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First Trust Ultra Short Duration Municipal ETF

90 hedge funds and large institutions have $208M invested in First Trust Ultra Short Duration Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
32
Reduced
35
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$29.4M 1,471,066 -508,763 -26%
LPL Financial
2
LPL Financial
California
$25.5M 1,276,710 +31,283 +3%
HighTower Advisors
3
HighTower Advisors
Illinois
$21.2M 1,062,233 -36,230 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.7M 585,234 +14,217 +2%
NA
5
NewEdge Advisors
Louisiana
$8.95M 448,501 -5,926 -1%
APWM
6
Atlas Private Wealth Management
New York
$7.17M 358,969 +65,094 +22%
SWP
7
Stratos Wealth Partners
Ohio
$6.56M 328,339 -38,019 -10%
Osaic Holdings
8
Osaic Holdings
Arizona
$6.55M 328,316 +29,613 +10%
RJA
9
Raymond James & Associates
Florida
$5.57M 279,109 +38,934 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.28M 264,287 -163,646 -38%
Jane Street
11
Jane Street
New York
$4.6M 230,492 +201,174 +686%
MFG
12
Mainsail Financial Group
Washington
$4.57M 228,942 +48,188 +27%
FTUS
13
Flow Traders U.S.
New York
$4.03M 201,935 +201,935 New
UBS Group
14
UBS Group
Switzerland
$4.02M 201,322 +2,264 +1%
NP
15
Nilsine Partners
Colorado
$3.89M 194,609 +194,609 New
IWA
16
Inspirion Wealth Advisors
Illinois
$3.88M 194,477 -38,911 -17%
EIA
17
Eldridge Investment Advisors
New Hampshire
$3.62M 181,096 -29,898 -14%
JWCA
18
J.W. Cole Advisors
Florida
$3.11M 155,664 -1,552 -1%
IWC
19
Integrated Wealth Concepts
Massachusetts
$2.69M 134,880 -3,938 -3%
GIA
20
Gladstone Institutional Advisory
Florida
$2.39M 119,916 +4,356 +4%
BFG
21
Barber Financial Group
Kansas
$2.07M 103,692 +23,715 +30%
ATPW
22
Ashton Thomas Private Wealth
Arizona
$2.06M 103,062 +8 +0%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.92M 96,369 -27,569 -22%
PAG
24
Private Advisor Group
New Jersey
$1.92M 96,248 -51,852 -35%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$1.89M 94,592 -2,334 -2%