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First Trust Ultra Short Duration Municipal ETF

93 hedge funds and large institutions have $169M 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, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
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
SA
29
Sanctuary Advisors
Indiana
$1.25M
ATPW
30
Ashton Thomas Private Wealth
Arizona
$1.23M
SF
31
Summit Financial
New Jersey
$1.19M
HI
32
Harbour Investments
Wisconsin
$1.17M
BFG
33
Bleakley Financial Group
New Jersey
$1.15M
Goldman Sachs
34
Goldman Sachs
New York
$984K
SWM
35
Schwallier Wealth Management
Michigan
$983K
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$979K
PAG
37
Private Advisor Group
New Jersey
$948K
MP
38
McDonald Partners
Ohio
$874K
WCM
39
WealthBridge Capital Management
Ohio
$872K
SI
40
Stephens Inc
Arkansas
$836K
UWP
41
Uniting Wealth Partners
Kansas
$833K
PFS
42
Prospera Financial Services
Texas
$776K
CAL
43
Capital Analysts LLC
Pennsylvania
$719K
CAG
44
Csenge Advisory Group
Florida
$704K
MWM
45
Modern Wealth Management
Kansas
$662K
WIM
46
Westside Investment Management
California
$603K
DAS
47
Dynamic Advisor Solutions
Arizona
$568K
MWM
48
Meridian Wealth Management
Kentucky
$568K
CIAS
49
Capital Investment Advisory Services
North Carolina
$566K
Citadel Advisors
50
Citadel Advisors
Florida
$534K