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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Capstone Capital
Nevada
$393K – – –
AWM
227
AE Wealth Management
Kansas
$392K +$145K +2,838 +58%
CWM
228
Cornerstone Wealth Management
Missouri
$392K +$3.42K +67 +0.9%
WAG
229
Wheelhouse Advisory Group
Missouri
$386K -$64K -1,255 -14%
AWA
230
Alta Wealth Advisors
Massachusetts
$378K -$446K -8,752 -54%
MA
231
MONECO Advisors
Connecticut
$377K -$373K -7,320 -50%
BC
232
Bowman & Company
Wisconsin
$376K -$6.78K -133 -2%
FFA
233
Farther Finance Advisors
California
$370K -$54.3K -1,064 -13%
KA
234
Kovack Advisors
Florida
$360K – – –
EC
235
Elequin Capital
New York
$355K +$217K +4,260 +157%
TWP
236
Tempus Wealth Planning
California
$351K -$25.5K -500 -7%
Jane Street
237
Jane Street
New York
$349K -$1.18M -23,083 -77%
CCG
238
Catalina Capital Group
California
$339K +$1.07K +21 +0.3%
KWM
239
Kingsview Wealth Management
Oregon
$337K – – –
HAS
240
HBW Advisory Services
California
$333K -$71K -1,392 -18%
JIR
241
James Investment Research
Ohio
$330K +$110K +2,158 +50%
OC
242
Oppenheimer & Co
New York
$326K – – –
CW
243
Cooksen Wealth
Texas
$326K +$6.94K +136 +2%
PWM
244
Purus Wealth Management
California
$322K -$6.12K -120 -2%
MAS
245
Meeder Advisory Services
Ohio
$321K +$12K +235 +4%
SG
246
StoneX Group
New York
$311K – – –
FWM
247
Fairhaven Wealth Management
Illinois
$306K – – –
NWMG
248
National Wealth Management Group
Ohio
$295K -$89.2K -1,749 -23%
Ameriprise
249
Ameriprise
Minnesota
$289K +$289K +5,663 New
MIM
250
Marshall Investment Management
Colorado
$282K +$282K +5,426 New
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