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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 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 24 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
293
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
103
Reduced
130
Closed
26
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
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$12.7M

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 Market Value Shares Shares
Change 		Shares
Change %
FFN
301
Focus Financial Network
Minnesota
– – -11,900 Closed
VCM
302
Virtue Capital Management
Tennessee
– – -10,498 Closed
CC
303
Capstone Capital
Nevada
– – -7,709 Closed
PPWM
304
Paragon Private Wealth Management
Kentucky
– – -7,594 Closed
MAS
305
Meeder Advisory Services
Ohio
– – -7,081 Closed
WCFA
306
Walkner Condon Financial Advisors
Wisconsin
– – -6,605 Closed
JIR
307
James Investment Research
Ohio
– – -6,473 Closed
STFP
308
Signal Tree Financial Partners
Ohio
– – -6,216 Closed
KWM
309
Kingsview Wealth Management
Oregon
– – -6,006 Closed
Ameriprise
310
Ameriprise
Minnesota
– – -5,637 Closed
MIM
311
Marshall Investment Management
Colorado
– – -5,516 Closed
TWP
312
Tempus Wealth Planning
California
– – -4,936 Closed
OFS
313
OneAscent Financial Services
Alabama
– – -4,688 Closed
IWM
314
Iams Wealth Management
Nebraska
– – -4,368 Closed
FF
315
Financial Futures
New Jersey
– – -4,136 Closed
ARC
316
Advisor Resource Council
Texas
– – -4,000 Closed
CA
317
Continuum Advisory
Idaho
– – -1,016 Closed
TCM
318
TD Capital Management
Tennessee
– – -312 Closed
TCM
319
TruNorth Capital Management
Michigan
– – -206 Closed
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
– – -80 Closed
GI
321
GAMMA Investing
California
– – -31 Closed
FMP
322
Financial Management Professionals
Texas
– – – –
AWM
323
Activest Wealth Management
Florida
– – – –
9 10 11 12
13