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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
3
LPL Financial
California
$103M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
KIG
5
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
276
Comprehensive Wealth Management
Washington
– -$919K -18,045 Closed
CCM
277
Chiron Capital Management
Florida
– -$427K -8,380 Closed
TB
278
Treynor Bancshares
Iowa
– -$410K -8,046 Closed
BAM
279
Belpointe Asset Management
Nevada
– -$388K -7,622 Closed
OFS
280
OneAscent Financial Services
Alabama
– -$322K -6,319 Closed
XF
281
XML Financial
Maryland
– -$291K -5,719 Closed
VFA
282
Valeo Financial Advisors
Indiana
– -$234K -4,600 Closed
WIA
283
World Investment Advisors
California
– -$225K -4,425 Closed
AWM
284
Accel Wealth Management
Iowa
– -$158K -3,102 Closed
FMP
285
Financial Management Professionals
Texas
– -$110K -2,157 Closed
CF
286
Centaurus Financial
California
– -$106K -2,078 Closed
AIM
287
Anchor Investment Management
South Carolina
– -$93.1K -1,827 Closed
TCWA
288
Ten Capital Wealth Advisors
Washington
– -$87K -1,709 Closed
WT
289
Washington Trust
Rhode Island
– -$57.2K -1,122 Closed
WTA
290
Washington Trust Advisors
Massachusetts
– -$57.2K -1,122 Closed
HIA
291
Harbor Investment Advisory
Maryland
– -$38.4K -754 Closed
IWP
292
IAG Wealth Partners
Wisconsin
– -$31.3K -615 Closed
GWS
293
Glassman Wealth Services
Virginia
– -$28.3K -556 Closed
WP
294
WealthPLAN Partners
Nebraska
– -$24K -472 Closed
Fidelity Investments
295
Fidelity Investments
Massachusetts
– -$22.2K -435 Closed
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
– -$21.6K -425 Closed
TRCT
297
Tower Research Capital (TRC)
New York
– -$13K -256 Closed
Bank of Montreal
298
Bank of Montreal
Ontario, Canada
– -$10.2K -200 Closed
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