FMB icon

First Trust Managed Municipal ETF

295 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 26 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.5M
2 -$15.2M
3 -$14.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.7M
5
LPL Financial
LPL Financial
California
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
276
Flaharty Asset Management
Florida
$60.3K
CPG
277
Cornerstone Planning Group
New Jersey
$51.8K
DFA
278
DHJJ Financial Advisors
Illinois
$42.9K
CFD
279
Creative Financial Designs
Indiana
$41.8K
T
280
Tidemark
California
$30.8K
EWM
281
Evolution Wealth Management
Florida
$27.5K
TLA
282
Tanglewood Legacy Advisors
Texas
$26.9K
TIM
283
Total Investment Management
Arizona
$26.5K
CTC
284
Central Trust Company
Missouri
$20.6K
TSMHT
285
Thurston Springer Miller Herd & Titak
Indiana
$19.9K
HCM
286
Hollencrest Capital Management
California
$10.5K
CFB
287
Cullen/Frost Bankers
Texas
$9.06K
CAL
288
Capital Analysts LLC
Pennsylvania
$9K
RF
289
Rossby Financial
Florida
$8.97K
NWM
290
Nova Wealth Management
Florida
$5.38K
TFG
291
Team Financial Group
California
$4.58K
RFG
292
REAP Financial Group
Texas
$4.29K
BCMLT
293
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K
CAM
294
Creekmur Asset Management
Illinois
$3.29K
HNW
295
High Note Wealth
Minnesota
$498
NW
296
Naviter Wealth
Arkansas
WAG
297
Wiser Advisor Group
Arizona
SAM
298
Secure Asset Management
Michigan
WFAG
299
Worth Financial Advisory Group
North Carolina
TC
300
TownSquare Capital
Utah