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First Trust Managed Municipal ETF

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LA
226
Lifeworks Advisors
Michigan
$388K +$388K +7,514 New
FSG
227
Financial Strategies Group
Michigan
$386K +$25.8K +506 +7%
OC
228
Oppenheimer & Co
New York
$382K
QPW
229
Quantum Private Wealth
Florida
$372K
Ameriprise
230
Ameriprise
Minnesota
$358K -$134K -2,590 -27%
AI
231
Auour Investments
Massachusetts
$358K -$91.8K -1,796 -20%
LI
232
LVZ Inc
Michigan
$352K -$517K -10,000 -59%
PWM
233
Purus Wealth Management
California
$343K -$94.7K -1,833 -22%
MAM
234
Meeder Asset Management
Ohio
$332K
US Bancorp
235
US Bancorp
Minnesota
$330K -$35.1K -679 -10%
CAM
236
Cozad Asset Management
Illinois
$323K -$67.9K -1,315 -17%
SAG
237
Spotlight Asset Group
Illinois
$322K
GWSG
238
GPS Wealth Strategies Group
Colorado
$320K -$22.5K -435 -7%
EWS
239
Evergreen Wealth Solutions
Pennsylvania
$317K +$317K +6,133 New
FFA
240
Fragasso Financial Advisors
Pennsylvania
$310K
FWM
241
Fairhaven Wealth Management
Illinois
$310K +$310K +6,000 New
FMI
242
F/M Investments
District of Columbia
$308K
TIM
243
Total Investment Management
Arizona
$301K +$2.12K +41 +0.7%
SWP
244
ShoreHaven Wealth Partners
New Jersey
$294K -$38.1K -737 -11%
FPCG
245
Forum Private Client Group
Indiana
$293K +$293K +5,680 New
SL
246
Salomon & Ludwin
Virginia
$293K
IGWM
247
ICA Group Wealth Management
Colorado
$289K -$245K -4,739 -46%
GWM
248
Geneos Wealth Management
Colorado
$287K
HIM
249
Hanlon Investment Management
New Jersey
$278K
WPW
250
Watershed Private Wealth
Illinois
$274K