FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

294 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-5
Holders Change %
-1.67%
% of All Funds
3.95%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
103
Reduced
130
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$41.7M
2
Jane Street
2
Jane Street
New York
$17.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$27.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$152M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.92M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.44M
2
Creative Planning
2
Creative Planning
Kansas
$4.11M
3
LFG
3
Larson Financial Group
Missouri
$979K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.05M
5
LPL Financial
5
LPL Financial
California
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPG
276
Cornerstone Planning Group
New Jersey
$51.8K +$597 +12 +1%
DFA
277
DHJJ Financial Advisors
Illinois
$42.9K -$399 -8 -0.9%
CFD
278
Creative Financial Designs
Indiana
$41.8K – – –
T
279
Tidemark
California
$30.8K -$996 -20 -3%
EWM
280
Evolution Wealth Management
Florida
$27.5K +$27.5K +551 New
TLA
281
Tanglewood Legacy Advisors
Texas
$26.9K – – –
TIM
282
Total Investment Management
Arizona
$26.5K +$26.5K +532 New
CTC
283
Central Trust Company
Missouri
$20.6K – – –
TSMHT
284
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$150 +3 +0.8%
HCM
285
Hollencrest Capital Management
California
$10.5K – – –
CFB
286
Cullen/Frost Bankers
Texas
$9.06K +$100 +2 +1%
CAL
287
Capital Analysts LLC
Pennsylvania
$9K – – –
RF
288
Rossby Financial
Florida
$8.97K +$8.97K +180 New
NWM
289
Nova Wealth Management
Florida
$5.38K – – –
TFG
290
Team Financial Group
California
$4.58K +$4.58K +92 New
RFG
291
REAP Financial Group
Texas
$4.29K – – –
BCMLT
292
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K +$50 +1 +1%
CAM
293
Creekmur Asset Management
Illinois
$3.29K +$3.29K +66 New
HNW
294
High Note Wealth
Minnesota
$498 -$996 -20 -67%
NW
295
Naviter Wealth
Arkansas
– -$2.4M -47,616 Closed
WAG
296
Wiser Advisor Group
Arizona
– -$2.18M -43,186 Closed
SAM
297
Secure Asset Management
Michigan
– -$1.75M -34,662 Closed
WFAG
298
Worth Financial Advisory Group
North Carolina
– -$900K -17,848 Closed
TC
299
TownSquare Capital
Utah
– -$789K -15,640 Closed
OWA
300
ORBA Wealth Advisors
Illinois
– -$756K -15,000 Closed
9 10 11
12
13