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First Trust Short Duration Managed Municipal ETF

119 hedge funds and large institutions have $318M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

15% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 40

1% more funds holding

Funds holding: 118119 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.91% less ownership

Funds ownership: 80.91%79% (-1.9%)

7% less capital invested

Capital invested by funds: $341M → $318M (-$22.2M)

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
46
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.6M -$26.4M -1,321,323 -28%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.3M +$3.98M +199,261 +17%
LPL Financial
3
LPL Financial
California
$23.6M -$1.16M -58,274 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$14.5M +$348K +17,431 +2%
RWB
5
RMR Wealth Builders
New Jersey
$14.1M +$1.27M +63,662 +10%
PP
6
PFS Partners
New Jersey
$12.8M +$285K +14,262 +2%
UBS Group
7
UBS Group
Switzerland
$11M -$127K -6,363 -1%
TA
8
TruWealth Advisors
Louisiana
$10.9M +$194K +9,720 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.31M -$177K -8,867 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.88M -$98K -4,913 -1%
EFP
11
EnRich Financial Partners
Wisconsin
$6.08M +$278K +13,922 +5%
KAS
12
Kestra Advisory Services
Texas
$5.61M +$52.4K +2,627 +0.9%
Stifel Financial
13
Stifel Financial
Missouri
$4.91M +$530K +26,544 +12%
NP
14
Nilsine Partners
Colorado
$4.78M +$92.9K +4,657 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.5M +$273K +13,690 +6%
CCM
16
Condor Capital Management
New Jersey
$4.48M +$403K +20,201 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.98M -$937K -46,979 -19%
VWA
18
Visionary Wealth Advisors
Illinois
$3.92M +$23.9K +1,199 +0.6%
Wells Fargo
19
Wells Fargo
California
$3.89M +$410K +20,544 +12%
NA
20
NewEdge Advisors
Louisiana
$3.68M +$588K +29,469 +19%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.52M +$224K +11,210 +7%
BCI
22
Brinker Capital Investments
Pennsylvania
$3.52M -$405K -20,303 -10%
OPS
23
Orion Portfolio Solutions
Nebraska
$3.52M -$405K -20,303 -10%
AF
24
Allworth Financial
California
$3.1M -$174K -8,707 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.58M -$520K -26,046 -17%