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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

294 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 25 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
103
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$41.7M
2
Jane Street
2
Jane Street
New York
$17.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$27.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$152M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.92M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.44M
2
Creative Planning
2
Creative Planning
Kansas
$4.11M
3
LFG
3
Larson Financial Group
Missouri
$979K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.05M
5
LPL Financial
5
LPL Financial
California
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
TA
251
TrueWealth Advisors
Alabama
$236K -$23.1K -463 -9%
CCG
252
Catalina Capital Group
California
$233K +$1.1K +22 +0.5%
AFG
253
Atomi Financial Group
New York
$231K +$231K +4,638 New
KWM
254
Kaydan Wealth Management
Michigan
$230K -$160K -3,202 -41%
SWTS
255
Stonehaven Wealth & Tax Solutions
Wisconsin
$229K +$229K +4,600 New
PW
256
Pandora Wealth
Illinois
$228K – – –
QFW
257
QTR Family Wealth
Florida
$227K +$1.25K +25 +0.6%
HAS
258
HBW Advisory Services
California
$227K -$56K -1,124 -20%
GCA
259
Genesee Capital Advisors
New York
$215K +$1.2K +24 +0.6%
CCM
260
Condor Capital Management
New Jersey
$213K – – –
PA
261
Pineridge Advisors
Missouri
$206K +$1.74K +35 +0.9%
BF
262
BOK Financial
Oklahoma
$130K -$64.8K -1,301 -33%
FFA
263
Farther Finance Advisors
California
$128K -$445K -8,942 -78%
PB
264
Pinnacle Bancorp
Nebraska
$127K +$20K +402 +19%
Qube Research & Technologies (QRT)
265
Qube Research & Technologies (QRT)
United Kingdom
$125K +$125K +2,510 New
SC
266
Stephens Consulting
Michigan
$122K – – –
NS
267
NBC Securities
Alabama
$118K – – –
HDIM
268
Hanson & Doremus Investment Management
Vermont
$111K – – –
AA
269
Ancora Advisors
Ohio
$91.2K – – –
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$88.6K – – –
STB
271
S&T Bank
Pennsylvania
$71K – – –
DSC
272
Duncker Streett & Co
Missouri
$68.8K – – –
CA
273
CoreCap Advisors
Michigan
$68.1K +$64.7K +1,298 +1,909%
IWM
274
IMG Wealth Management
Florida
$64.3K – – –
FAM
275
Flaharty Asset Management
Florida
$60.3K +$2.84K +57 +5%
9 10
11
12 13