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First Trust Managed Municipal ETF

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FMI
226
F/M Investments
District of Columbia
$291K +$291K +5,961 New
CMS
227
Capital Market Strategies
Florida
$291K -$11.9K -245 -4%
TIM
228
Total Investment Management
Arizona
$283K +$1.96K +40 +0.7%
GWM
229
Geneos Wealth Management
Colorado
$271K
HIM
230
Hanlon Investment Management
New Jersey
$263K
WPW
231
Watershed Private Wealth
Illinois
$259K
QCIG
232
Quad-Cities Investment Group
Iowa
$246K -$17.9K -366 -7%
FTUS
233
Flow Traders U.S.
New York
$246K -$1.35M -27,503 -85%
BEI
234
Benjamin Edwards Inc
Missouri
$246K +$2.74K +56 +1%
CCA
235
Conservest Capital Advisors
Pennsylvania
$245K
FFN
236
Focus Financial Network
Minnesota
$239K -$4.79K -98 -2%
EFG
237
Erickson Financial Group
Pennsylvania
$239K -$16.1K -330 -6%
WI
238
Wintrust Investments
Illinois
$226K -$103K -2,117 -31%
NFG
239
Nations Financial Group
Iowa
$222K +$9.78K +200 +5%
HWA
240
HCR Wealth Advisors
California
$220K
WCM
241
WealthBridge Capital Management
Ohio
$215K -$106K -2,178 -33%
FHA
242
Flagship Harbor Advisors
Massachusetts
$215K -$144K -2,950 -40%
PMFA
243
Plante Moran Financial Advisors
Michigan
$214K
DAS
244
Dynamic Advisor Solutions
Arizona
$212K +$212K +4,334 New
AAP
245
Arax Advisory Partners
Colorado
$205K -$48.9K -1,000 -19%
IWP
246
Invenio Wealth Partners
Florida
$205K +$205K +4,188 New
SB
247
Strategic Blueprint
Georgia
$204K -$114K -2,324 -36%
CBFP
248
Cedar Brook Financial Partners
Ohio
$202K -$117K -2,395 -37%
SOS
249
Silver Oak Securities
Tennessee
$201K -$847K -17,325 -81%
SC
250
Stephens Consulting
Michigan
$188K -$62K -1,269 -25%