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First Trust Short Duration Managed Municipal ETF

105 hedge funds and large institutions have $312M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 42 increasing their positions, 34 reducing their positions, and 16 closing their positions.

Holders
105
Holders Change
-3
Holders Change %
-2.78%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
42
Reduced
34
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$74.4M 3,744,486 +656,152 +21%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.2M 1,366,351 +287,148 +27%
LPL Financial
3
LPL Financial
California
$27M 1,356,360 +204,205 +18%
HighTower Advisors
4
HighTower Advisors
Illinois
$17M 853,457 -61,494 -7%
LWA
5
LWS Wealth Advisors
New Jersey
$11.6M 583,783 -534,725 -48%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.8M 543,754 -59,415 -10%
TA
7
TruWealth Advisors
Louisiana
$8.84M 444,762 +39,555 +10%
OAJ
8
Ogorek Anthony Joseph
New York
$7.61M 382,906 -301 -0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$6.52M 327,791 +14,898 +5%
UBS Group
10
UBS Group
Switzerland
$6.07M 305,356 -65,509 -18%
BCI
11
Brinker Capital Investments
Pennsylvania
$5.99M 301,253 +12,452 +4%
OPS
12
Orion Portfolio Solutions
Nebraska
$5.99M 301,253 +238,822 +383%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.61M 282,076 +14,711 +6%
RWB
14
RMR Wealth Builders
New Jersey
$5.58M 280,673 +80,405 +40%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$4.89M 245,739 -18,284 -7%
KAS
16
Kestra Advisory Services
Texas
$4.75M 239,125 -25,654 -10%
NP
17
Nilsine Partners
Colorado
$4.33M 217,735 +217,735 New
PSCM
18
Per Stirling Capital Management
Texas
$3.63M 182,409 -124,579 -41%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$3.56M 178,835 +7,300 +4%
CAN
20
Cetera Advisor Networks
California
$3.34M 167,971 +3,111 +2%
CCM
21
Condor Capital Management
New Jersey
$3.1M 156,172 +50,178 +47%
Mariner
22
Mariner
Kansas
$3.01M 151,448 +35,733 +31%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$2.79M 140,463 +160 +0.1%
IA
24
IFP Advisors
Florida
$2.64M 131,888 -5,929 -4%
Stifel Financial
25
Stifel Financial
Missouri
$2.64M 132,592 +13,365 +11%