FMB icon

First Trust Managed Municipal ETF

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HAS
226
HBW Advisory Services
California
$268K +$26.9K +528 +11%
AAP
227
Arax Advisory Partners
Colorado
$265K
SC
228
Stephens Consulting
Michigan
$260K +$260K +5,111 New
CCA
229
Conservest Capital Advisors
Pennsylvania
$255K +$255K +5,005 New
TF
230
TimeScale Financial
Massachusetts
$251K +$251K +4,925 New
OPOWM
231
One Plus One Wealth Management
Florida
$249K +$249K +4,885 New
TCM
232
True Capital Management
California
$246K +$1.07K +21 +0.4%
MWM
233
Mattern Wealth Management
Kansas
$244K
BEI
234
Benjamin Edwards Inc
Missouri
$236K +$560 +11 +0.2%
VFA
235
Valeo Financial Advisors
Indiana
$234K -$66.2K -1,300 -22%
HWA
236
HCR Wealth Advisors
California
$229K -$382K -7,500 -63%
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$227K -$14.9K -293 -6%
WIA
238
World Investment Advisors
California
$225K
RWM
239
Revisor Wealth Management
Ohio
$224K +$224K +4,395 New
PMFA
240
Plante Moran Financial Advisors
Michigan
$223K
GCA
241
Genesee Capital Advisors
New York
$209K -$3.57K -70 -2%
NFG
242
Nations Financial Group
Iowa
$201K +$201K +3,950 New
AWM
243
Accel Wealth Management
Iowa
$158K -$20.2K -396 -11%
TLA
244
Tanglewood Legacy Advisors
Texas
$155K +$35.9K +705 +30%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$149K +$36.3K +713 +32%
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
$120K +$120K +2,347 New
GWSG
247
GPS Wealth Strategies Group
Colorado
$118K +$118K +2,310 New
FMP
248
Financial Management Professionals
Texas
$110K +$110K +2,157 New
CF
249
Centaurus Financial
California
$106K -$3.83K -75 -3%
AIM
250
Anchor Investment Management
South Carolina
$93.1K