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First Trust Managed Municipal ETF

301 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1% more funds holding

Funds holding: 297301 (+4)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$47M)

0.18% more ownership

Funds ownership: 75.93%76.11% (+0.18%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
301
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TLA
276
Tanglewood Legacy Advisors
Texas
$61.4K +$258 +5 +0.4%
WWP
277
WR Wealth Planners
Missouri
$57.2K
CA
278
Continuum Advisory
Idaho
$52.1K +$7.95K +154 +18%
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$52K
T
280
Tidemark
California
$48.6K -$25.7K -497 -35%
DFA
281
DHJJ Financial Advisors
Illinois
$46.3K +$5.21K +101 +13%
PB
282
Pinnacle Bancorp
Nebraska
$44.2K
CAS
283
Coppell Advisory Solutions
Texas
$42.9K -$42.6K -826 -50%
FAM
284
Flaharty Asset Management
Florida
$30.5K +$30.3K +587 New
Bessemer Group
285
Bessemer Group
New Jersey
$26K +$25.5K +493 New
CTC
286
Central Trust Company
Missouri
$21.5K
CA
287
CoreCap Advisors
Michigan
$16.2K
VWM
288
Venturi Wealth Management
Texas
$14.3K +$14.2K +275 New
BNP Paribas Financial Markets
289
BNP Paribas Financial Markets
France
$12.1K +$12K +233 New
HCM
290
Hollencrest Capital Management
California
$10.9K -$2.01K -39 -16%
GA
291
GoalVest Advisory
New York
$9.92K +$9.86K +191 New
CFB
292
Cullen/Frost Bankers
Texas
$9.22K +$9.14K +177 New
JIP
293
Jaffetilchin Investment Partners
Florida
$5.66K +$5.63K +109 New
TRCT
294
Tower Research Capital (TRC)
New York
$4.62K -$13.9K -270 -75%
RFG
295
REAP Financial Group
Texas
$4.47K
BCMLT
296
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.01K
TAM
297
Tucker Asset Management
Colorado
$2.96K
IAIM
298
International Assets Investment Management
Florida
$2.2K +$5.78M +112,010 +5,096%
GI
299
GAMMA Investing
California
$1.61K
PIS
300
POM Investment Strategies
North Carolina
$260 +$258 +5 New