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First Trust Short Duration Managed Municipal ETF

31 hedge funds and large institutions have $27.5M invested in First Trust Short Duration Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

34% more capital invested

Capital invested by funds: $20.5M → $27.5M (+$6.99M)

29% more funds holding

Funds holding: 2431 (+7)

3.29% more ownership

Funds ownership: 53.81%57.11% (+3.3%)

Holders
31
Holders Change
+7
Holders Change %
+29.17%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
9
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.59M +$246K +12,166 +7%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.62M -$684K -33,767 -21%
LA
3
LexAurum Advisors
Kansas
$2.49M +$2.46M +121,379 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.39M +$55.9K +2,759 +2%
Jane Street
5
Jane Street
New York
$2.05M +$2.02M +99,913 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.04M +$333K +16,443 +20%
SWP
7
Stratos Wealth Partners
Ohio
$1.67M +$349K +17,249 +27%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.51M -$380K -18,757 -20%
AC
9
Avestar Capital
New York
$1.44M -$320K -15,800 -18%
OIA
10
OneDigital Investment Advisors
Kansas
$985K +$164K +8,093 +20%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$953K +$940K +46,420 New
BFG
12
Barber Financial Group
Kansas
$813K +$305K +15,043 +61%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$578K +$570K +28,155 New
LI
14
LVZ Inc
Michigan
$502K
FTUS
15
Flow Traders U.S.
New York
$461K +$455K +22,442 New
NFG
16
Norris Financial Group
South Carolina
$438K -$22.2K -1,097 -5%
PWP
17
Principle Wealth Partners
Connecticut
$408K +$486 +24 +0.1%
MSAM
18
Moloney Securities Asset Management
Missouri
$382K +$377K +18,622 New
CBFP
19
Cedar Brook Financial Partners
Ohio
$357K +$352K +17,389 New
LFG
20
Larson Financial Group
Missouri
$340K +$34.1K +1,686 +11%
CS
21
Credit Suisse
Switzerland
$281K
TCWM
22
Total Clarity Wealth Management
Illinois
$236K +$233K +11,500 New
SCA
23
Snowden Capital Advisors
New York
$226K
APA
24
American Portfolios Advisors
New York
$207K +$34.1K +1,685 +20%
JCM
25
Jacobi Capital Management
Pennsylvania
$202K +$200K +9,858 New