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First Trust Short Duration Managed Municipal ETF

129 hedge funds and large institutions have $370M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 55 increasing their positions, 33 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1% less funds holding

Funds holding: 130129 (-1)

0.86% less ownership

Funds ownership: 82.02%81.16% (-0.86%)

2% less capital invested

Capital invested by funds: $379M → $370M (-$9.09M)

Holders
129
Holders Change
-1
Holders Change %
-0.77%
% 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
12
Increased
55
Reduced
33
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$88.3M +$4.85M +242,318 +6%
LPL Financial
2
LPL Financial
California
$28.9M +$1.96M +98,071 +7%
RWB
3
RMR Wealth Builders
New Jersey
$19M +$1.63M +81,683 +9%
HighTower Advisors
4
HighTower Advisors
Illinois
$16.7M -$8.11K -405 -0%
PP
5
PFS Partners
New Jersey
$14.1M -$336K -16,801 -2%
UBS Group
6
UBS Group
Switzerland
$13.7M -$1.61M -80,387 -11%
TA
7
TruWealth Advisors
Louisiana
$12.9M +$384K +19,201 +3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$9.08M -$515K -25,736 -5%
NA
9
NewEdge Advisors
Louisiana
$8.87M +$478K +23,864 +6%
Raymond James Financial
10
Raymond James Financial
Florida
$8.6M -$26.5M -1,323,671 -76%
Wells Fargo
11
Wells Fargo
California
$8.52M +$2.71M +135,276 +47%
Rockefeller Capital Management
12
Rockefeller Capital Management
New York
$8.39M +$36.3K +1,815 +0.4%
EFP
13
EnRich Financial Partners
Wisconsin
$7.7M +$36.4K +1,818 +0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.74M -$96.2K -4,805 -1%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.1M +$928K +46,375 +18%
AF
16
Allworth Financial
California
$5.09M -$58.1K -2,903 -1%
NP
17
Nilsine Partners
Colorado
$4.95M +$405K +20,233 +9%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.88M -$57.4K -2,868 -1%
Stifel Financial
19
Stifel Financial
Missouri
$4.74M +$735K +36,731 +18%
CCM
20
Condor Capital Management
New Jersey
$4.7M +$27.5K +1,375 +0.6%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.14M +$306K +15,271 +8%
PSCM
22
Per Stirling Capital Management
Texas
$3.46M -$251K -12,554 -7%
MML Investors Services
23
MML Investors Services
Massachusetts
$3.05M +$94K +4,697 +3%
FF
24
Francis Financial
$2.97M +$281K +14,058 +11%
ARG
25
Advisory Resource Group
Oklahoma
$2.56M +$52.1K +2,605 +2%