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First Trust Short Duration Managed Municipal ETF

69 hedge funds and large institutions have $163M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 13 closing their positions.

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
30
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$48.6M 2,421,651 +1,560,547 +181%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.9M 742,883 +634,540 +586%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.6M 726,797 +23,812 +3%
LPL Financial
4
LPL Financial
California
$13.7M 680,016 +106,425 +19%
KAS
5
Kestra Advisory Services
Texas
$5.98M 297,581 +110,467 +59%
PWP
6
Principle Wealth Partners
Connecticut
$5.32M 264,647 -22,143 -8%
CCM
7
Condor Capital Management
New Jersey
$4.58M 227,900 -3,531 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.23M 160,797 +34,918 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.21M 159,918 +20,651 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.93M 145,904 +11,025 +8%
HW
11
Hedeker Wealth
Illinois
$2.66M 132,531 +5,256 +4%
SCA
12
Snowden Capital Advisors
New York
$2.64M 131,596 +61,326 +87%
Jane Street
13
Jane Street
New York
$2.59M 128,902 +57,325 +80%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.54M 147,044 +21,226 +17%
AI
15
Atria Investments
North Carolina
$2.27M 113,230 -389 -0.3%
SPI
16
Sutton Place Investors
New York
$2.25M 113,240 -3,540 -3%
BFG
17
Barber Financial Group
Kansas
$2.09M 103,909 -4,050 -4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.85M 92,093 -31,288 -25%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.84M 91,650 +22,412 +32%
RWB
20
RMR Wealth Builders
New Jersey
$1.8M 89,386 +52,994 +146%
RJA
21
Raymond James & Associates
Florida
$1.77M 88,281 -29,375 -25%
FPWM
22
FSB Premier Wealth Management
Iowa
$1.56M 78,443 -164 -0.2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.23M 61,256 -15,214 -20%
WWM
24
Wagner Wealth Management
South Carolina
$1.08M 53,632 +30,839 +135%
DFA
25
DHJJ Financial Advisors
Illinois
$958K 47,711 -763 -2%