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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

300 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
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
Wells Fargo
2
Wells Fargo
California
$127M
3
LPL Financial
3
LPL Financial
California
$130M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.1M
5
MMA
5
Miracle Mile Advisors
California
$31.2M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$18.4M
2
CWM
2
Congress Wealth Management
Massachusetts
$24.8M
3
APP
3
Avantax Planning Partners
Iowa
$37.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M
5
DC
5
DeDora Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
251
Conservest Capital Advisors
Pennsylvania
$257K – – –
BW
252
Bison Wealth
Georgia
$252K -$7.33K -141 -3%
AWM
253
AE Wealth Management
Kansas
$252K -$4.78K -92 -2%
Creative Planning
254
Creative Planning
Kansas
$252K -$85.9K -1,653 -25%
CMS
255
Capital Market Strategies
Florida
$249K -$5.2K -100 -2%
CAM
256
Cresset Asset Management
Illinois
$244K +$244K +4,700 New
IWM
257
Iams Wealth Management
Nebraska
$243K +$8.16K +157 +3%
LA
258
Lifeworks Advisors
Michigan
$236K -$87K -1,675 -27%
DAS
259
Dynamic Advisor Solutions
Arizona
$230K -$2.6K -50 -1%
AAP
260
Arax Advisory Partners
Colorado
$229K +$10.4K +200 +5%
JIR
261
James Investment Research
Ohio
$224K +$224K +4,315 New
CCM
262
Condor Capital Management
New Jersey
$223K – – –
QCIG
263
Quad-Cities Investment Group
Iowa
$222K +$2.23K +43 +1%
GCA
264
Genesee Capital Advisors
New York
$220K +$1.77K +34 +0.8%
DWM
265
Dopkins Wealth Management
New York
$201K +$201K +3,876 New
CJH
266
Christopher J. Hasenberg
Wisconsin
$166K +$166K +3,213 New
SC
267
Stephens Consulting
Michigan
$166K -$15.7K -302 -9%
CFD
268
Creative Financial Designs
Indiana
$160K +$1.66K +32 +1%
EC
269
Elequin Capital
New York
$141K -$388K -7,467 -73%
VF
270
VitalStone Financial
Texas
$130K -$3.43K -66 -3%
AA
271
Ancora Advisors
Ohio
$95.1K – – –
NS
272
NBC Securities
Alabama
$83K – – –
Qube Research & Technologies (QRT)
273
Qube Research & Technologies (QRT)
United Kingdom
$75K +$29.5K +568 +65%
CPG
274
Cornerstone Planning Group
New Jersey
$74.8K +$205 +4 +0.3%
TLA
275
Tanglewood Legacy Advisors
Texas
$61.4K +$260 +5 +0.4%
9 10
11
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