We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

306 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

9% more funds holding

Funds holding: 281306 (+25)

2.15% more ownership

Funds ownership: 75.34%77.49% (+2.2%)

5% more capital invested

Capital invested by funds: $1.43B → $1.5B (+$69.4M)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

Holders
306
Holders Change
+25
Holders Change %
+8.9%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
107
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFG
301
Team Financial Group
California
$4.7K
RFG
302
REAP Financial Group
Texas
$4.4K
SWP
303
Strategic Wealth Partners
Ohio
$1.42K -$220K -4,295 -99%
HNW
304
High Note Wealth
Minnesota
$511
ECA
305
Elevated Capital Advisors
Utah
$511 +$511 +10 New
BWM
306
Benson Wealth Management
Tennessee
$409 +$409 +8 New
FPAS
307
Focus Partners Advisor Solutions
Missouri
-$6.58M -129,800 Closed
UWP
308
Uniting Wealth Partners
Kansas
-$2.73M -53,911 Closed
Renaissance Technologies
309
Renaissance Technologies
New York
-$1.36M -26,773 Closed
MC
310
McCarthy & Cox
Ohio
-$938K -18,499 Closed
FIM
311
Freedom Investment Management
Connecticut
-$920K -18,143 Closed
IA
312
Intellus Advisors
Florida
-$639K -12,597 Closed
MMHP
313
Murphy Middleton Hinkle & Parker
Georgia
-$619K -12,200 Closed
TCWM
314
Total Clarity Wealth Management
Illinois
-$480K -9,462 Closed
FTUS
315
Flow Traders U.S.
New York
-$444K -8,764 Closed
PCIA
316
Prime Capital Investment Advisors
Kansas
-$419K -8,272 Closed
HF
317
HRT Financial
New York
-$394K -7,773 Closed
M1FG
318
Mach-1 Financial Group
Arkansas
-$374K -7,378 Closed
CWM
319
Cornerstone Wealth Management
Missouri
-$370K -7,292 Closed
MIM
320
Marshall Investment Management
Colorado
-$281K -5,536 Closed
MSFS
321
Main Street Financial Solutions
Pennsylvania
-$272K -5,356 Closed
MFS
322
McNamara Financial Services
Massachusetts
-$256K -5,051 Closed
PNC Financial Services Group
323
PNC Financial Services Group
Pennsylvania
-$50.9K -1,003 Closed
WAG
324
Wiser Advisor Group
Arizona
-$14.7K -290 Closed
GA
325
GoalVest Advisory
New York
-$3.8K -75 Closed