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First Trust Short Duration Managed Municipal ETF

117 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, 45 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
117
Holders Change
+1
Holders Change %
+0.86%
% 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
9
Increased
45
Reduced
40
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.6M 3,376,537 -1,321,323 -28%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$27.3M 1,366,653 +199,261 +17%
LPL Financial
3
LPL Financial
California
$23.6M 1,179,539 -58,274 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$14.5M 726,677 +17,431 +2%
RWB
5
RMR Wealth Builders
New Jersey
$14.1M 706,121 +63,662 +10%
PP
6
PFS Partners
New Jersey
$12.8M 641,826 +14,262 +2%
UBS Group
7
UBS Group
Switzerland
$11M 549,143 -6,363 -1%
TA
8
TruWealth Advisors
Louisiana
$10.9M 543,833 +9,720 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.32M 415,539 -8,867 -2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.88M 394,050 -4,913 -1%
EFP
11
EnRich Financial Partners
Wisconsin
$6.08M 304,000 +13,922 +5%
KAS
12
Kestra Advisory Services
Texas
$5.61M 280,467 +2,627 +0.9%
Stifel Financial
13
Stifel Financial
Missouri
$4.91M 245,600 +26,544 +12%
NP
14
Nilsine Partners
Colorado
$4.78M 239,087 +4,657 +2%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.5M 224,749 +13,690 +6%
CCM
16
Condor Capital Management
New Jersey
$4.48M 223,995 +20,201 +10%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.98M 198,677 -46,979 -19%
VWA
18
Visionary Wealth Advisors
Illinois
$3.92M 195,871 +1,199 +0.6%
Wells Fargo
19
Wells Fargo
California
$3.89M 194,521 +20,544 +12%
NA
20
NewEdge Advisors
Louisiana
$3.68M 184,061 +29,469 +19%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.52M 176,086 +11,210 +7%
OPS
22
Orion Portfolio Solutions
Nebraska
$3.52M 175,848 -20,303 -10%
BCI
23
Brinker Capital Investments
Pennsylvania
$3.52M 175,848 -20,303 -10%
AF
24
Allworth Financial
California
$3.1M 154,791 -8,707 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$2.58M 128,910 -26,046 -17%