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First Trust Short Duration Managed Municipal ETF

13 hedge funds and large institutions have $8.59M invested in First Trust Short Duration Managed Municipal ETF in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

8% more funds holding

Funds holding: 1213 (+1)

40.64% less ownership

Funds ownership: 84.77%44.13% (-41%)

48% less capital invested

Capital invested by funds: $16.4M → $8.59M (-$7.84M)

Holders
13
Holders Change
+1
Holders Change %
+8.33%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$2.77M -$1.33M -65,000 -33%
Goldman Sachs
2
Goldman Sachs
New York
$1.84M -$1.76M -86,000 -49%
MML Investors Services
3
MML Investors Services
Massachusetts
$1.34M +$1.34M +65,407 New
AC
4
Avestar Capital
New York
$1.02M +$1.02M +50,000 New
Jane Street
5
Jane Street
New York
$311K +$20.8K +1,014 +7%
CS
6
Credit Suisse
Switzerland
$294K -$3.54M -172,976 -92%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$284K +$179K +8,719 +170%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$223K +$20.5K +1,000 +10%
LFG
9
Larson Financial Group
Missouri
$206K +$206K +10,037 New
WC
10
Whitnell & Co
Illinois
$203K
FEG
11
Financial Enhancement Group
Indiana
$49K +$49.2K +2,400 New
APA
12
American Portfolios Advisors
New York
$23.4K +$21.3K +1,040 +1,020%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$20K
Deutsche Bank
14
Deutsche Bank
Germany
-$2.46M -120,700 Closed
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
-$1.45M -71,191 Closed
LI
16
LVZ Inc
Michigan
-$201K -9,840 Closed