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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.

New
Increased
Maintained
Reduced
Closed
Holders
85
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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.13M
PAG
27
Private Advisor Group
New Jersey
$1.02M
ATPW
28
Ashton Thomas Private Wealth
Arizona
$983K
HI
29
Harbour Investments
Wisconsin
$927K
MP
30
McDonald Partners
Ohio
$874K
WCM
31
WealthBridge Capital Management
Ohio
$843K
SI
32
Stephens Inc
Arkansas
$836K
CAG
33
Csenge Advisory Group
Florida
$823K
WIM
34
Westside Investment Management
California
$804K
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$798K
PFS
36
Prospera Financial Services
Texas
$788K
MWM
37
Modern Wealth Management
Kansas
$743K
OPOWM
38
One Plus One Wealth Management
Florida
$603K
CIAS
39
Capital Investment Advisory Services
North Carolina
$589K
CWA
40
Crux Wealth Advisors
California
$481K
IAIM
41
International Assets Investment Management
Florida
$452K
CAL
42
Capital Analysts LLC
Pennsylvania
$441K
Goldman Sachs
43
Goldman Sachs
New York
$437K
OAM
44
Occidental Asset Management
California
$416K
DAS
45
Dynamic Advisor Solutions
Arizona
$389K
FFA
46
Farther Finance Advisors
California
$371K
US Bancorp
47
US Bancorp
Minnesota
$340K
GA
48
GSG Advisors
New Jersey
$325K
MML Investors Services
49
MML Investors Services
Massachusetts
$324K
TCM
50
TD Capital Management
Tennessee
$324K