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First Trust Short Duration Managed Municipal ETF

112 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, 33 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

3% more funds holding

Funds holding: 109112 (+3)

1.34% more ownership

Funds ownership: 75.13%76.47% (+1.3%)

6% less capital invested

Capital invested by funds: $322M → $302M (-$19.4M)

34% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 50

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
1.78%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
33
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$81.1M -$3.41M -173,311 -4%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$24.9M +$96.6K +4,914 +0.4%
LPL Financial
3
LPL Financial
California
$21.4M -$4.71M -239,799 -18%
HighTower Advisors
4
HighTower Advisors
Illinois
$10.9M +$1.82M +92,423 +20%
TA
5
TruWealth Advisors
Louisiana
$9.75M +$366K +18,643 +4%
Osaic Holdings
6
Osaic Holdings
Arizona
$9.22M +$1.95M +99,293 +26%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.28M -$27K -1,375 -0.3%
RWB
8
RMR Wealth Builders
New Jersey
$7.61M +$171K +8,713 +2%
OAJ
9
Ogorek Anthony Joseph
New York
$6.97M -$441K -22,439 -6%
UBS Group
10
UBS Group
Switzerland
$6.77M +$175K +8,903 +3%
Jane Street
11
Jane Street
New York
$5.15M +$4.88M +248,425 +1,462%
BCI
12
Brinker Capital Investments
Pennsylvania
$5.06M -$5M -254,116 -49%
OPS
13
Orion Portfolio Solutions
Nebraska
$5.06M -$5M -254,116 -49%
KAS
14
Kestra Advisory Services
Texas
$4.85M +$616K +31,344 +14%
NP
15
Nilsine Partners
Colorado
$4.22M +$234K +11,909 +6%
CCM
16
Condor Capital Management
New Jersey
$3.61M +$332K +16,904 +10%
Mariner
17
Mariner
Kansas
$3.6M -$180K -9,176 -5%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$3.48M -$106K -5,374 -3%
GVAG
19
Great Valley Advisor Group
Delaware
$3.46M -$238K -12,105 -6%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.38M -$560K -28,482 -14%
VWA
21
Visionary Wealth Advisors
Illinois
$3.03M -$548K -27,870 -15%
Stifel Financial
22
Stifel Financial
Missouri
$2.72M +$17.1K +868 +0.6%
NA
23
NewEdge Advisors
Louisiana
$2.45M -$32.3K -1,644 -1%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.33M -$345K -17,574 -13%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.28M -$2.22M -113,164 -49%