FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$88.2M
2
VWA
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
LPL Financial
California
$103M
4
UBS Group
UBS Group
Switzerland
$110M
5
KIG
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
226
Quad-Cities Investment Group
Iowa
$274K -$25K -494 -8%
HIM
227
Hanlon Investment Management
New Jersey
$273K – – –
HAS
228
HBW Advisory Services
California
$273K +$5.98K +118 +2%
WPW
229
Watershed Private Wealth
Illinois
$268K -$12K -236 -4%
EFG
230
Erickson Financial Group
Pennsylvania
$264K -$6.08K -120 -2%
AAP
231
Arax Advisory Partners
Colorado
$264K – – –
SC
232
Stephens Consulting
Michigan
$259K – – –
AWA
233
Arete Wealth Advisors
Illinois
$257K +$257K +5,070 New
CAPTRUST Financial Advisors
234
CAPTRUST Financial Advisors
North Carolina
$256K +$256K +5,055 New
CCA
235
Conservest Capital Advisors
Pennsylvania
$254K – – –
FFN
236
Focus Financial Network
Minnesota
$253K +$253K +4,997 New
BEI
237
Benjamin Edwards Inc
Missouri
$252K +$17.1K +337 +7%
Ameriprise
238
Ameriprise
Minnesota
$251K -$56.8K -1,120 -18%
TF
239
TimeScale Financial
Massachusetts
$244K -$5.83K -115 -2%
MWM
240
Mattern Wealth Management
Kansas
$243K – – –
HWA
241
HCR Wealth Advisors
California
$228K – – –
PFGIA
242
Patriot Financial Group Insurance Agency
Massachusetts
$226K – – –
TA
243
TrueWealth Advisors
Alabama
$226K -$60.5K -1,194 -21%
RWM
244
Revisor Wealth Management
Ohio
$223K – – –
PMFA
245
Plante Moran Financial Advisors
Michigan
$222K – – –
NFG
246
Nations Financial Group
Iowa
$220K +$20.3K +400 +10%
GCA
247
Genesee Capital Advisors
New York
$210K +$1.62K +32 +0.8%
CAM
248
Cresset Asset Management
Illinois
$203K +$203K +4,009 New
ACA
249
Aptus Capital Advisors
Alabama
$203K +$203K +4,000 New
ODG
250
O'Dell Group
Ohio
$177K +$177K +3,487 New
8 9
10
11 12