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First Trust Short Duration Managed Municipal ETF

129 hedge funds and large institutions have $370M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 130129 (-1)

0.86% less ownership

Funds ownership: 82.02%81.16% (-0.86%)

2% less capital invested

Capital invested by funds: $379M → $370M (-$9.09M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
55
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$218K +$5.58K +279 +3%
Mariner
102
Mariner
Kansas
$216K -$32.6K -1,627 -13%
IA
103
IFG Advisory
Georgia
$208K
TIAA Trust, National Association
104
TIAA Trust, National Association
North Carolina
$207K +$207K +10,325 New
PFGIA
105
Patriot Financial Group Insurance Agency
Massachusetts
$206K
LI
106
LVZ Inc
Michigan
$202K
KWM
107
Kingsview Wealth Management
Oregon
$201K
PB
108
Pinnacle Bancorp
Nebraska
$149K
NS
109
NBC Securities
Alabama
$116K +$901 +45 +0.8%
FFA
110
Farther Finance Advisors
California
$113K +$9.71K +485 +9%
HI
111
Harbour Investments
Wisconsin
$104K +$49.6K +2,478 +91%
FRA
112
Front Row Advisors
California
$100K
GEA
113
Glen Eagle Advisors
New Jersey
$80.1K +$10K +501 +14%
US Bancorp
114
US Bancorp
Minnesota
$72K +$16.3K +815 +29%
TRCT
115
Tower Research Capital (TRC)
New York
$70.3K +$70K +3,499 +349,900%
CA
116
CoreCap Advisors
Michigan
$39K
PTC
117
Private Trust Company
Ohio
$35.8K -$156K -7,800 -81%
CAM
118
Creekmur Asset Management
Illinois
$35.1K
PS
119
Principal Securities
Iowa
$34K +$2.86K +143 +9%
EWM
120
Evolution Wealth Management
Florida
$32.9K
ASN
121
Advisory Services Network
Georgia
$32.1K +$32K +1,600 New
SPIA
122
Steward Partners Investment Advisory
New York
$30.1K
HBW
123
Hazlett, Burt & Watson
West Virginia
$26K +$26K +1,300 New
Corient Private Wealth
124
Corient Private Wealth
Florida
$23.9K +$23.8M +1,189,923 New
T
125
Tidemark
California
$16.7K