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First Trust Managed Municipal ETF

299 hedge funds and large institutions have $1.55B invested in First Trust Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
113
Reduced
128
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PPWM
226
Paragon Private Wealth Management
Kentucky
$383K -$83.7K -1,659 -18%
OC
227
Oppenheimer & Co
New York
$373K +$50.4K +1,000 +16%
CWM
228
Cornerstone Wealth Management
Missouri
$369K -$18.7K -370 -5%
BC
229
Bowman & Company
Wisconsin
$367K -$4.54K -90 -1%
AWA
230
Alta Wealth Advisors
Massachusetts
$364K -$9.43K -187 -3%
MAS
231
Meeder Advisory Services
Ohio
$357K +$40K +793 +13%
KA
232
Kovack Advisors
Florida
$355K
WAG
233
Wheelhouse Advisory Group
Missouri
$351K -$30.1K -596 -8%
SWA
234
Stratos Wealth Advisors
Ohio
$349K -$1.1M -21,774 -76%
WCFA
235
Walkner Condon Financial Advisors
Wisconsin
$333K -$174K -3,459 -34%
JIR
236
James Investment Research
Ohio
$326K
CW
237
Cooksen Wealth
Texas
$325K -$2.67K -52 -0.8%
STFP
238
Signal Tree Financial Partners
Ohio
$313K +$53.1K +1,054 +20%
PWM
239
Purus Wealth Management
California
$312K -$6.56K -130 -2%
SG
240
StoneX Group
New York
$307K
KWM
241
Kingsview Wealth Management
Oregon
$303K -$29.9K -592 -9%
SWP
242
ShoreHaven Wealth Partners
New Jersey
$299K -$141K -2,794 -32%
AI
243
Auour Investments
Massachusetts
$298K -$95.5K -1,913 -24%
RIA
244
Regal Investment Advisors
Michigan
$295K +$21.8K +432 +8%
HAS
245
HBW Advisory Services
California
$286K -$43.3K -859 -13%
Ameriprise
246
Ameriprise
Minnesota
$284K -$1.31K -26 -0.5%
MIM
247
Marshall Investment Management
Colorado
$278K +$4.54K +90 +2%
GWSG
248
GPS Wealth Strategies Group
Colorado
$277K
FPCG
249
Forum Private Client Group
Indiana
$272K
MFS
250
McNamara Financial Services
Massachusetts
$271K +$17.8K +354 +7%