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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $369M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 12 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
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFG Advisory
Georgia
$208K
TIAA Trust, National Association
102
TIAA Trust, National Association
North Carolina
$207K
PFGIA
103
Patriot Financial Group Insurance Agency
Massachusetts
$206K
LI
104
LVZ Inc
Michigan
$202K
KWM
105
Kingsview Wealth Management
Oregon
$201K
PB
106
Pinnacle Bancorp
Nebraska
$149K
NS
107
NBC Securities
Alabama
$116K
FFA
108
Farther Finance Advisors
California
$113K
HI
109
Harbour Investments
Wisconsin
$104K
FRA
110
Front Row Advisors
California
$100K
GEA
111
Glen Eagle Advisors
New Jersey
$80.1K
US Bancorp
112
US Bancorp
Minnesota
$72K
TRCT
113
Tower Research Capital (TRC)
New York
$70.3K
CA
114
CoreCap Advisors
Michigan
$39K
PTC
115
Private Trust Company
Ohio
$35.8K
CAM
116
Creekmur Asset Management
Illinois
$35.1K
PS
117
Principal Securities
Iowa
$34K
EWM
118
Evolution Wealth Management
Florida
$32.9K
ASN
119
Advisory Services Network
Georgia
$32.1K
SPIA
120
Steward Partners Investment Advisory
New York
$30.1K
HBW
121
Hazlett, Burt & Watson
West Virginia
$26K
Corient Private Wealth
122
Corient Private Wealth
Florida
$23.9K
T
123
Tidemark
California
$16.7K
CI
124
CX Institutional
Indiana
$10K
VWM
125
Vermillion Wealth Management
Minnesota
$5.4K