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First Trust Managed Municipal ETF

276 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-8
Holders Change %
-2.82%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.19%
New
32
Increased
100
Reduced
121
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SBWIC
226
Schaper Benz & Wise Investment Counsel
Wisconsin
$281K
OAM
227
Occidental Asset Management
California
$279K -$579K -11,550 -68%
GWM
228
Geneos Wealth Management
Colorado
$278K +$131K +2,605 +88%
MAM
229
Meeder Asset Management
Ohio
$276K +$802 +16 +0.3%
TA
230
TrueWealth Advisors
Alabama
$274K -$158K -3,156 -37%
WWM
231
Wagner Wealth Management
South Carolina
$273K -$541K -10,803 -67%
HIM
232
Hanlon Investment Management
New Jersey
$270K
AAP
233
Arax Advisory Partners
Colorado
$261K +$10.3K +205 +4%
KWM
234
Kingsview Wealth Management
Oregon
$243K +$243K +4,848 New
TCM
235
True Capital Management
California
$241K +$241K +4,812 New
MWM
236
Mattern Wealth Management
Kansas
$240K
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$238K -$45K -899 -16%
HAS
238
HBW Advisory Services
California
$237K +$2.9K +58 +1%
BEI
239
Benjamin Edwards Inc
Missouri
$232K +$8.88K +177 +4%
IWM
240
Iams Wealth Management
Nebraska
$229K +$229K +4,564 New
FPAS
241
Focus Partners Advisor Solutions
Missouri
$223K +$223K +4,447 New
WPW
242
Watershed Private Wealth
Illinois
$223K +$223K +4,447 New
WIA
243
World Investment Advisors
California
$222K
CFGS
244
Concourse Financial Group Securities
Alabama
$220K +$208K +4,160 +1,763%
PMFA
245
Plante Moran Financial Advisors
Michigan
$220K
GCA
246
Genesee Capital Advisors
New York
$209K +$1.45K +29 +0.7%
SFPG
247
Stonebridge Financial Planning Group
Florida
$205K -$7.52K -150 -4%
MCC
248
Money Concepts Capital
Florida
$187K +$180K +3,597 +2,725%
AWM
249
Accel Wealth Management
Iowa
$175K -$266K -5,309 -60%
WIM
250
Westside Investment Management
California
$128K +$69.9K +32,850 +119%