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First Trust Managed Municipal ETF

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
226
Concurrent Investment Advisors
Florida
$354K +$354K +6,809 New
CCG
227
Catalina Capital Group
California
$344K -$69.1K -1,329 -17%
KWM
228
Kingsview Wealth Management
Oregon
$343K -$11.2K -215 -3%
PWM
229
Purus Wealth Management
California
$335K -$6.08K -117 -2%
OC
230
Oppenheimer & Co
New York
$332K -$52K -1,000 -14%
CAM
231
Cozad Asset Management
Illinois
$325K +$572 +11 +0.2%
CW
232
Cooksen Wealth
Texas
$325K -$6.39K -123 -2%
EWS
233
Evergreen Wealth Solutions
Pennsylvania
$323K +$1.46K +28 +0.5%
MFS
234
McNamara Financial Services
Massachusetts
$318K +$3.27K +63 +1%
SG
235
StoneX Group
New York
$316K +$316K +6,090 New
MAS
236
Meeder Advisory Services
Ohio
$315K -$32.8K -631 -9%
AI
237
Auour Investments
Massachusetts
$314K -$54.1K -1,058 -15%
FWM
238
Fairhaven Wealth Management
Illinois
$312K
RIA
239
Regal Investment Advisors
Michigan
$300K -$100K -1,932 -25%
ODG
240
O'Dell Group
Ohio
$295K +$40.7K +783 +16%
PWS
241
Proactive Wealth Strategies
Georgia
$286K +$286K +5,499 New
GWSG
242
GPS Wealth Strategies Group
Colorado
$286K
HIM
243
Hanlon Investment Management
New Jersey
$280K
RJT
244
Raymond James Trust
Florida
$275K -$115K -2,217 -30%
GWM
245
Geneos Wealth Management
Colorado
$274K
TSWM
246
Tyler-Stone Wealth Management
Ohio
$273K +$138K +2,647 +102%
PFS
247
Prospect Financial Services
New York
$270K +$50.4K +970 +23%
SEIA
248
Signature Estate & Investment Advisors
California
$268K
PMFA
249
Plante Moran Financial Advisors
Michigan
$262K
IWA
250
Icon Wealth Advisors
Texas
$258K +$1.4K +27 +0.5%