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First Trust Ultra Short Duration Municipal ETF

85 hedge funds and large institutions have $145M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 9 closing their positions.

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
31
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.1M 802,439 +106,035 +15%
LPL Financial
2
LPL Financial
California
$14.8M 734,455 -18,108 -2%
NA
3
NewEdge Advisors
Louisiana
$13.1M 650,815 -4,315 -0.7%
Wells Fargo
4
Wells Fargo
California
$11.8M 588,734 +16,604 +3%
XF
5
XML Financial
Maryland
$9.68M 481,549 +481,549 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.09M 352,704 +21,394 +6%
MFG
7
Mainsail Financial Group
Washington
$5.73M 284,590 +3,080 +1%
Raymond James Financial
8
Raymond James Financial
Florida
$5.56M 276,645 +32,054 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.47M 222,217 +1,480 +0.7%
UBS Group
10
UBS Group
Switzerland
$3.85M 191,751 +383 +0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.49M 173,775 -96,521 -36%
KAS
12
Kestra Advisory Services
Texas
$3.07M 152,687 +6,106 +4%
JWCA
13
J.W. Cole Advisors
Florida
$3M 149,331 +6,429 +4%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$2.79M 138,830 -26,504 -16%
JIR
15
James Investment Research
Ohio
$2.78M 138,262 -549 -0.4%
IIL
16
Insight Inv LLC
California
$2.61M 129,995 +17,550 +16%
Truist Financial
17
Truist Financial
North Carolina
$2.4M 119,557 +103,315 +636%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$2.17M 108,194 -6,773 -6%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.52M 75,838 +42,940 +131%
IWA
20
Inspirion Wealth Advisors
Illinois
$1.49M 74,361 -12,900 -15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$1.45M 72,008 +8,217 +13%
KPWS
22
Kestra Private Wealth Services
Texas
$1.38M 68,512 +49,827 +267%
Stifel Financial
23
Stifel Financial
Missouri
$1.36M 67,641 -23,162 -26%
SPC
24
Sigma Planning Corp
Michigan
$1.33M 66,304 -5,236 -7%
SNWA
25
Siligmueller & Norvid Wealth Advisors
Illinois
$1.32M 65,724 -10,652 -14%