FMB icon

First Trust Managed Municipal ETF

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFG
251
Team Financial Group
California
$160K +$160K +3,276 New
VF
252
VitalStone Financial
Texas
$137K +$51.5K +1,047 +60%
TSWM
253
Tyler-Stone Wealth Management
Ohio
$124K +$975 +20 +0.8%
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$121K -$7.67K -157 -6%
TLA
255
Tanglewood Legacy Advisors
Texas
$115K -$13K -265 -10%
CFGS
256
Concourse Financial Group Securities
Alabama
$73.3K
NS
257
NBC Securities
Alabama
$73K +$73K +1,502 New
AF
258
Advisornet Financial
Minnesota
$55.9K +$391 +8 +0.7%
CTC
259
Central Trust Company
Missouri
$48.6K +$28.4K +580 +140%
CAL
260
Capital Analysts LLC
Pennsylvania
$43K
CWA
261
Core Wealth Advisors
Florida
$33.7K -$24K -492 -42%
CFD
262
Creative Financial Designs
Indiana
$29.7K -$9.78K -200 -25%
TAM
263
Tucker Asset Management
Colorado
$18.3K +$18.3K +375 New
FAM
264
Flaharty Asset Management
Florida
$15.8K +$15.8K +323 New
HCM
265
Hollencrest Capital Management
California
$12.2K
Qube Research & Technologies (QRT)
266
Qube Research & Technologies (QRT)
United Kingdom
$9.43K -$73.1K -1,496 -89%
OA
267
Operose Advisors
Wisconsin
$4.3K
BCMLT
268
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.9K
GRP
269
Global Retirement Partners
California
$3.6K
CAS
270
Coppell Advisory Solutions
Texas
$1.5K -$71.6K -1,429 -98%
CP
271
Castleview Partners
Texas
$733
Fidelity Investments
272
Fidelity Investments
Massachusetts
$49 +$49 +1 New
Renaissance Technologies
273
Renaissance Technologies
New York
-$5.68M -112,132 Closed
EC
274
EdgeRock Capital
Colorado
-$5.3M -104,661 Closed
SI
275
Saxon Interests
Texas
-$1.56M -30,734 Closed