Finance Advisors
California
$103K
FRA
110
Front Row Advisors
California
$99.5K
GEA
111
Glen Eagle Advisors
New Jersey
$69.5K
US Bancorp
112
US Bancorp
Minnesota
$55.1K
HI
113
Harbour Investments
Wisconsin
$54.2K
CFD
114
Creative Financial Designs
Indiana
$53.3K
CA
115
CoreCap Advisors
Michigan
$38.6K
CAM
116
Creekmur Asset Management
Illinois
$34.8K
EWM
117
Evolution Wealth Management
Florida
$32.6K
LFG
118
Larson Financial Group
Missouri
$32.4K
PS
119
Principal Securities
Iowa
$30.9K
SPIA
120
Steward Partners Investment Advisory
New York
$29.9K
TSMHT
121
Thurston Springer Miller Herd & Titak
Indiana
$19.9K
VWM
122
Vermillion Wealth Management
Minnesota
$16.7K
T
123
Tidemark
California
$16.5K
MCM
124
MAI Capital Management
Ohio
$13.2K
CI
125
CX Institutional
Indiana
$10K