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First Trust Ultra Short Duration Municipal ETF

89 hedge funds and large institutions have $172M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 46 reducing their positions, and 7 closing their positions.

Holders
89
Holders Change
+2
Holders Change %
+2.3%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
46
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DAS
51
Dynamic Advisor Solutions
Arizona
$475K 23,845 +23,845 New
IIL
52
Insight Inv LLC
California
$474K 23,770 -2,400 -9%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$458K 23,013 +250 +1%
VCM
54
Virtue Capital Management
Tennessee
$454K 22,742
AFP
55
Ausdal Financial Partners
Iowa
$453K 22,725 -363 -2%
TAM
56
Titleist Asset Management
Texas
$440K 22,075 -13,476 -38%
RJT
57
Raymond James Trust
Florida
$398K 19,977 -50 -0.2%
SWM
58
Spire Wealth Management
Virginia
$341K 17,128 -1,254 -7%
NW
59
NewEdge Wealth
Pennsylvania
$332K 16,651 +16,651 New
KWM
60
Kingsview Wealth Management
Oregon
$328K 16,470
Wells Fargo
61
Wells Fargo
California
$313K 15,720 +1,742 +12%
RA
62
RFG Advisory
Alabama
$309K 15,535 -1,232 -7%
KA
63
Kovack Advisors
Florida
$308K 15,447 -2,053 -12%
SCA
64
Snowden Capital Advisors
New York
$275K 13,829 -459 -3%
HI
65
Harbour Investments
Wisconsin
$275K 13,811 +1,277 +10%
SFS
66
Security Financial Services
Indiana
$257K 12,878 -2,454 -16%
WCM
67
WealthBridge Capital Management
Ohio
$250K 12,570 -1,285 -9%
HAS
68
HBW Advisory Services
California
$241K 12,092 +12,092 New
MML Investors Services
69
MML Investors Services
Massachusetts
$224K 11,227 +116 +1%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$222K 11,166 -3,667 -25%
CA
71
Cetera Advisors
Colorado
$221K 11,117 +11,117 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$220K 11,046 -5,426 -33%
WCFA
73
Walkner Condon Financial Advisors
Wisconsin
$207K 10,404 -1,332 -11%
SSWM
74
Sheets Smith Wealth Management
North Carolina
$199K 10,000
SPI
75
Sutton Place Investors
New York
$199K 10,000