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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
293
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
103
Reduced
130
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$41.7M
2
Jane Street
2
Jane Street
New York
$17.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$27.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$152M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$12.7M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.44M
2
Creative Planning
2
Creative Planning
Kansas
$4.11M
3
LFG
3
Larson Financial Group
Missouri
$979K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.05M
5
LPL Financial
5
LPL Financial
California
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$152M 3,059,263 +79,971 +3%
Wells Fargo
2
Wells Fargo
California
$129M 2,590,338 -94,438 -4%
LPL Financial
3
LPL Financial
California
$102M 2,046,267 -133,501 -6%
UBS Group
4
UBS Group
Switzerland
$88.6M 1,777,726 +30,353 +2%
Bank of America
5
Bank of America
North Carolina
$86.6M 1,739,171 -113,182 -6%
Raymond James Financial
6
Raymond James Financial
Florida
$59.4M 1,191,423 +34,126 +3%
APP
7
Avantax Planning Partners
Iowa
$41.7M 836,330 +197,138 +31%
MMA
8
Miracle Mile Advisors
California
$35.5M 711,979 +62,458 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.4M 609,915 -9,657 -2%
OIA
10
OneDigital Investment Advisors
Kansas
$27.6M 553,919 +127,798 +30%
CWM
11
Congress Wealth Management
Massachusetts
$23.3M 468,324 +2,859 +0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$21.3M 421,527 -73,618 -15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.4M 389,686 +5,337 +1%
NA
14
NewEdge Advisors
Louisiana
$18.7M 375,894 -79,728 -17%
Truist Financial
15
Truist Financial
North Carolina
$18.5M 371,440 +44,362 +14%
Stifel Financial
16
Stifel Financial
Missouri
$18.3M 368,042 +12,895 +4%
RWB
17
RMR Wealth Builders
New Jersey
$17.4M 349,793 +21,785 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$17.3M 348,165 -55,422 -14%
Jane Street
19
Jane Street
New York
$17.3M 347,312 +157,782 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$16.8M 336,696 +14,649 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$12.8M 256,842 +33,820 +15%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$12.7M 255,039 +68,909 +37%
SFA
23
Sequoia Financial Advisors
Ohio
$11.3M 227,364 -26,454 -10%
CAMG
24
CWA Asset Management Group
Florida
$10.7M 214,457 +3,404 +2%
FFG
25
Frisch Financial Group
New York
$10.6M 212,365 +6,669 +3%
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