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First Trust Short Duration Managed Municipal ETF

108 hedge funds and large institutions have $297M invested in First Trust Short Duration Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
108
Holders Change
+10
Holders Change %
+10.2%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
36
Reduced
33
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$61M 3,088,334 +556,817 +22%
LPL Financial
2
LPL Financial
California
$22.7M 1,152,155 -92,733 -7%
LWA
3
LWS Wealth Advisors
New Jersey
$22.1M 1,118,508 -406,270 -27%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$21.3M 1,079,203 +221,610 +26%
HighTower Advisors
5
HighTower Advisors
Illinois
$18.1M 914,951 +185,108 +25%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.9M 603,169 +413,578 +218%
TA
7
TruWealth Advisors
Louisiana
$8M 405,207 +93,807 +30%
OAJ
8
Ogorek Anthony Joseph
New York
$7.56M 383,207 +383,207 New
UBS Group
9
UBS Group
Switzerland
$7.32M 370,865 +198,629 +115%
Osaic Holdings
10
Osaic Holdings
Arizona
$6.18M 312,893 +9,424 +3%
PSCM
11
Per Stirling Capital Management
Texas
$6.06M 306,988 +306,988 New
BCI
12
Brinker Capital Investments
Pennsylvania
$5.7M 288,801 -41,365 -13%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.28M 267,365 +18,178 +7%
KAS
14
Kestra Advisory Services
Texas
$5.23M 264,779 -164,015 -38%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$5.21M 264,023 +180,709 +217%
Jane Street
16
Jane Street
New York
$4.2M 212,841 +212,841 New
RWB
17
RMR Wealth Builders
New Jersey
$3.95M 200,268 -33,320 -14%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.39M 171,535 -4,332 -2%
AI
19
Atria Investments
North Carolina
$3.35M 169,461 +61,758 +57%
CAN
20
Cetera Advisor Networks
California
$3.25M 164,860 +135,015 +452%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$2.77M 140,303 +107,830 +332%
IA
22
IFP Advisors
Florida
$2.75M 137,817 +21,770 +19%
Stifel Financial
23
Stifel Financial
Missouri
$2.35M 119,227 +84,658 +245%
HCA
24
Heck Capital Advisors
Wisconsin
$2.35M 118,802 +8,321 +8%
Mariner
25
Mariner
Kansas
$2.28M 115,715 +115,715 New