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First Trust Short Duration Managed Municipal ETF

12 hedge funds and large institutions have $19M invested in First Trust Short Duration Managed Municipal ETF in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding

Funds holding: 712 (+5)

5% less capital invested

Capital invested by funds: $19.9M → $19M (-$930K)

5.05% less ownership

Funds ownership: 98.74%93.69% (-5.1%)

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
12
Holders Change
+5
Holders Change %
+71.43%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
1
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$4.05M
CS
2
Credit Suisse
Switzerland
$3.98M -$68.7K -3,398 -2%
Goldman Sachs
3
Goldman Sachs
New York
$3.57M -$484K -23,948 -12%
Deutsche Bank
4
Deutsche Bank
Germany
$3.12M -$734K -36,300 -19%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.29M -$1.4M -69,075 -38%
Jane Street
6
Jane Street
New York
$755K +$753K +37,247 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$664K +$662K +32,761 New
WC
8
Whitnell & Co
Illinois
$252K
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$201K +$200K +9,900 New
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$89K +$25.3K +1,250 +40%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$20K +$19.4K +959 New
APA
12
American Portfolios Advisors
New York
$2.07K +$2.06K +102 New