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First Trust Ultra Short Duration Municipal ETF

45 hedge funds and large institutions have $94.6M invested in First Trust Ultra Short Duration Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
19
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$11.7M 579,030 +56,060 +11%
HighTower Advisors
2
HighTower Advisors
Illinois
$11.6M 577,277 -110,763 -16%
LPL Financial
3
LPL Financial
California
$10.6M 527,983 +76,816 +17%
Morgan Stanley
4
Morgan Stanley
New York
$10.1M 499,840 +62,014 +14%
RJA
5
Raymond James & Associates
Florida
$7.83M 388,010 +32,035 +9%
APWM
6
Atlas Private Wealth Management
New York
$6.42M 318,384 +2,243 +0.7%
SAM
7
Strategy Asset Managers
California
$3.77M 187,000
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.58M 177,331 +26,724 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.47M 122,361 +18,906 +18%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.25M 111,516 +405 +0.4%
KA
11
Kovack Advisors
Florida
$1.92M 95,000 +25,000 +36%
SCA
12
Snowden Capital Advisors
New York
$1.74M 86,193 +2,127 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.7M 84,229 -27,425 -25%
KAS
14
Kestra Advisory Services
Texas
$1.67M 82,607 -1,247 -1%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$1.59M 78,717 +78,717 New
Citadel Advisors
16
Citadel Advisors
Florida
$1.58M 78,520 +78,520 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.56M 77,290 +12,705 +20%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.4M 69,255 +9,544 +16%
SMG
19
Spectrum Management Group
Indiana
$1.24M 61,679 +61,679 New
SWP
20
Stratos Wealth Partners
Ohio
$1.12M 55,668 -5,801 -9%
Jane Street
21
Jane Street
New York
$979K 48,544 +34,090 +236%
WWM
22
Wagner Wealth Management
South Carolina
$845K 41,953 +26 +0.1%
HW
23
Hedeker Wealth
Illinois
$799K 39,649 +39,649 New
NA
24
NewEdge Advisors
Louisiana
$683K 33,855 +68 +0.2%
FAIM
25
Financial Advocates Investment Management
Washington
$584K 28,950 +6,189 +27%