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First Trust Short Duration Managed Municipal ETF

127 hedge funds and large institutions have $358M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 49 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
127
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
49
Reduced
46
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.3M 3,590,098 +48,663 +1%
Raymond James Financial
2
Raymond James Financial
Florida
$33.7M 1,698,479 +134,618 +9%
LPL Financial
3
LPL Financial
California
$24.6M 1,236,069 -82,318 -6%
HighTower Advisors
4
HighTower Advisors
Illinois
$16.3M 822,443 +90,316 +12%
RWB
5
RMR Wealth Builders
New Jersey
$16.2M 813,010 +100,756 +14%
PP
6
PFS Partners
New Jersey
$15M 752,583 -277 -0%
UBS Group
7
UBS Group
Switzerland
$14.1M 707,860 +127,230 +22%
TA
8
TruWealth Advisors
Louisiana
$11.7M 591,128 +43,566 +8%
Rockefeller Capital Management
9
Rockefeller Capital Management
New York
$8.52M 428,724 +340,317 +385%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$8.45M 424,996 +15,155 +4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.06M 405,680 +17,792 +5%
EFP
12
EnRich Financial Partners
Wisconsin
$7.44M 374,385 +33,286 +10%
NA
13
NewEdge Advisors
Louisiana
$7.36M 370,242 +176,922 +92%
CCM
14
Condor Capital Management
New Jersey
$4.63M 232,827 +5,006 +2%
Wells Fargo
15
Wells Fargo
California
$4.45M 224,100 +14,085 +7%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.43M 222,729 -14,890 -6%
NP
17
Nilsine Partners
Colorado
$4.39M 220,773 -31,527 -12%
Stifel Financial
18
Stifel Financial
Missouri
$4.15M 208,872 -13,459 -6%
PGFC
19
Peapack-Gladstone Financial Corp
New Jersey
$3.59M 180,554 +180,554 New
AF
20
Allworth Financial
California
$3.52M 178,931 -4,425 -2%
PSCM
21
Per Stirling Capital Management
Texas
$3.38M 170,013 +47 +0%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.33M 167,557 -7,706 -4%
KAS
23
Kestra Advisory Services
Texas
$3.27M 164,322 -89,477 -35%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.16M 159,226 -2,257 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$3.13M 157,690 +23,760 +18%