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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
CWA
51
Crux Wealth Advisors
California
$484K
SPC
52
Sigma Planning Corp
Michigan
$469K
IAIM
53
International Assets Investment Management
Florida
$452K
OAM
54
Occidental Asset Management
California
$447K
OPOWM
55
One Plus One Wealth Management
Florida
$378K
FFA
56
Farther Finance Advisors
California
$371K
Comerica Bank
57
Comerica Bank
Texas
$339K
GA
58
GSG Advisors
New Jersey
$327K
WIA
59
World Investment Advisors
California
$324K
TCM
60
TD Capital Management
Tennessee
$324K
TAM
61
Titleist Asset Management
Texas
$306K
MML Investors Services
62
MML Investors Services
Massachusetts
$305K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$298K
EH
64
Equitable Holdings
New York
$290K
AIM
65
Advyzon Investment Management
Illinois
$272K
BEI
66
Benjamin Edwards Inc
Missouri
$255K
KWA
67
Kingswood Wealth Advisors
California
$244K
GSEP
68
Golden State Equity Partners
California
$215K
NW
69
NewEdge Wealth
Pennsylvania
$207K
RA
70
RFG Advisory
Alabama
$205K
TCWM
71
Total Clarity Wealth Management
Illinois
$204K
MWM
72
Mattern Wealth Management
Kansas
$200K
TRCT
73
Tower Research Capital (TRC)
New York
$189K
AWM
74
AE Wealth Management
Kansas
$103K
SPIA
75
Steward Partners Investment Advisory
New York
$90.7K