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First Trust Ultra Short Duration Municipal ETF

91 hedge funds and large institutions have $168M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$1.8M
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$1.56M
Stifel Financial
28
Stifel Financial
Missouri
$1.34M
ATPW
29
Ashton Thomas Private Wealth
Arizona
$1.23M
SF
30
Summit Financial
New Jersey
$1.19M
HI
31
Harbour Investments
Wisconsin
$1.17M
BFG
32
Bleakley Financial Group
New Jersey
$1.15M
Goldman Sachs
33
Goldman Sachs
New York
$984K
SWM
34
Schwallier Wealth Management
Michigan
$983K
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$979K
PAG
36
Private Advisor Group
New Jersey
$948K
MP
37
McDonald Partners
Ohio
$874K
WCM
38
WealthBridge Capital Management
Ohio
$872K
SI
39
Stephens Inc
Arkansas
$836K
UWP
40
Uniting Wealth Partners
Kansas
$833K
PFS
41
Prospera Financial Services
Texas
$776K
CAL
42
Capital Analysts LLC
Pennsylvania
$719K
CAG
43
Csenge Advisory Group
Florida
$704K
MWM
44
Modern Wealth Management
Kansas
$662K
WIM
45
Westside Investment Management
California
$603K
DAS
46
Dynamic Advisor Solutions
Arizona
$568K
MWM
47
Meridian Wealth Management
Kentucky
$568K
CIAS
48
Capital Investment Advisory Services
North Carolina
$566K
Citadel Advisors
49
Citadel Advisors
Florida
$534K
CWA
50
Crux Wealth Advisors
California
$484K