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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$88.2M
2
VWA
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
LPL Financial
California
$103M
4
UBS Group
UBS Group
Switzerland
$110M
5
KIG
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$134K -$14.7K -291 -10%
TLA
252
Tanglewood Legacy Advisors
Texas
$133K -$21.6K -426 -14%
TSWM
253
Tyler-Stone Wealth Management
Ohio
$128K +$128K +2,524 New
VF
254
VitalStone Financial
Texas
$88K +$88K +1,740 New
Qube Research & Technologies (QRT)
255
Qube Research & Technologies (QRT)
United Kingdom
$85.6K -$33.3K -658 -28%
CFGS
256
Concourse Financial Group Securities
Alabama
$76K – – –
GI
257
Gradient Investments
Minnesota
$75.7K – – –
CAS
258
Coppell Advisory Solutions
Texas
$73.8K +$73.8K +1,459 New
CWA
259
Core Wealth Advisors
Florida
$59.9K -$1.65M -32,594 -97%
NBT
260
Northwest Bank & Trust
Iowa
$58.4K +$58.4K +1,152 New
AF
261
Advisornet Financial
Minnesota
$57.5K +$21.3K +421 +59%
CAL
262
Capital Analysts LLC
Pennsylvania
$44K -$24.6K -486 -36%
CFD
263
Creative Financial Designs
Indiana
$40.9K +$40.9K +807 New
SIS
264
Sound Income Strategies
Florida
$40.3K +$40.3K +795 New
CTC
265
Central Trust Company
Missouri
$21K – – –
LF
266
Lee Financial
Texas
$18.3K – – –
HCM
267
Hollencrest Capital Management
California
$12.6K – – –
BWM
268
Baystate Wealth Management
Massachusetts
$4.57K +$4.57K +90 New
OA
269
Operose Advisors
Wisconsin
$4.46K – – –
BCMLT
270
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.9K +$3.9K +77 New
GRP
271
Global Retirement Partners
California
$3.75K – – –
JPMorgan Chase & Co
272
JPMorgan Chase & Co
New York
$811 +$811 +16 New
CP
273
Castleview Partners
Texas
$760 – – –
FA
274
Fiduciary Alliance
South Carolina
$29 +$29 +1 New
WWA
275
WCG Wealth Advisors
Nevada
– -$1.08M -21,197 Closed
8 9 10
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