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First Trust Managed Municipal ETF

301 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

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1% more funds holding

Funds holding: 297301 (+4)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$47M)

0.18% more ownership

Funds ownership: 75.93%76.11% (+0.18%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
301
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.32%
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
Change in
Stake
KA
226
Kovack Advisors
Florida
$366K -$36.1K -700 -9%
CIA
227
Concurrent Investment Advisors
Florida
$354K +$352K +6,809 New
CCG
228
Catalina Capital Group
California
$344K -$68.6K -1,329 -17%
KWM
229
Kingsview Wealth Management
Oregon
$343K -$11.1K -215 -3%
PWM
230
Purus Wealth Management
California
$335K -$6.04K -117 -2%
OC
231
Oppenheimer & Co
New York
$332K -$51.6K -1,000 -14%
CAM
232
Cozad Asset Management
Illinois
$325K +$568 +11 +0.2%
CW
233
Cooksen Wealth
Texas
$325K -$6.35K -123 -2%
EWS
234
Evergreen Wealth Solutions
Pennsylvania
$323K +$1.45K +28 +0.5%
MFS
235
McNamara Financial Services
Massachusetts
$318K +$3.25K +63 +1%
SG
236
StoneX Group
New York
$316K +$314K +6,090 New
MAS
237
Meeder Advisory Services
Ohio
$315K -$32.6K -631 -9%
AI
238
Auour Investments
Massachusetts
$314K -$54.6K -1,058 -15%
FWM
239
Fairhaven Wealth Management
Illinois
$312K
RIA
240
Regal Investment Advisors
Michigan
$300K -$99.8K -1,932 -25%
ODG
241
O'Dell Group
Ohio
$295K +$40.4K +783 +16%
PWS
242
Proactive Wealth Strategies
Georgia
$286K +$284K +5,499 New
GWSG
243
GPS Wealth Strategies Group
Colorado
$286K
HIM
244
Hanlon Investment Management
New Jersey
$280K
RJT
245
Raymond James Trust
Florida
$275K -$114K -2,217 -30%
GWM
246
Geneos Wealth Management
Colorado
$274K
TSWM
247
Tyler-Stone Wealth Management
Ohio
$273K +$137K +2,647 +102%
PFS
248
Prospect Financial Services
New York
$270K +$50.1K +970 +23%
SEIA
249
Signature Estate & Investment Advisors
California
$268K
PMFA
250
Plante Moran Financial Advisors
Michigan
$262K