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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
ODG
251
O'Dell Group
Ohio
$251K – – –
CMS
252
Capital Market Strategies
Florida
$250K – – –
OFS
253
OneAscent Financial Services
Alabama
$242K +$19.2K +376 +9%
Ameriprise
254
Ameriprise
Minnesota
$238K -$12.2K -238 -5%
IWM
255
Iams Wealth Management
Nebraska
$231K +$5.82K +114 +3%
DAS
256
Dynamic Advisor Solutions
Arizona
$228K -$10.7K -209 -4%
CCM
257
Condor Capital Management
New Jersey
$219K – – –
PFS
258
Prospect Financial Services
New York
$216K +$216K +4,225 New
QCIG
259
Quad-Cities Investment Group
Iowa
$216K -$36.8K -720 -15%
AAP
260
Arax Advisory Partners
Colorado
$214K – – –
GCA
261
Genesee Capital Advisors
New York
$214K +$1.74K +34 +0.8%
SC
262
Stephens Consulting
Michigan
$178K -$613 -12 -0.3%
CFD
263
Creative Financial Designs
Indiana
$156K +$868 +17 +0.6%
SOS
264
Silver Oak Securities
Tennessee
$154K +$460 +9 +0.3%
IGWM
265
ICA Group Wealth Management
Colorado
$149K -$73.6K -1,442 -33%
TSWM
266
Tyler-Stone Wealth Management
Ohio
$133K +$1.02K +20 +0.8%
VF
267
VitalStone Financial
Texas
$131K -$17K -333 -11%
IAIM
268
International Assets Investment Management
Florida
$112K +$112K +2,198 New
RWMG
269
Redwood Wealth Management Group
New Jersey
$111K +$111K +2,175 New
FFA
270
Farther Finance Advisors
California
$102K +$102K +1,998 New
AA
271
Ancora Advisors
Ohio
$93.5K – – –
CAS
272
Coppell Advisory Solutions
Texas
$84.4K +$84.4K +1,652 New
NS
273
NBC Securities
Alabama
$81K – – –
CPG
274
Cornerstone Planning Group
New Jersey
$75.8K +$75.8K +1,460 New
T
275
Tidemark
California
$73.1K -$17.6K -344 -19%
9 10
11
12 13