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First Trust Short Duration Managed Municipal ETF

70 hedge funds and large institutions have $164M 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, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more capital invested

Capital invested by funds: $115M → $164M (+$48.8M)

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

4.75% more ownership

Funds ownership: 61.55%66.3% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 7470 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
70
Holders Change
-4
Holders Change %
-5.41%
% of All Funds
1.1%
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
22
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.6M +$31.9M +1,560,547 +181%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$14.9M +$13M +634,540 +586%
HighTower Advisors
3
HighTower Advisors
Illinois
$14.6M +$487K +23,812 +3%
LPL Financial
4
LPL Financial
California
$13.7M +$2.18M +106,425 +19%
KAS
5
Kestra Advisory Services
Texas
$5.98M +$2.26M +110,467 +59%
PWP
6
Principle Wealth Partners
Connecticut
$5.32M -$453K -22,143 -8%
CCM
7
Condor Capital Management
New Jersey
$4.58M -$72.2K -3,531 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.23M +$714K +34,918 +28%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.21M +$422K +20,651 +15%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.93M +$226K +11,025 +8%
HW
11
Hedeker Wealth
Illinois
$2.66M +$108K +5,256 +4%
SCA
12
Snowden Capital Advisors
New York
$2.64M +$1.25M +61,326 +87%
Jane Street
13
Jane Street
New York
$2.59M +$1.17M +57,325 +80%
Osaic Holdings
14
Osaic Holdings
Arizona
$2.54M +$434K +21,226 +17%
AI
15
Atria Investments
North Carolina
$2.27M -$7.96K -389 -0.3%
SPI
16
Sutton Place Investors
New York
$2.25M -$72.4K -3,540 -3%
BFG
17
Barber Financial Group
Kansas
$2.09M -$82.8K -4,050 -4%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.85M -$640K -31,288 -25%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.84M +$458K +22,412 +32%
RWB
20
RMR Wealth Builders
New Jersey
$1.79M +$1.08M +52,994 +146%
RJA
21
Raymond James & Associates
Florida
$1.77M -$601K -29,375 -25%
FPWM
22
FSB Premier Wealth Management
Iowa
$1.56M -$3.35K -164 -0.2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.23M -$311K -15,214 -20%
WWMSC
24
Wagner Wealth Management (South Carolina)
South Carolina
$1.08M +$631K +30,839 +135%
DFA
25
DHJJ Financial Advisors
Illinois
$958K -$15.6K -763 -2%