We are live on ! Find out more
FMB icon

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
Fidelity Investments
301
Fidelity Investments
Massachusetts
$52
Susquehanna International Group
302
Susquehanna International Group
Pennsylvania
-$2.13M -41,630 Closed
EFS
303
Econ Financial Services
Pennsylvania
-$1.99M -38,947 Closed
OMC
304
Old Mission Capital
Illinois
-$1.59M -31,099 Closed
DC
305
DeDora Capital
California
-$2.59M -30,852 Closed
VCM
306
Virtue Capital Management
Tennessee
-$827K -16,117 Closed
FTUS
307
Flow Traders U.S.
New York
-$517K -10,124 Closed
LCM
308
Lunt Capital Management
Utah
-$508K -9,947 Closed
SCM
309
Steele Capital Management
Iowa
-$445K -8,713 Closed
FFS
310
Founders Financial Securities
Maryland
-$411K -8,050 Closed
QPW
311
Quantum Private Wealth
Florida
-$368K -7,200 Closed
LS
312
Leelyn Smith
Illinois
-$274K -5,376 Closed
AWM
313
Apollon Wealth Management
South Carolina
-$261K -5,109 Closed
OFS
314
OneAscent Financial Services
Alabama
-$242K -4,747 Closed
Ameriprise
315
Ameriprise
Minnesota
-$238K -4,652 Closed
SOS
316
Silver Oak Securities
Tennessee
-$154K -3,010 Closed
RWMG
317
Redwood Wealth Management Group
New Jersey
-$111K -2,175 Closed
Franklin Resources
318
Franklin Resources
California
-$67.1K -1,314 Closed
IWP
319
IAG Wealth Partners
Wisconsin
-$53.5K -1,047 Closed
CAL
320
Capital Analysts LLC
Pennsylvania
-$37K -733 Closed
CFGS
321
Concourse Financial Group Securities
Alabama
-$25.8K -500 Closed
ME
322
McIlrath & Eck
Washington
-$14.2K -279 Closed