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First Trust Short Duration Managed Municipal ETF

118 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 40 increasing their positions, 45 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

3% more capital invested

Capital invested by funds: $332M → $341M (+$9.23M)

0.56% more ownership

Funds ownership: 80.35%80.91% (+0.56%)

0% more funds holding

Funds holding: 118118 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 45

Holders
118
Holders Change
Holders Change %
0%
% 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
11
Increased
40
Reduced
45
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$92.9M +$11.4M +575,686 +14%
LPL Financial
2
LPL Financial
California
$24.5M -$1.56M -78,814 -6%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$23.1M -$767K -38,793 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$14M +$327K +16,526 +2%
RWB
5
RMR Wealth Builders
New Jersey
$12.7M +$673K +34,026 +6%
PP
6
PFS Partners
New Jersey
$12.4M +$147K +7,457 +1%
UBS Group
7
UBS Group
Switzerland
$11M -$24.3K -1,228 -0.2%
TA
8
TruWealth Advisors
Louisiana
$10.6M -$293K -14,825 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.39M -$258K -13,071 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.89M +$292K +14,752 +4%
EFP
11
EnRich Financial Partners
Wisconsin
$5.73M -$285K -14,438 -5%
KAS
12
Kestra Advisory Services
Texas
$5.49M +$1.1M +55,763 +25%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.86M +$407K +20,578 +9%
Jane Street
14
Jane Street
New York
$4.82M +$2.87M +145,198 +148%
NP
15
Nilsine Partners
Colorado
$4.63M +$81.3K +4,113 +2%
Stifel Financial
16
Stifel Financial
Missouri
$4.33M +$1.64M +82,739 +61%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.17M -$724K -36,628 -15%
CCM
18
Condor Capital Management
New Jersey
$4.03M +$218K +11,034 +6%
BCI
19
Brinker Capital Investments
Pennsylvania
$3.88M -$383K -19,353 -9%
OPS
20
Orion Portfolio Solutions
Nebraska
$3.88M -$383K -19,353 -9%
VWA
21
Visionary Wealth Advisors
Illinois
$3.85M +$377K +19,073 +11%
Wells Fargo
22
Wells Fargo
California
$3.44M -$50.3K -2,542 -1%
JP Morgan Chase
23
JP Morgan Chase
New York
$3.26M +$335K +16,942 +11%
AF
24
Allworth Financial
California
$3.25M +$423K +21,416 +15%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.06M -$919K -46,477 -23%