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First Trust Short Duration Managed Municipal ETF

43 hedge funds and large institutions have $45.3M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 6

21% more capital invested

Capital invested by funds: $37.3M → $45.3M (+$8.01M)

2.11% more ownership

Funds ownership: 49.15%51.26% (+2.1%)

0% more funds holding

Funds holding: 4343 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
43
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$11.2M +$5.65M +270,996 +102%
PWP
2
Principle Wealth Partners
Connecticut
$3.46M +$1.17M +56,157 +51%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.68M +$209K +10,021 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M +$712K +34,174 +44%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.22M +$193K +9,255 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.04M +$570K +27,337 +39%
NWM
7
Northwest Wealth Management
Iowa
$1.89M
BFG
8
Barber Financial Group
Kansas
$1.72M +$519K +24,911 +43%
AI
9
Atria Investments
North Carolina
$1.49M +$160K +7,698 +12%
GSC
10
G&S Capital
Colorado
$1.38M -$1.54M -74,131 -53%
SWP
11
Stratos Wealth Partners
Ohio
$1.31M +$23.4K +1,121 +2%
RJA
12
Raymond James & Associates
Florida
$1.3M +$674K +32,361 +107%
KAS
13
Kestra Advisory Services
Texas
$1.24M +$611K +29,315 +98%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.12M -$54.2K -2,603 -5%
DFA
15
DHJJ Financial Advisors
Illinois
$1M +$32.3K +1,549 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$842K +$82.9K +3,976 +11%
MIAN
17
Mariner Independent Advisor Network
Kansas
$841K +$71.6K +3,434 +9%
LA
18
LexAurum Advisors
Kansas
$777K -$142K -6,817 -15%
HI
19
Harbour Investments
Wisconsin
$669K +$670K +32,139 New
LI
20
LVZ Inc
Michigan
$509K
FAIM
21
Financial Advocates Investment Management
Washington
$490K +$173K +8,309 +55%
FTUS
22
Flow Traders U.S.
New York
$470K +$118K +5,672 +34%
SPC
23
Sigma Planning Corp
Michigan
$446K +$89.4K +4,291 +25%
AWA
24
Alta Wealth Advisors
Massachusetts
$422K +$103K +4,963 +32%
MSAM
25
Moloney Securities Asset Management
Missouri
$372K