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First Trust Short Duration Managed Municipal ETF

108 hedge funds and large institutions have $321M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 32 reducing their positions, and 12 closing their positions.

Holders
108
Holders Change
+3
Holders Change %
+2.86%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
41
Reduced
32
Closed
12
Calls
Puts
$478K
Net Calls
-$478K
Net Calls Change
-$478K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$86M 4,354,410 +609,924 +16%
LPL Financial
2
LPL Financial
California
$26.5M 1,341,566 -14,794 -1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$25.3M 1,279,416 -86,935 -6%
OPS
4
Orion Portfolio Solutions
Nebraska
$10.2M 515,283 +214,030 +71%
BCI
5
Brinker Capital Investments
Pennsylvania
$10.2M 515,283 +214,030 +71%
TA
6
TruWealth Advisors
Louisiana
$9.56M 484,089 +39,327 +9%
HighTower Advisors
7
HighTower Advisors
Illinois
$9.24M 467,888 -385,569 -45%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.46M 428,466 -115,288 -21%
RWB
9
RMR Wealth Builders
New Jersey
$7.58M 384,042 +103,369 +37%
OAJ
10
Ogorek Anthony Joseph
New York
$7.54M 382,151 -755 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.42M 376,099 +48,308 +15%
UBS Group
12
UBS Group
Switzerland
$6.72M 340,283 +34,927 +11%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.56M 230,969 -51,107 -18%
KAS
14
Kestra Advisory Services
Texas
$4.32M 218,637 -20,488 -9%
FHC
15
First Heartland Consultants
Missouri
$4.16M 210,685 +197,435 +1,490%
NP
16
Nilsine Partners
Colorado
$4.06M 205,547 -12,188 -6%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.01M 203,109 -42,630 -17%
Mariner
18
Mariner
Kansas
$3.85M 194,954 +43,506 +29%
GVAG
19
Great Valley Advisor Group
Delaware
$3.76M 190,454 +90,710 +91%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$3.65M 184,919 +6,084 +3%
VWA
21
Visionary Wealth Advisors
Illinois
$3.64M 184,182 +184,182 New
CCM
22
Condor Capital Management
New Jersey
$3.34M 169,400 +13,228 +8%
Stifel Financial
23
Stifel Financial
Missouri
$2.75M 139,494 +6,902 +5%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.72M 137,675 -2,788 -2%
IA
25
IFP Advisors
Florida
$2.55M 129,253 -2,635 -2%