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First Trust Short Duration Managed Municipal ETF

140 hedge funds and large institutions have $441M invested in First Trust Short Duration Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

62% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 34

19% more capital invested

Capital invested by funds: $370M → $441M (+$71.6M)

9% more funds holding

Funds holding: 129140 (+11)

6.02% more ownership

Funds ownership: 81.16%87.18% (+6%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
1.7%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
25
Increased
55
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$88.5M +$337K +16,783 +0.4%
Corient Private Wealth
2
Corient Private Wealth
Florida
$49.1M +$25.3M +1,260,467 +106%
LPL Financial
3
LPL Financial
California
$28.5M -$340K -16,934 -1%
RWB
4
RMR Wealth Builders
New Jersey
$20.5M +$1.59M +79,371 +8%
HighTower Advisors
5
HighTower Advisors
Illinois
$17.6M +$927K +46,213 +6%
PP
6
PFS Partners
New Jersey
$13.8M -$287K -14,326 -2%
UBS Group
7
UBS Group
Switzerland
$13.7M +$114K +5,687 +0.8%
TA
8
TruWealth Advisors
Louisiana
$12.4M -$450K -22,422 -3%
NA
9
NewEdge Advisors
Louisiana
$9.77M +$922K +45,972 +10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$9.61M +$545K +27,180 +6%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$9.58M +$1.2M +59,982 +14%
Wells Fargo
12
Wells Fargo
California
$9.25M +$743K +37,034 +9%
Raymond James Financial
13
Raymond James Financial
Florida
$9.2M +$611K +30,485 +7%
EFP
14
EnRich Financial Partners
Wisconsin
$7.94M +$250K +12,443 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.76M +$1.04M +51,626 +15%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.01M -$89.5K -4,465 -1%
NP
17
Nilsine Partners
Colorado
$5.07M +$123K +6,142 +2%
AF
18
Allworth Financial
California
$4.71M -$369K -18,393 -7%
CCM
19
Condor Capital Management
New Jersey
$4.63M -$63.7K -3,178 -1%
Stifel Financial
20
Stifel Financial
Missouri
$4.47M -$259K -12,896 -5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$4.3M +$167K +8,335 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$4.29M -$582K -29,026 -12%
TBF
23
True Blue Financial
Michigan
$4.04M +$4.05M +201,726 New
TFP
24
TrueWealth Financial Partners
Washington
$4.04M +$4.05M +201,726 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.99M +$1.53M +76,219 +62%