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First Trust Ultra Short Duration Municipal ETF

86 hedge funds and large institutions have $149M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
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
SA
26
Sanctuary Advisors
Indiana
$1.26M
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.13M
PAG
28
Private Advisor Group
New Jersey
$1.02M
ATPW
29
Ashton Thomas Private Wealth
Arizona
$983K
HI
30
Harbour Investments
Wisconsin
$927K
MP
31
McDonald Partners
Ohio
$874K
WCM
32
WealthBridge Capital Management
Ohio
$843K
SI
33
Stephens Inc
Arkansas
$836K
CAG
34
Csenge Advisory Group
Florida
$823K
WIM
35
Westside Investment Management
California
$804K
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$798K
PFS
37
Prospera Financial Services
Texas
$788K
MWM
38
Modern Wealth Management
Kansas
$743K
OPOWM
39
One Plus One Wealth Management
Florida
$603K
CIAS
40
Capital Investment Advisory Services
North Carolina
$589K
CWA
41
Crux Wealth Advisors
California
$481K
IAIM
42
International Assets Investment Management
Florida
$452K
CAL
43
Capital Analysts LLC
Pennsylvania
$441K
Goldman Sachs
44
Goldman Sachs
New York
$437K
OAM
45
Occidental Asset Management
California
$416K
DAS
46
Dynamic Advisor Solutions
Arizona
$389K
FFA
47
Farther Finance Advisors
California
$371K
US Bancorp
48
US Bancorp
Minnesota
$340K
GA
49
GSG Advisors
New Jersey
$325K
MML Investors Services
50
MML Investors Services
Massachusetts
$324K