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First Trust Short Duration Managed Municipal ETF

42 hedge funds and large institutions have $45M 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, 5 reducing their positions, and 4 closing their positions.

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
23
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$11.2M 536,137 +270,996 +102%
PWP
2
Principle Wealth Partners
Connecticut
$3.47M 166,481 +56,157 +51%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.68M 128,648 +10,021 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M 111,451 +34,174 +44%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.22M 106,686 +9,255 +9%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.05M 98,265 +27,337 +39%
NWM
7
Northwest Wealth Management
Iowa
$1.89M 90,941
BFG
8
Barber Financial Group
Kansas
$1.72M 82,426 +24,911 +43%
AI
9
Atria Investments
North Carolina
$1.49M 71,728 +7,698 +12%
GSC
10
G&S Capital
Colorado
$1.38M 66,146 -74,131 -53%
SWP
11
Stratos Wealth Partners
Ohio
$1.31M 63,110 +1,121 +2%
RJA
12
Raymond James & Associates
Florida
$1.3M 62,593 +32,361 +107%
KAS
13
Kestra Advisory Services
Texas
$1.24M 59,338 +29,315 +98%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.12M 53,957 -2,603 -5%
DFA
15
DHJJ Financial Advisors
Illinois
$1M 48,059 +1,549 +3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$842K 40,470 +3,976 +11%
MIAN
17
Mariner Independent Advisor Network
Kansas
$841K 40,400 +3,434 +9%
LA
18
LexAurum Advisors
Kansas
$777K 37,346 -6,817 -15%
HI
19
Harbour Investments
Wisconsin
$669K 32,139 +32,139 New
LI
20
LVZ Inc
Michigan
$509K 24,460
FAIM
21
Financial Advocates Investment Management
Washington
$490K 23,540 +8,309 +55%
FTUS
22
Flow Traders U.S.
New York
$470K 22,577 +5,672 +34%
SPC
23
Sigma Planning Corp
Michigan
$446K 21,408 +4,291 +25%
AWA
24
Alta Wealth Advisors
Massachusetts
$422K 20,287 +4,963 +32%
MSAM
25
Moloney Securities Asset Management
Missouri
$372K 17,878