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First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.5M
2 -$15.2M
3 -$14.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.7M
5
LPL Financial
LPL Financial
California
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
226
Bowman & Company
Wisconsin
$337K
WAG
227
Wheelhouse Advisory Group
Missouri
$331K
CWP
228
Core Wealth Partners
California
$325K
FIA
229
Foundations Investment Advisors
Arizona
$323K
IF
230
Intrua Financial
Texas
$322K
SWP
231
ShoreHaven Wealth Partners
New Jersey
$320K
FPCG
232
Forum Private Client Group
Indiana
$319K
GS
233
GTS Securities
New York
$310K
PWM
234
Purus Wealth Management
California
$307K
BPA
235
Beacon Pointe Advisors
California
$306K
SG
236
StoneX Group
New York
$303K
PMFA
237
Plante Moran Financial Advisors
Michigan
$295K
RIA
238
Regal Investment Advisors
Michigan
$290K
GWSG
239
GPS Wealth Strategies Group
Colorado
$274K
SWA
240
Stratos Wealth Advisors
Ohio
$273K
CW
241
Cooksen Wealth
Texas
$269K
TSWM
242
Tyler-Stone Wealth Management
Ohio
$268K
AI
243
Auour Investments
Massachusetts
$268K
CFC
244
Coyle Financial Counsel
Illinois
$267K
MFS
245
McNamara Financial Services
Massachusetts
$261K
Corient Private Wealth
246
Corient Private Wealth
Florida
$259K
OPOWM
247
One Plus One Wealth Management
Florida
$253K
IWA
248
Icon Wealth Advisors
Texas
$253K
MW
249
Maia Wealth
Colorado
$247K
TCM
250
Triumph Capital Management
Colorado
$245K