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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWSG
251
GPS Wealth Strategies Group
Colorado
$280K – – –
RIA
252
Regal Investment Advisors
Michigan
$276K -$18.5K -362 -6%
FPCG
253
Forum Private Client Group
Indiana
$276K +$276K +5,402 New
HIM
254
Hanlon Investment Management
New Jersey
$275K – – –
CFC
255
Coyle Financial Counsel
Illinois
$274K +$274K +5,366 New
TSWM
256
Tyler-Stone Wealth Management
Ohio
$270K +$2.14K +42 +0.8%
GWM
257
Geneos Wealth Management
Colorado
$269K – – –
PFS
258
Prospect Financial Services
New York
$266K +$1.02K +20 +0.4%
STFP
259
Signal Tree Financial Partners
Ohio
$263K +$263K +5,162 New
LWM
260
Lionshead Wealth Management
New York
$260K +$260K +5,098 New
EGM
261
Engineers Gate Manager
New York
$260K +$260K +5,088 New
MFS
262
McNamara Financial Services
Massachusetts
$256K -$56.3K -1,103 -18%
IWA
263
Icon Wealth Advisors
Texas
$255K +$2.04K +40 +0.8%
AFG
264
Atomi Financial Group
New York
$249K +$249K +4,891 New
CJH
265
Christopher J. Hasenberg
Wisconsin
$249K +$84.9K +1,664 +52%
Creative Planning
266
Creative Planning
Kansas
$247K – – –
OFS
267
OneAscent Financial Services
Alabama
$245K +$245K +4,800 New
BW
268
Bison Wealth
Georgia
$238K -$9.18K -180 -4%
MW
269
Maia Wealth
Colorado
$234K +$234K +4,575 New
LA
270
Lifeworks Advisors
Michigan
$232K – – –
CAS
271
Coppell Advisory Solutions
Texas
$223K +$180K +3,535 +428%
CCM
272
Condor Capital Management
New Jersey
$219K – – –
GCA
273
Genesee Capital Advisors
New York
$218K +$1.73K +34 +0.8%
TCM
274
Triumph Capital Management
Colorado
$214K +$214K +4,201 New
PA
275
Pineridge Advisors
Missouri
$208K -$157K -3,083 -43%
9 10
11
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