FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
276
Old Mission Capital
Illinois
– -$4.95M -98,730 Closed
VCM
277
Vivaldi Capital Management
Illinois
– -$2.67M -52,553 Closed
PPWM
278
PFG Private Wealth Management
Florida
– -$1.48M -29,509 Closed
BC
279
Bowman & Company
Wisconsin
– -$1.15M -22,907 Closed
FZCM
280
Flynn Zito Capital Management
New York
– -$841K -16,792 Closed
AC
281
AWM Capital
Arizona
– -$401K -8,000 Closed
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
– -$352K -7,024 Closed
EWS
283
Evergreen Wealth Solutions
Pennsylvania
– -$322K -6,421 Closed
CMS
284
Capital Market Strategies
Florida
– -$313K -6,240 Closed
SBWIC
285
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$281K -5,601 Closed
WWM
286
Wagner Wealth Management
South Carolina
– -$273K -5,440 Closed
KWM
287
Kingsview Wealth Management
Oregon
– -$243K -4,848 Closed
IWM
288
Iams Wealth Management
Nebraska
– -$229K -4,564 Closed
FPAS
289
Focus Partners Advisor Solutions
Missouri
– -$223K -4,447 Closed
SFPG
290
Stonebridge Financial Planning Group
Florida
– -$205K -4,100 Closed
MCC
291
Money Concepts Capital
Florida
– -$187K -3,729 Closed
VF
292
VitalStone Financial
Texas
– -$87K -1,740 Closed
CASC
293
Coppell Advisory Solutions Corp
Texas
– -$1.5K -30 Closed
CAS
294
Coppell Advisory Solutions
Texas
– -$1.5K -30 Closed
Allspring Global Investments
295
Allspring Global Investments
North Carolina
– -$1.4K -28 Closed
AssetMark Inc
296
AssetMark Inc
California
– -$50 -1 Closed
FA
297
Fiduciary Alliance
South Carolina
– -$29 -1 Closed
8 9 10 11
12