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First Trust Short Duration Managed Municipal ETF

111 hedge funds and large institutions have $302M invested in First Trust Short Duration Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
111
Holders Change
+3
Holders Change %
+2.78%
% of All Funds
1.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
32
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.1M 4,181,099 -173,311 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$24.9M 1,284,330 +4,914 +0.4%
LPL Financial
3
LPL Financial
California
$21.4M 1,101,767 -239,799 -18%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.9M 560,311 +92,423 +20%
TA
5
TruWealth Advisors
Louisiana
$9.75M 502,732 +18,643 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.22M 475,392 +99,293 +26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.28M 427,091 -1,375 -0.3%
RWB
8
RMR Wealth Builders
New Jersey
$7.61M 392,755 +8,713 +2%
OAJ
9
Ogorek Anthony Joseph
New York
$6.97M 359,712 -22,439 -6%
UBS Group
10
UBS Group
Switzerland
$6.77M 349,186 +8,903 +3%
Jane Street
11
Jane Street
New York
$5.15M 265,413 +248,425 +1,462%
BCI
12
Brinker Capital Investments
Pennsylvania
$5.06M 261,167 -254,116 -49%
OPS
13
Orion Portfolio Solutions
Nebraska
$5.06M 261,167 -254,116 -49%
KAS
14
Kestra Advisory Services
Texas
$4.85M 249,981 +31,344 +14%
NP
15
Nilsine Partners
Colorado
$4.22M 217,456 +11,909 +6%
CCM
16
Condor Capital Management
New Jersey
$3.61M 186,304 +16,904 +10%
Mariner
17
Mariner
Kansas
$3.6M 185,778 -9,176 -5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.48M 179,545 -5,374 -3%
GVAG
19
Great Valley Advisor Group
Delaware
$3.46M 178,349 -12,105 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.39M 174,627 -28,482 -14%
VWA
21
Visionary Wealth Advisors
Illinois
$3.03M 156,312 -27,870 -15%
Stifel Financial
22
Stifel Financial
Missouri
$2.72M 140,362 +868 +0.6%
NA
23
NewEdge Advisors
Louisiana
$2.45M 126,141 -1,644 -1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.33M 120,101 -17,574 -13%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.28M 117,805 -113,164 -49%