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First Trust Short Duration Managed Municipal ETF

128 hedge funds and large institutions have $341M invested in First Trust Short Duration Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
128
Holders Change
+11
Holders Change %
+9.4%
% 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
22
Increased
46
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$70.3M 3,541,435 +164,898 +5%
Raymond James Financial
2
Raymond James Financial
Florida
$31M 1,563,861 +1,563,861 New
LPL Financial
3
LPL Financial
California
$26.2M 1,318,387 +138,848 +12%
PP
4
PFS Partners
New Jersey
$14.9M 752,860 +111,034 +17%
HighTower Advisors
5
HighTower Advisors
Illinois
$14.5M 732,127 +5,450 +0.7%
RWB
6
RMR Wealth Builders
New Jersey
$14.1M 712,254 +6,133 +0.9%
UBS Group
7
UBS Group
Switzerland
$11.5M 580,630 +31,487 +6%
TA
8
TruWealth Advisors
Louisiana
$10.9M 547,562 +3,729 +0.7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.13M 409,841 -5,698 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.7M 387,888 -6,162 -2%
EFP
11
EnRich Financial Partners
Wisconsin
$6.77M 341,099 +37,099 +12%
KAS
12
Kestra Advisory Services
Texas
$5.04M 253,799 -26,668 -10%
NP
13
Nilsine Partners
Colorado
$5.01M 252,300 +13,213 +6%
MML Investors Services
14
MML Investors Services
Massachusetts
$4.71M 237,619 +12,870 +6%
CCM
15
Condor Capital Management
New Jersey
$4.52M 227,821 +3,826 +2%
Stifel Financial
16
Stifel Financial
Missouri
$4.41M 222,331 -23,269 -9%
Wells Fargo
17
Wells Fargo
California
$4.17M 210,015 +15,494 +8%
VWA
18
Visionary Wealth Advisors
Illinois
$4.15M 209,205 +13,334 +7%
NA
19
NewEdge Advisors
Louisiana
$3.84M 193,320 +9,259 +5%
AF
20
Allworth Financial
California
$3.64M 183,356 +28,565 +18%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.48M 175,263 -823 -0.5%
PSCM
22
Per Stirling Capital Management
Texas
$3.37M 169,966 +78,302 +85%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$3.2M 161,483 -37,194 -19%
BCI
24
Brinker Capital Investments
Pennsylvania
$3M 150,984 -24,864 -14%
OPS
25
Orion Portfolio Solutions
Nebraska
$3M 150,984 -24,864 -14%