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First Trust Short Duration Managed Municipal ETF

58 hedge funds and large institutions have $83.8M invested in First Trust Short Duration Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 10

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $73.6M → $83.8M (+$10.1M)

9% more funds holding

Funds holding: 5358 (+5)

5.07% less ownership

Funds ownership: 59.7%54.63% (-5.1%)

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
31
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.2M +$1.02M +48,781 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.39M
PWP
3
Principle Wealth Partners
Connecticut
$5.57M +$976K +46,620 +21%
Morgan Stanley
4
Morgan Stanley
New York
$5.38M +$5.4M +257,992 New
CCM
5
Condor Capital Management
New Jersey
$4.05M +$660K +31,528 +19%
KAS
6
Kestra Advisory Services
Texas
$3.64M +$1.49M +71,036 +69%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$3.53M +$470K +22,425 +15%
HW
8
Hedeker Wealth
Illinois
$2.48M +$2.49M +118,861 New
Osaic Holdings
9
Osaic Holdings
Arizona
$2.42M -$86.2K -4,115 -3%
CAN
10
Cetera Advisor Networks
California
$2.38M +$46.9K +2,240 +2%
BFG
11
Barber Financial Group
Kansas
$2.37M +$427K +20,384 +22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.34M +$2.35M +112,145 New
RJA
13
Raymond James & Associates
Florida
$2.34M +$636K +30,392 +37%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.33M +$1.15M +54,720 +96%
AI
15
Atria Investments
North Carolina
$2.05M +$266K +12,693 +15%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.98M -$468K -22,356 -19%
FPWM
17
FSB Premier Wealth Management
Iowa
$1.66M +$10.8K +515 +0.7%
SWP
18
Stratos Wealth Partners
Ohio
$1.55M -$120K -5,745 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.49M +$452K +21,562 +43%
NWM
20
Northwest Wealth Management
Iowa
$1.24M -$300K -14,320 -19%
DFA
21
DHJJ Financial Advisors
Illinois
$1.01M +$42.3K +2,019 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$962K -$1.28M -61,005 -57%
MIAN
23
Mariner Independent Advisor Network
Kansas
$884K +$28.5K +1,362 +3%
FTUS
24
Flow Traders U.S.
New York
$773K -$1.84M -88,028 -70%
Truist Financial
25
Truist Financial
North Carolina
$762K +$4.23K +202 +0.6%