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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
301
Tower Wealth Partners
Pennsylvania
– -$2.06M -40,124 Closed
KFGK
302
Keystone Financial Group (Kentucky)
Kentucky
– -$1.61M -31,287 Closed
LFAS
303
Level Four Advisory Services
Texas
– -$1.04M -20,155 Closed
BFG
304
Beacon Financial Group
Texas
– -$994K -19,363 Closed
LNC
305
Lincoln National Corp
Pennsylvania
– -$763K -14,863 Closed
PWM
306
Peterson Wealth Management
Nevada
– -$429K -8,355 Closed
NPI
307
New Perspectives Inc
Mississippi
– -$341K -6,644 Closed
MAM
308
Meeder Asset Management
Ohio
– -$330K -6,420 Closed
TIM
309
Total Investment Management
Arizona
– -$303K -5,891 Closed
WCM
310
WealthBridge Capital Management
Ohio
– -$241K -4,698 Closed
WPW
311
Watershed Private Wealth
Illinois
– -$226K -4,398 Closed
EFG
312
Erickson Financial Group
Pennsylvania
– -$225K -4,389 Closed
CWM
313
Collaborative Wealth Management
Florida
– -$221K -4,312 Closed
SW
314
SteelPeak Wealth
California
– -$219K -4,258 Closed
CBFP
315
Cedar Brook Financial Partners
Ohio
– -$212K -4,134 Closed
AWG
316
Altus Wealth Group
Colorado
– -$207K -4,039 Closed
GA
317
GoalVest Advisory
New York
– -$180K -3,506 Closed
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
– -$1.31M -2,828 Closed
FAM
319
Formidable Asset Management
Ohio
– -$131K -2,542 Closed
PNC Financial Services Group
320
PNC Financial Services Group
Pennsylvania
– -$28.6K -556 Closed
BNP Paribas Financial Markets
321
BNP Paribas Financial Markets
France
– -$5.09K -99 Closed
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