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First Trust Short Duration Managed Municipal ETF

116 hedge funds and large institutions have $340M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 40 increasing their positions, 44 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
1.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
40
Reduced
44
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$92.9M 4,697,860 +575,686 +14%
LPL Financial
2
LPL Financial
California
$24.5M 1,237,813 -78,814 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23.1M 1,167,392 -38,793 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$14M 709,246 +16,526 +2%
RWB
5
RMR Wealth Builders
New Jersey
$12.7M 642,459 +34,026 +6%
PP
6
PFS Partners
New Jersey
$12.4M 627,564 +7,457 +1%
UBS Group
7
UBS Group
Switzerland
$11M 555,506 -1,228 -0.2%
TA
8
TruWealth Advisors
Louisiana
$10.6M 534,113 -14,825 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.39M 424,406 -13,071 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.89M 398,963 +14,752 +4%
EFP
11
EnRich Financial Partners
Wisconsin
$5.73M 290,078 -14,438 -5%
KAS
12
Kestra Advisory Services
Texas
$5.49M 277,840 +55,763 +25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.86M 245,656 +20,578 +9%
Jane Street
14
Jane Street
New York
$4.82M 243,625 +145,198 +148%
NP
15
Nilsine Partners
Colorado
$4.63M 234,430 +4,113 +2%
Stifel Financial
16
Stifel Financial
Missouri
$4.33M 219,056 +82,739 +61%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.17M 211,059 -36,628 -15%
CCM
18
Condor Capital Management
New Jersey
$4.03M 203,794 +11,034 +6%
OPS
19
Orion Portfolio Solutions
Nebraska
$3.88M 196,151 -19,353 -9%
BCI
20
Brinker Capital Investments
Pennsylvania
$3.88M 196,151 -19,353 -9%
VWA
21
Visionary Wealth Advisors
Illinois
$3.85M 194,672 +19,073 +11%
Wells Fargo
22
Wells Fargo
California
$3.44M 173,977 -2,542 -1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$3.26M 164,876 +16,942 +11%
AF
24
Allworth Financial
California
$3.25M 163,498 +21,416 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.06M 154,956 -46,477 -23%