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First Trust Ultra Short Duration Municipal ETF

81 hedge funds and large institutions have $131M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
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

Top Sellers

1 -$8.49M
2 -$4.72M
3 -$3.92M
4
KAS
Kestra Advisory Services
Texas
-$3.75M
5
Morgan Stanley
Morgan Stanley
New York
-$3.37M
Name Holding Trade Value Shares
Change
Change in
Stake
ATPW
26
Ashton Thomas Private Wealth
Arizona
$983K
MP
27
McDonald Partners
Ohio
$914K
SI
28
Stephens Inc
Arkansas
$836K
PFS
29
Prospera Financial Services
Texas
$789K
WCM
30
WealthBridge Capital Management
Ohio
$782K
MWM
31
Modern Wealth Management
Kansas
$772K
NW
32
Naviter Wealth
Arkansas
$680K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$661K
VWA
34
Visionary Wealth Advisors
Illinois
$632K
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$608K
CAG
36
Csenge Advisory Group
Florida
$581K
CIAS
37
Capital Investment Advisory Services
North Carolina
$549K
Envestnet Portfolio Solutions
38
Envestnet Portfolio Solutions
Illinois
$491K
CWA
39
Crux Wealth Advisors
California
$477K
VCM
40
Virtue Capital Management
Tennessee
$457K
DAS
41
Dynamic Advisor Solutions
Arizona
$411K
OAM
42
Occidental Asset Management
California
$376K
KPWS
43
Kestra Private Wealth Services
Texas
$375K
TAM
44
Titleist Asset Management
Texas
$343K
Jane Street
45
Jane Street
New York
$334K
MML Investors Services
46
MML Investors Services
Massachusetts
$332K
EH
47
Equitable Holdings
New York
$329K
Truist Financial
48
Truist Financial
North Carolina
$326K
TCM
49
TD Capital Management
Tennessee
$324K
TCWM
50
Total Clarity Wealth Management
Illinois
$316K