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First Trust Short Duration Managed Municipal ETF

56 hedge funds and large institutions have $83M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
56
Holders Change
+5
Holders Change %
+9.8%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
30
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$10.2M 489,221 +48,781 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.39M 450,000
PWP
3
Principle Wealth Partners
Connecticut
$5.57M 266,878 +46,620 +21%
Morgan Stanley
4
Morgan Stanley
New York
$5.38M 257,992 +257,992 New
CCM
5
Condor Capital Management
New Jersey
$4.05M 193,943 +31,528 +19%
KAS
6
Kestra Advisory Services
Texas
$3.64M 174,370 +71,036 +69%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.53M 169,347 +22,425 +15%
HW
8
Hedeker Wealth
Illinois
$2.48M 118,861 +118,861 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.42M 115,886 -4,115 -3%
CAN
10
Cetera Advisor Networks
California
$2.38M 114,144 +2,240 +2%
BFG
11
Barber Financial Group
Kansas
$2.37M 113,348 +20,384 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.34M 112,145 +112,145 New
RJA
13
Raymond James & Associates
Florida
$2.34M 112,005 +30,392 +37%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.33M 111,649 +54,720 +96%
AI
15
Atria Investments
North Carolina
$2.05M 98,096 +12,693 +15%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.98M 94,990 -22,356 -19%
FPWM
17
FSB Premier Wealth Management
Iowa
$1.66M 79,447 +515 +0.7%
SWP
18
Stratos Wealth Partners
Ohio
$1.55M 74,073 -5,745 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.49M 71,395 +21,562 +43%
NWM
20
Northwest Wealth Management
Iowa
$1.24M 59,404 -14,320 -19%
DFA
21
DHJJ Financial Advisors
Illinois
$1.01M 49,191 +2,019 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$962K 46,137 -61,005 -57%
MIAN
23
Mariner Independent Advisor Network
Kansas
$884K 42,303 +1,362 +3%
FTUS
24
Flow Traders U.S.
New York
$773K 37,024 -88,028 -70%
Truist Financial
25
Truist Financial
North Carolina
$762K 36,512 +202 +0.6%