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First Trust Ultra Short Duration Municipal ETF

87 hedge funds and large institutions have $147M invested in First Trust Ultra Short Duration Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
87
Holders Change
+9
Holders Change %
+11.54%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
30
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TAM
51
Titleist Asset Management
Texas
$344K 17,124 -798 -4%
TCWM
52
Total Clarity Wealth Management
Illinois
$316K 15,726
DAS
53
Dynamic Advisor Solutions
Arizona
$306K 15,233 -12,838 -46%
AIM
54
Advyzon Investment Management
Illinois
$306K 15,231 +15,231 New
VWM
55
VCI Wealth Management
Missouri
$300K 14,946 -903 -6%
WIA
56
World Investment Advisors
California
$282K 14,014 +14,014 New
BEI
57
Benjamin Edwards Inc
Missouri
$280K 13,958 +230 +2%
RA
58
RFG Advisory
Alabama
$274K 13,619 +28 +0.2%
KPWS
59
Kestra Private Wealth Services
Texas
$270K 13,464 +1,023 +8%
MML Investors Services
60
MML Investors Services
Massachusetts
$261K 12,985 +2,752 +27%
OWA
61
Opal Wealth Advisors
New York
$246K 12,220 +12,220 New
KWA
62
Kingswood Wealth Advisors
California
$244K 12,163 +12,163 New
SFS
63
Security Financial Services
Indiana
$243K 12,104 -386 -3%
CIA
64
Concurrent Investment Advisors
Florida
$237K 11,788 +391 +3%
NW
65
NewEdge Wealth
Pennsylvania
$224K 11,146 -218 -2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$201K 10,000 +10,000 New
SPIA
67
Steward Partners Investment Advisory
New York
$166K 8,266 -149 -2%
T
68
Tidemark
California
$80.4K 4,000
CAS
69
Coppell Advisory Solutions
Texas
$59.1K 2,942 +2,109 +253%
IA
70
IFP Advisors
Florida
$56.7K 2,821
GRP
71
Global Retirement Partners
California
$55.8K 2,775 -165 -6%
HI
72
Harbour Investments
Wisconsin
$54.4K 2,708 -5,501 -67%
CP
73
Castleview Partners
Texas
$43.2K 2,151 +15 +0.7%
CFGS
74
Concourse Financial Group Securities
Alabama
$38.4K 1,907 -4,063 -68%
PS
75
Principal Securities
Iowa
$34.7K 1,725