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First Trust Short Duration Managed Municipal ETF

53 hedge funds and large institutions have $73.6M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

62% more capital invested

Capital invested by funds: $45.3M → $73.6M (+$28.3M)

23% more funds holding

Funds holding: 4353 (+10)

8.44% more ownership

Funds ownership: 51.26%59.7% (+8.4%)

Holders
53
Holders Change
+10
Holders Change %
+23.26%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
24
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$9.41M +$9.4M +450,000 New
LPL Financial
2
LPL Financial
California
$9.21M -$2M -95,697 -18%
PWP
3
Principle Wealth Partners
Connecticut
$4.61M +$1.12M +53,777 +32%
IC
4
Inscription Capital
Texas
$4.61M +$4.6M +220,258 New
CCM
5
Condor Capital Management
New Jersey
$3.4M +$3.11M +148,674 +1,082%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.07M +$741K +35,471 +32%
FTUS
7
Flow Traders U.S.
New York
$2.61M +$2.14M +102,475 +454%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.51M +$454K +21,736 +22%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.45M -$236K -11,302 -9%
CAN
10
Cetera Advisor Networks
California
$2.34M +$2.34M +111,904 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.24M +$9.53K +456 +0.4%
KAS
12
Kestra Advisory Services
Texas
$2.16M +$919K +43,996 +74%
BFG
13
Barber Financial Group
Kansas
$1.94M +$220K +10,538 +13%
AI
14
Atria Investments
North Carolina
$1.79M +$286K +13,675 +19%
RJA
15
Raymond James & Associates
Florida
$1.71M +$397K +19,020 +30%
SWP
16
Stratos Wealth Partners
Ohio
$1.67M +$349K +16,708 +26%
FPWM
17
FSB Premier Wealth Management
Iowa
$1.65M +$1.65M +78,932 New
NWM
18
Northwest Wealth Management
Iowa
$1.54M -$360K -17,217 -19%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.19M +$62.1K +2,972 +6%
Jane Street
20
Jane Street
New York
$1.1M +$1.1M +52,724 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.04M +$196K +9,363 +23%
DFA
22
DHJJ Financial Advisors
Illinois
$986K -$18.5K -887 -2%
MIAN
23
Mariner Independent Advisor Network
Kansas
$856K +$11.3K +541 +1%
Truist Financial
24
Truist Financial
North Carolina
$759K +$758K +36,310 New
GSC
25
G&S Capital
Colorado
$710K -$672K -32,171 -49%