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First Trust Ultra Short Duration Municipal ETF

35 hedge funds and large institutions have $40.6M invested in First Trust Ultra Short Duration Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
5
Increased
16
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.85M 340,100 -244,275 -42%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.81M 288,263 +265,891 +1,188%
LPL Financial
3
LPL Financial
California
$4.78M 237,127 +35,445 +18%
AC
4
Avestar Capital
New York
$2.52M 125,000 -55,000 -31%
APWM
5
Atlas Private Wealth Management
New York
$2.44M 120,927 +15,986 +15%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.1M 104,472 +4,801 +5%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.98M 98,465 +20,535 +26%
SWP
8
Stratos Wealth Partners
Ohio
$1.47M 73,084 -2,290 -3%
RJA
9
Raymond James & Associates
Florida
$1.35M 67,233 +9,568 +17%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.27M 63,235 +20,384 +48%
KAS
11
Kestra Advisory Services
Texas
$1.1M 54,495 +54,495 New
KA
12
Kovack Advisors
Florida
$907K 45,000
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$864K 42,878 +23,001 +116%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$803K 39,880 +8,783 +28%
SCA
15
Snowden Capital Advisors
New York
$772K 38,300 -13,956 -27%
NFG
16
Next Financial Group
Texas
$677K 33,619 -7,431 -18%
Citadel Advisors
17
Citadel Advisors
Florida
$672K 33,357 +33,357 New
OIA
18
OneDigital Investment Advisors
Kansas
$659K 32,710 -19,674 -38%
BFG
19
Barber Financial Group
Kansas
$456K 22,617 +248 +1%
NA
20
NewEdge Advisors
Louisiana
$432K 21,453 +1,175 +6%
1IA
21
1834 Investment Advisors
Wisconsin
$399K 19,800 +19,800 New
FAIM
22
Financial Advocates Investment Management
Washington
$359K 17,840 +3,990 +29%
WCFA
23
Walkner Condon Financial Advisors
Wisconsin
$356K 17,678 -6,459 -27%
Jane Street
24
Jane Street
New York
$304K 15,073 -31,601 -68%
MFS
25
McNamara Financial Services
Massachusetts
$278K 13,822