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First Trust Managed Municipal ETF

294 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 25 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
3.95%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
103
Reduced
130
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
226
Wheelhouse Advisory Group
Missouri
$331K -$15.9K -319 -5%
CWP
227
Core Wealth Partners
California
$325K -$335K -6,715 -51%
FIA
228
Foundations Investment Advisors
Arizona
$323K -$67.9K -1,362 -17%
IF
229
Intrua Financial
Texas
$322K -$550K -11,039 -63%
SWP
230
ShoreHaven Wealth Partners
New Jersey
$320K +$24.5K +491 +8%
FPCG
231
Forum Private Client Group
Indiana
$319K +$50.1K +1,006 +19%
GS
232
GTS Securities
New York
$310K +$310K +6,229 New
PWM
233
Purus Wealth Management
California
$307K -$1.89K -38 -0.6%
BPA
234
Beacon Pointe Advisors
California
$306K +$306K +6,148 New
SG
235
StoneX Group
New York
$303K
PMFA
236
Plante Moran Financial Advisors
Michigan
$295K -$578K -11,600 -66%
RIA
237
Regal Investment Advisors
Michigan
$290K -$847 -17 -0.3%
GWSG
238
GPS Wealth Strategies Group
Colorado
$274K
SWA
239
Stratos Wealth Advisors
Ohio
$273K -$71.5K -1,434 -21%
CW
240
Cooksen Wealth
Texas
$269K -$46.7K -937 -15%
TSWM
241
Tyler-Stone Wealth Management
Ohio
$268K +$2.29K +46 +0.9%
AI
242
Auour Investments
Massachusetts
$268K -$30.4K -610 -10%
CFC
243
Coyle Financial Counsel
Illinois
$267K
MFS
244
McNamara Financial Services
Massachusetts
$261K -$7.07K -142 -3%
Corient Private Wealth
245
Corient Private Wealth
Florida
$259K +$259K +5,190 New
OPOWM
246
One Plus One Wealth Management
Florida
$253K -$452K -9,064 -64%
IWA
247
Icon Wealth Advisors
Texas
$253K +$2.19K +44 +0.9%
MW
248
Maia Wealth
Colorado
$247K +$247K +4,949 New
TCM
249
Triumph Capital Management
Colorado
$245K +$24.9K +500 +11%
CJH
250
Christopher J. Hasenberg
Wisconsin
$243K