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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

299 hedge funds and large institutions have $1.55B invested in First Trust Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
113
Reduced
128
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$19.5M
2
Wells Fargo
Wells Fargo
California
$135M
3
Osaic Holdings
Osaic Holdings
Arizona
$25M
4
Jane Street
Jane Street
New York
$9.56M
5
NA
NewEdge Advisors
Louisiana
$23M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
Morgan Stanley
Morgan Stanley
New York
$150M
3
RA
RFG Advisory
Alabama
$1.05M
4
OMC
Old Mission Capital
Illinois
$0
5
SFA
Sequoia Financial Advisors
Ohio
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFC
251
Coyle Financial Counsel
Illinois
$271K – – –
TSWM
252
Tyler-Stone Wealth Management
Ohio
$269K +$2.22K +44 +0.8%
TA
253
TrueWealth Advisors
Alabama
$263K +$58.4K +1,158 +29%
IWA
254
Icon Wealth Advisors
Texas
$254K +$2.07K +41 +0.8%
TWP
255
Tempus Wealth Planning
California
$249K -$98.2K -1,948 -28%
CJH
256
Christopher J. Hasenberg
Wisconsin
$247K – – –
OFS
257
OneAscent Financial Services
Alabama
$236K -$5.64K -112 -2%
CCG
258
Catalina Capital Group
California
$235K -$99.7K -1,978 -30%
PW
259
Pandora Wealth
Illinois
$231K +$231K +4,579 New
QFW
260
QTR Family Wealth
Florida
$229K +$229K +4,538 New
TCM
261
Triumph Capital Management
Colorado
$223K +$10.7K +213 +5%
IWM
262
Iams Wealth Management
Nebraska
$220K +$220K +4,368 New
GCA
263
Genesee Capital Advisors
New York
$216K +$1.16K +23 +0.5%
CCM
264
Condor Capital Management
New Jersey
$216K – – –
NWMG
265
National Wealth Management Group
Ohio
$212K -$80.1K -1,589 -27%
FF
266
Financial Futures
New Jersey
$209K +$209K +4,136 New
PA
267
Pineridge Advisors
Missouri
$207K +$1.71K +34 +0.8%
ARC
268
Advisor Resource Council
Texas
$202K +$202K +4,000 New
BF
269
BOK Financial
Oklahoma
$197K +$197K +3,901 New
SC
270
Stephens Consulting
Michigan
$123K -$3.68K -73 -3%
NS
271
NBC Securities
Alabama
$120K +$120K +2,380 +119,000%
HDIM
272
Hanson & Doremus Investment Management
Vermont
$113K +$113K +2,233 New
PB
273
Pinnacle Bancorp
Nebraska
$108K – – –
AA
274
Ancora Advisors
Ohio
$92.3K – – –
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$89.7K -$50.4K -1,000 -36%
9 10
11
12 13