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First Trust Short Duration Managed Municipal ETF

117 hedge funds and large institutions have $331M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 47 increasing their positions, 36 reducing their positions, and 13 closing their positions.

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
47
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.8M 4,122,174 -4,663,942 -53%
LPL Financial
2
LPL Financial
California
$26.1M 1,316,627 +134,458 +11%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23.9M 1,206,185 +60,221 +5%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.7M 692,720 +131,406 +23%
PP
5
PFS Partners
New Jersey
$12.3M 620,107 +52,580 +9%
RWB
6
RMR Wealth Builders
New Jersey
$12.1M 608,433 +129,078 +27%
UBS Group
7
UBS Group
Switzerland
$11M 556,734 +222,833 +67%
TA
8
TruWealth Advisors
Louisiana
$10.9M 548,938 +26,596 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.68M 437,477 +66,765 +18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.62M 384,211 +62,272 +19%
EFP
11
EnRich Financial Partners
Wisconsin
$6.04M 304,516 -41,576 -12%
MML Investors Services
12
MML Investors Services
Massachusetts
$4.91M 247,687 +9,244 +4%
NP
13
Nilsine Partners
Colorado
$4.57M 230,317 +10,783 +5%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.46M 225,078 +43,052 +24%
KAS
15
Kestra Advisory Services
Texas
$4.4M 222,077 -34,831 -14%
OPS
16
Orion Portfolio Solutions
Nebraska
$4.27M 215,504 -39,552 -16%
BCI
17
Brinker Capital Investments
Pennsylvania
$4.27M 215,504 -39,552 -16%
Osaic Holdings
18
Osaic Holdings
Arizona
$4M 201,433 -128,712 -39%
CCM
19
Condor Capital Management
New Jersey
$3.82M 192,760 +1,443 +0.8%
Wells Fargo
20
Wells Fargo
California
$3.5M 176,519 +80,509 +84%
VWA
21
Visionary Wealth Advisors
Illinois
$3.48M 175,599 +34,608 +25%
NA
22
NewEdge Advisors
Louisiana
$3.02M 152,132 +7,578 +5%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$2.93M 147,934 +763 +0.5%
AF
24
Allworth Financial
California
$2.82M 142,082 -4,824 -3%
Stifel Financial
25
Stifel Financial
Missouri
$2.7M 136,317 -8,202 -6%