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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$15.3M
2
LPL Financial
LPL Financial
California
$126M
3
Wells Fargo
Wells Fargo
California
$115M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13M
5
AAS
Avantax Advisory Services
Texas
$27M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
UBS Group
UBS Group
Switzerland
$83M
3
SPWG
Syntegra Private Wealth Group
Missouri
$2.58M
4
SEIA
Signature Estate & Investment Advisors
California
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
251
Quad-Cities Investment Group
Iowa
$254K +$1.9K +37 +0.8%
CMS
252
Capital Market Strategies
Florida
$251K – – –
Ameriprise
253
Ameriprise
Minnesota
$251K -$105K -2,046 -29%
ODG
254
O'Dell Group
Ohio
$251K +$71.9K +1,400 +40%
IWA
255
Icon Wealth Advisors
Texas
$251K +$1.34K +26 +0.5%
WCM
256
WealthBridge Capital Management
Ohio
$241K -$29.2K -569 -11%
DAS
257
Dynamic Advisor Solutions
Arizona
$240K -$822 -16 -0.3%
PMFA
258
Plante Moran Financial Advisors
Michigan
$235K +$235K +4,571 New
IWM
259
Iams Wealth Management
Nebraska
$227K +$227K +4,412 New
WPW
260
Watershed Private Wealth
Illinois
$226K -$46.2K -899 -17%
EFG
261
Erickson Financial Group
Pennsylvania
$225K -$2.57K -50 -1%
IGWM
262
ICA Group Wealth Management
Colorado
$224K -$63.2K -1,231 -22%
OFS
263
OneAscent Financial Services
Alabama
$224K +$224K +4,371 New
CWM
264
Collaborative Wealth Management
Florida
$221K -$235K -4,567 -51%
CCM
265
Condor Capital Management
New Jersey
$220K -$567K -11,031 -72%
SW
266
SteelPeak Wealth
California
$219K -$2.06M -40,022 -90%
AAP
267
Arax Advisory Partners
Colorado
$216K – – –
GCA
268
Genesee Capital Advisors
New York
$214K +$2.21K +43 +1%
CBFP
269
Cedar Brook Financial Partners
Ohio
$212K – – –
FFN
270
Focus Financial Network
Minnesota
$208K +$208K +4,092 New
AWG
271
Altus Wealth Group
Colorado
$207K +$207K +4,039 New
GA
272
GoalVest Advisory
New York
$180K +$180K +3,506 New
SC
273
Stephens Consulting
Michigan
$180K +$565 +11 +0.3%
CFD
274
Creative Financial Designs
Indiana
$156K -$13.6K -264 -8%
SOS
275
Silver Oak Securities
Tennessee
$154K -$558K -10,866 -78%
9 10
11
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