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First Trust Short Duration Managed Municipal ETF

138 hedge funds and large institutions have $416M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
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
FRA
126
Front Row Advisors
California
$100K
US Bancorp
127
US Bancorp
Minnesota
$98K
TAM
128
Tucker Asset Management
Colorado
$82.2K
GEA
129
Glen Eagle Advisors
New Jersey
$80.1K
CI
130
CX Institutional
Indiana
$60K
HBW
131
Hazlett, Burt & Watson
West Virginia
$55K
EWM
132
Evolution Wealth Management
Florida
$32.9K
SPIA
133
Steward Partners Investment Advisory
New York
$30.1K
T
134
Tidemark
California
$16.7K
PTC
135
Private Trust Company
Ohio
$12.3K
LWMI
136
Legacy Wealth Management (Idaho)
Idaho
$5.93K
VWM
137
Vermillion Wealth Management
Minnesota
$5.39K
LFG
138
Larson Financial Group
Missouri
$749
ARG
139
Advisory Resource Group
Oklahoma
VWA
140
Visionary Wealth Advisors
Illinois
Citadel Advisors
141
Citadel Advisors
Florida
CGH
142
Crossmark Global Holdings
Texas
UWP
143
Uniting Wealth Partners
Kansas
Goldman Sachs
144
Goldman Sachs
New York
ATPW
145
Ashton Thomas Private Wealth
Arizona
CCA
146
Clearwater Capital Advisors
Illinois
IWA
147
Integrity Wealth Advisors
California
TIAA Trust, National Association
148
TIAA Trust, National Association
North Carolina
PS
149
Principal Securities
Iowa
ASN
150
Advisory Services Network
Georgia