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First Trust Ultra Short Duration Municipal ETF

87 hedge funds and large institutions have $192M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
-3
Holders Change %
-3.33%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
26
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$137K 6,873 +759 +12%
CAS
77
Coppell Advisory Solutions
Texas
$45.5K 2,280 +2,280 New
GI
78
Gradient Investments
Minnesota
$38.7K 1,937 +1,937 New
FHA
79
First Horizon Advisors
Tennessee
$37.2K 1,863 -50 -3%
CP
80
Castleview Partners
Texas
$36.9K 1,849 +849 +85%
PTC
81
Private Trust Company
Ohio
$32.5K 1,629
IA
82
IFP Advisors
Florida
$30K 1,500
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$21K 1,029 +5 +0.5%
CAL
84
Capital Analysts LLC
Pennsylvania
$10K 505
FA
85
Fiduciary Alliance
South Carolina
$6.68K 334 -65,904 -99%
GFPC
86
Global Financial Private Client
Florida
$3.75K 188
Fidelity Investments
87
Fidelity Investments
Massachusetts
$20 1 +1 New
SWP
88
Stratos Wealth Partners
Ohio
-328,339 Closed
CAN
89
Cetera Advisor Networks
California
-50,791 Closed
HSG
90
Helen Stephens Group
Texas
-25,266 Closed
DADC
91
D.A. Davidson & Co
Montana
-18,300 Closed
CW
92
CreativeOne Wealth
Kansas
-18,121 Closed
WIP
93
WealthCare Investment Partners
Rhode Island
-14,637 Closed
JCM
94
Jacobi Capital Management
Pennsylvania
-14,339 Closed
KIG
95
Kowal Investment Group
Wisconsin
-14,011 Closed
BCI
96
Brinker Capital Investments
Pennsylvania
-12,125 Closed
OPS
97
Orion Portfolio Solutions
Nebraska
-12,125 Closed
Truist Financial
98
Truist Financial
North Carolina
-10,593 Closed
SFS
99
Sowell Financial Services
Arkansas
-10,485 Closed
ASN
100
Advisory Services Network
Georgia
-5,916 Closed