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First Trust Managed Municipal ETF

301 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1% more funds holding

Funds holding: 297301 (+4)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$47M)

0.18% more ownership

Funds ownership: 75.93%76.11% (+0.18%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
301
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
251
Icon Wealth Advisors
Texas
$258K +$1.39K +27 +0.5%
CCA
252
Conservest Capital Advisors
Pennsylvania
$257K
BW
253
Bison Wealth
Georgia
$252K -$7.28K -141 -3%
AWM
254
AE Wealth Management
Kansas
$252K -$4.75K -92 -2%
Creative Planning
255
Creative Planning
Kansas
$252K -$85.3K -1,653 -25%
CMS
256
Capital Market Strategies
Florida
$249K -$5.16K -100 -2%
CAM
257
Cresset Asset Management
Illinois
$244K +$243K +4,700 New
IWM
258
Iams Wealth Management
Nebraska
$243K +$8.11K +157 +3%
LA
259
Lifeworks Advisors
Michigan
$236K -$86.5K -1,675 -27%
DAS
260
Dynamic Advisor Solutions
Arizona
$230K -$2.58K -50 -1%
AAP
261
Arax Advisory Partners
Colorado
$229K +$10.3K +200 +5%
JIR
262
James Investment Research
Ohio
$224K +$223K +4,315 New
CCM
263
Condor Capital Management
New Jersey
$223K
QCIG
264
Quad-Cities Investment Group
Iowa
$222K +$2.22K +43 +1%
GCA
265
Genesee Capital Advisors
New York
$220K +$1.75K +34 +0.8%
DWM
266
Dopkins Wealth Management
New York
$201K +$200K +3,876 New
CJH
267
Christopher J. Hasenberg
Wisconsin
$166K +$166K +3,213 New
SC
268
Stephens Consulting
Michigan
$166K -$15.6K -302 -9%
CFD
269
Creative Financial Designs
Indiana
$160K +$1.65K +32 +1%
EC
270
Elequin Capital
New York
$141K -$386K -7,467 -73%
VF
271
VitalStone Financial
Texas
$130K -$3.41K -66 -3%
AA
272
Ancora Advisors
Ohio
$95.1K
NS
273
NBC Securities
Alabama
$83K
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$75K +$29.3K +568 +65%
CPG
275
Cornerstone Planning Group
New Jersey
$74.8K +$207 +4 +0.3%