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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNW
301
High Note Wealth
Minnesota
$5.61K +$5.61K +110 New
MDA
302
Minot DeBlois Advisors
Massachusetts
$5.31K +$5.31K +104 New
RFG
303
REAP Financial Group
Texas
$4.39K – – –
BCMLT
304
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.97K +$51 +1 +1%
GI
305
GAMMA Investing
California
$1.58K – – –
VWM
306
Venturi Wealth Management
Texas
$1.48K -$12.6K -246 -89%
NS
307
NBC Securities
Alabama
$121 -$96.6K -1,596 -100%
Fidelity Investments
308
Fidelity Investments
Massachusetts
$51 – – –
FMP
309
Financial Management Professionals
Texas
$3 – – –
IAIM
310
International Assets Investment Management
Florida
– -$2.2K -114,208 Closed
IWP
311
Invenio Wealth Partners
Florida
– -$3.32M -63,865 Closed
WMR
312
Wealth Management Resources
Rhode Island
– -$679K -13,062 Closed
OWA
313
ORBA Wealth Advisors
Illinois
– -$650K -12,500 Closed
MI
314
Moneywise Inc
Virginia
– -$612K -11,783 Closed
MWM
315
Meridian Wealth Management
Kentucky
– -$388K -7,471 Closed
EWS
316
Evergreen Wealth Solutions
Pennsylvania
– -$323K -6,216 Closed
ODG
317
O'Dell Group
Ohio
– -$295K -5,670 Closed
PWS
318
Proactive Wealth Strategies
Georgia
– -$286K -5,499 Closed
SEIA
319
Signature Estate & Investment Advisors
California
– -$268K -5,160 Closed
CCA
320
Conservest Capital Advisors
Pennsylvania
– -$257K -5,005 Closed
CMS
321
Capital Market Strategies
Florida
– -$249K -4,795 Closed
CAM
322
Cresset Asset Management
Illinois
– -$244K -4,700 Closed
IWM
323
Iams Wealth Management
Nebraska
– -$243K -4,683 Closed
QCIG
324
Quad-Cities Investment Group
Iowa
– -$222K -4,264 Closed
DWM
325
Dopkins Wealth Management
New York
– -$201K -3,876 Closed
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