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First Trust Ultra Short Duration Municipal ETF

78 hedge funds and large institutions have $139M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 9 closing their positions.

Holders
78
Holders Change
-3
Holders Change %
-3.7%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
31
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.05M 52,204 -70,202 -57%
WIM
27
Westside Investment Management
California
$1.01M 50,000
ATPW
28
Ashton Thomas Private Wealth
Arizona
$989K 49,150 -6,661 -12%
RJA
29
Raymond James & Associates
Florida
$979K 48,694 +1,125 +2%
MWM
30
Mattern Wealth Management
Kansas
$952K 47,304
MP
31
McDonald Partners
Ohio
$915K 45,500
SI
32
Stephens Inc
Arkansas
$837K 41,611 +6,095 +17%
Jane Street
33
Jane Street
New York
$765K 38,051 -26,458 -41%
NW
34
Naviter Wealth
Arkansas
$724K 35,977 -25,058 -41%
TCOO
35
Trust Company of Oklahoma
Oklahoma
$696K 34,625
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$677K 33,662 +523 +2%
PFS
37
Prospera Financial Services
Texas
$643K 31,979 +31,979 New
EH
38
Equitable Holdings
New York
$633K 31,450 -175 -0.6%
Envestnet Portfolio Solutions
39
Envestnet Portfolio Solutions
Illinois
$596K 29,644 +588 +2%
DAS
40
Dynamic Advisor Solutions
Arizona
$565K 28,071 +3,870 +16%
CAG
41
Csenge Advisory Group
Florida
$564K 28,000 +3,000 +12%
VWA
42
Visionary Wealth Advisors
Illinois
$556K 27,619 +415 +2%
Comerica Bank
43
Comerica Bank
Texas
$513K 25,521 +841 +3%
CIAS
44
Capital Investment Advisory Services
North Carolina
$510K 25,343 +3,309 +15%
WCM
45
WealthBridge Capital Management
Ohio
$509K 25,299 +15,318 +153%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$497K 24,700 +8,319 +51%
CWP
47
Core Wealth Partners
California
$483K 24,031 +24,031 New
OAM
48
Occidental Asset Management
California
$391K 19,450
IIL
49
Insight Inv LLC
California
$378K 18,800 -1,250 -6%
RJT
50
Raymond James Trust
Florida
$376K 18,677