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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
226
Walkner Condon Financial Advisors
Wisconsin
$352K -$392K -7,659 -53%
KWM
227
Kingsview Wealth Management
Oregon
$348K – – –
MAS
228
Meeder Advisory Services
Ohio
$341K +$341K +6,684 New
SAG
229
Spotlight Asset Group
Illinois
$336K – – –
PWM
230
Purus Wealth Management
California
$335K -$1.07K -21 -0.3%
Creative Planning
231
Creative Planning
Kansas
$332K -$235K -4,608 -41%
CW
232
Cooksen Wealth
Texas
$325K +$1.99K +39 +0.6%
CAM
233
Cozad Asset Management
Illinois
$319K – – –
LA
234
Lifeworks Advisors
Michigan
$318K -$66.3K -1,299 -17%
EWS
235
Evergreen Wealth Solutions
Pennsylvania
$316K +$1.43K +28 +0.5%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$310K +$310K +6,080 New
MFS
237
McNamara Financial Services
Massachusetts
$309K -$75.2K -1,473 -20%
FWM
238
Fairhaven Wealth Management
Illinois
$306K – – –
GWSG
239
GPS Wealth Strategies Group
Colorado
$281K -$35.7K -700 -11%
HIM
240
Hanlon Investment Management
New Jersey
$275K – – –
LS
241
Leelyn Smith
Illinois
$274K -$106K -2,067 -28%
GWM
242
Geneos Wealth Management
Colorado
$269K -$14.2K -278 -5%
BEI
243
Benjamin Edwards Inc
Missouri
$264K +$4.6K +90 +2%
SEIA
244
Signature Estate & Investment Advisors
California
$263K +$263K +5,160 New
AWM
245
Apollon Wealth Management
South Carolina
$261K -$95.6K -1,873 -27%
PMFA
246
Plante Moran Financial Advisors
Michigan
$258K +$24.2K +474 +10%
CCA
247
Conservest Capital Advisors
Pennsylvania
$257K – – –
BW
248
Bison Wealth
Georgia
$256K – – –
IWA
249
Icon Wealth Advisors
Texas
$254K +$2.68K +52 +1%
AWM
250
AE Wealth Management
Kansas
$252K -$5.36K -105 -2%
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