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First Trust Managed Municipal ETF

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCM
251
WealthBridge Capital Management
Ohio
$272K +$44.4K +860 +20%
BW
252
Bison Wealth
Georgia
$272K -$302K -5,846 -53%
SLWA
253
San Luis Wealth Advisors
California
$265K +$265K +5,134 New
CCA
254
Conservest Capital Advisors
Pennsylvania
$259K
HAS
255
HBW Advisory Services
California
$254K +$254K +4,913 New
QCIG
256
Quad-Cities Investment Group
Iowa
$253K -$7.13K -138 -3%
CMS
257
Capital Market Strategies
Florida
$253K -$56.8K -1,100 -18%
IWA
258
Icon Wealth Advisors
Texas
$251K +$251K +4,854 New
BEI
259
Benjamin Edwards Inc
Missouri
$249K -$10.2K -198 -4%
ARC
260
Advisor Resource Council
Texas
$248K +$248K +4,805 New
CW
261
Cooksen Wealth
Texas
$245K +$245K +4,734 New
DAS
262
Dynamic Advisor Solutions
Arizona
$242K +$18.5K +359 +8%
EFG
263
Erickson Financial Group
Pennsylvania
$229K -$22.8K -441 -9%
AWA
264
Arete Wealth Advisors
Illinois
$227K +$227K +4,399 New
AAP
265
Arax Advisory Partners
Colorado
$217K
CBFP
266
Cedar Brook Financial Partners
Ohio
$214K -$155 -3 -0.1%
GCA
267
Genesee Capital Advisors
New York
$213K +$213K +4,122 New
SG
268
StoneX Group
New York
$212K +$212K +4,106 New
CAM
269
Cresset Asset Management
Illinois
$209K +$209K +4,052 New
SC
270
Stephens Consulting
Michigan
$180K -$18.1K -350 -9%
ODG
271
O'Dell Group
Ohio
$180K +$180K +3,487 New
CFD
272
Creative Financial Designs
Indiana
$170K +$139K +2,688 +443%
TFG
273
Team Financial Group
California
$168K -$1.34K -26 -0.8%
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$156K +$146K +2,823 +1,463%
VF
275
VitalStone Financial
Texas
$144K