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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 %
GI
76
Gradient Investments
Minnesota
$192K 9,661 +7,724 +399%
CFGS
77
Concourse Financial Group Securities
Alabama
$140K 7,018 +145 +2%
GRP
78
Global Retirement Partners
California
$60.6K 3,040 -5,060 -62%
CP
79
Castleview Partners
Texas
$38.4K 1,930 +81 +4%
FHA
80
First Horizon Advisors
Tennessee
$37.1K 1,863
PTC
81
Private Trust Company
Ohio
$32.3K 1,621 -8 -0.5%
IA
82
IFP Advisors
Florida
$29.9K 1,500
PP
83
PFS Partners
New Jersey
$29.5K 1,482 -6,359 -81%
HGERS
84
Householder Group Estate & Retirement Specialist
Arizona
$23.1K 1,161 +1,161 New
DFA
85
DHJJ Financial Advisors
Illinois
$23K 1,155 +1,155 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$21K 1,035 +6 +0.6%
CAL
87
Capital Analysts LLC
Pennsylvania
$10K 505
CAS
88
Coppell Advisory Solutions
Texas
$3.75K 188 -2,092 -92%
GFPC
89
Global Financial Private Client
Florida
$3.74K 188
FTUS
90
Flow Traders U.S.
New York
-63,105 Closed
Citadel Advisors
91
Citadel Advisors
Florida
-26,265 Closed
NFG
92
Nations Financial Group
Iowa
-23,967 Closed
AAS
93
Ameritas Advisory Services
Nebraska
-12,943 Closed
MSFS
94
Main Street Financial Solutions
Pennsylvania
-12,400 Closed
FA
95
Fiduciary Alliance
South Carolina
-334 Closed
Fidelity Investments
96
Fidelity Investments
Massachusetts
-1 Closed