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First Trust Short Duration Managed Municipal ETF

23 hedge funds and large institutions have $20.1M invested in First Trust Short Duration Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$3.27M 162,646 +162,646 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$3.24M 161,204 +161,204 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.28M 113,533 +101,733 +862%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.85M 92,326 +92,326 New
AC
5
Avestar Capital
New York
$1.73M 86,168 +10,663 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.67M 83,091 +82,941 +55,294%
SWP
7
Stratos Wealth Partners
Ohio
$1.29M 64,050 +64,050 New
AI
8
Atria Investments
North Carolina
$809K 40,225 +40,225 New
OIA
9
OneDigital Investment Advisors
Kansas
$802K 39,885 +39,885 New
MML Investors Services
10
MML Investors Services
Massachusetts
$553K 27,534 -30,803 -53%
BFG
11
Barber Financial Group
Kansas
$494K 24,584 +24,584 New
LI
12
LVZ Inc
Michigan
$492K 24,460 +24,460 New
PWP
13
Principle Wealth Partners
Connecticut
$400K 19,880 +19,880 New
LFG
14
Larson Financial Group
Missouri
$299K 14,868 -4,733 -24%
CS
15
Credit Suisse
Switzerland
$275K 13,700
SCA
16
Snowden Capital Advisors
New York
$221K 11,000
FEG
17
Financial Enhancement Group
Indiana
$187K 9,290 +6,890 +287%
APA
18
American Portfolios Advisors
New York
$169K 8,405 +275 +3%
UBS Group
19
UBS Group
Switzerland
$21K 1,038 +1,038 New
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$20K 959
CIAS
21
Capital Investment Advisory Services
North Carolina
$20K 1,000 +1,000 New
CFGS
22
Concourse Financial Group Securities
Alabama
$4K 200 +200 New
FTUS
23
Flow Traders U.S.
New York
-119,155 Closed
Jane Street
24
Jane Street
New York
-54,599 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-10,164 Closed