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First Trust Ultra Short Duration Municipal ETF

87 hedge funds and large institutions have $156M invested in First Trust Ultra Short Duration Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
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
CFG
26
Capital Financial Group
Colorado
$1.69M
Stifel Financial
27
Stifel Financial
Missouri
$1.37M
SA
28
Sanctuary Advisors
Indiana
$1.3M
SL
29
Sentinus LLC
Illinois
$1.29M
ATPW
30
Ashton Thomas Private Wealth
Arizona
$1.23M
HI
31
Harbour Investments
Wisconsin
$1.14M
SF
32
Summit Financial
New Jersey
$1.12M
IWA
33
Inspirion Wealth Advisors
Illinois
$1M
WCM
34
WealthBridge Capital Management
Ohio
$888K
SWM
35
Schwallier Wealth Management
Michigan
$886K
PAG
36
Private Advisor Group
New Jersey
$868K
MP
37
McDonald Partners
Ohio
$863K
SI
38
Stephens Inc
Arkansas
$835K
PFS
39
Prospera Financial Services
Texas
$794K
Envestnet Portfolio Solutions
40
Envestnet Portfolio Solutions
Illinois
$729K
MWM
41
Meridian Wealth Management
Kentucky
$705K
WIM
42
Westside Investment Management
California
$602K
DAS
43
Dynamic Advisor Solutions
Arizona
$571K
SFS
44
Security Financial Services
Indiana
$547K
CIAS
45
Capital Investment Advisory Services
North Carolina
$544K
CIA
46
Concurrent Investment Advisors
Florida
$523K
OAM
47
Occidental Asset Management
California
$505K
Jane Street
48
Jane Street
New York
$485K
IAIM
49
International Assets Investment Management
Florida
$479K
CAL
50
Capital Analysts LLC
Pennsylvania
$448K