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First Trust Short Duration Managed Municipal ETF

98 hedge funds and large institutions have $246M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+12
Holders Change %
+13.95%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
20
Increased
37
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.4M 2,531,517 +1,010,998 +66%
LWA
2
LWS Wealth Advisors
New Jersey
$29.7M 1,524,778 +1,524,778 New
LPL Financial
3
LPL Financial
California
$24.3M 1,244,888 +48,346 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$16.7M 857,593 +2,385 +0.3%
HighTower Advisors
5
HighTower Advisors
Illinois
$14.2M 729,843 -480,650 -40%
KAS
6
Kestra Advisory Services
Texas
$8.36M 428,794 +22,533 +6%
BCI
7
Brinker Capital Investments
Pennsylvania
$6.44M 330,166 +330,166 New
TA
8
TruWealth Advisors
Louisiana
$6.07M 311,400 +311,400 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.92M 303,469 +87,104 +40%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.86M 249,187 +86,051 +53%
RWB
11
RMR Wealth Builders
New Jersey
$4.55M 233,588 +112,803 +93%
SWP
12
Stratos Wealth Partners
Ohio
$3.82M 195,709 +87,542 +81%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.7M 189,591 +29,220 +18%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$3.43M 175,867 -365 -0.2%
UBS Group
15
UBS Group
Switzerland
$3.36M 172,236 +14,096 +9%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$2.45M 125,810 +24,021 +24%
NA
17
NewEdge Advisors
Louisiana
$2.43M 124,587 +38,972 +46%
IA
18
IFP Advisors
Florida
$2.32M 116,047 +68,735 +145%
ARG
19
Advisory Resource Group
Oklahoma
$2.21M 113,555 -2,653 -2%
HCA
20
Heck Capital Advisors
Wisconsin
$2.15M 110,481 +110,481 New
AI
21
Atria Investments
North Carolina
$2.1M 107,703 -428 -0.4%
PAG
22
Private Advisor Group
New Jersey
$1.91M 97,876 +1,859 +2%
MIAN
23
Mariner Independent Advisor Network
Kansas
$1.88M 96,665 +29,466 +44%
AFP
24
Ausdal Financial Partners
Iowa
$1.87M 96,008 -49,988 -34%
FPWM
25
FSB Premier Wealth Management
Iowa
$1.69M 86,549 +8,453 +11%