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First Trust Managed Municipal ETF

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OC
226
Oppenheimer & Co
New York
$380K
CWP
227
Core Wealth Partners
California
$371K +$371K +7,230 New
QPW
228
Quantum Private Wealth
Florida
$370K
AWM
229
Apollon Wealth Management
South Carolina
$359K -$86.3K -1,681 -19%
AI
230
Auour Investments
Massachusetts
$356K -$3.08K -60 -0.9%
KWM
231
Kingsview Wealth Management
Oregon
$350K -$67.6K -1,317 -16%
SWP
232
ShoreHaven Wealth Partners
New Jersey
$350K +$57.8K +1,125 +20%
NPI
233
New Perspectives Inc
Mississippi
$341K +$341K +6,644 New
IF
234
Intrua Financial
Texas
$339K -$140K -2,723 -29%
PWM
235
Purus Wealth Management
California
$338K -$3.24K -63 -0.9%
SAG
236
Spotlight Asset Group
Illinois
$338K
MAM
237
Meeder Asset Management
Ohio
$330K
CW
238
Cooksen Wealth
Texas
$325K +$82.2K +1,600 +34%
CAM
239
Cozad Asset Management
Illinois
$321K
GWSG
240
GPS Wealth Strategies Group
Colorado
$318K
EWS
241
Evergreen Wealth Solutions
Pennsylvania
$316K +$1.39K +27 +0.4%
FWM
242
Fairhaven Wealth Management
Illinois
$308K
TIM
243
Total Investment Management
Arizona
$303K +$2.83K +55 +0.9%
GWM
244
Geneos Wealth Management
Colorado
$285K
HIM
245
Hanlon Investment Management
New Jersey
$277K
BEI
246
Benjamin Edwards Inc
Missouri
$261K +$12.7K +247 +5%
AWM
247
AE Wealth Management
Kansas
$259K -$538K -10,474 -67%
CCA
248
Conservest Capital Advisors
Pennsylvania
$257K
BW
249
Bison Wealth
Georgia
$256K -$13.9K -271 -5%
HAS
250
HBW Advisory Services
California
$254K