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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
26
Frisch Financial Group
New York
$11.6M +$10.3M +202,700 +832%
PP
27
PFS Partners
New Jersey
$11.4M +$825K +16,192 +8%
EFL
28
ERn Financial LLC
Wisconsin
$11.4M +$659K +12,937 +6%
Stifel Financial
29
Stifel Financial
Missouri
$11M +$2.31M +45,435 +27%
Citigroup
30
Citigroup
New York
$10.4M -$2.76M -54,152 -21%
LPT
31
Legacy Private Trust
Wisconsin
$9.71M +$168K +3,295 +2%
SPWG
32
Syntegra Private Wealth Group
Missouri
$9.05M +$1M +19,642 +12%
VCP
33
Verus Capital Partners
Arizona
$8.63M +$403K +7,921 +5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$8.55M +$490K +9,613 +6%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$8.31M +$361K +7,090 +5%
PAG
36
Private Advisor Group
New Jersey
$7.95M +$102K +1,999 +1%
KIG
37
Kowal Investment Group
Wisconsin
$7.51M +$135K +2,645 +2%
SEIA
38
Signature Estate & Investment Advisors
California
$7.15M -$3.49M -68,452 -33%
AWM
39
AE Wealth Management
Kansas
$6.86M -$168K -3,296 -2%
RA
40
RFG Advisory
Alabama
$6.49M -$3.42M -67,226 -35%
AFG
41
Arkansas Financial Group
Arkansas
$6.21M +$80.2K +1,574 +1%
GAG
42
GM Advisory Group
New York
$5.58M +$1.19M +23,317 +27%
BWM
43
BCGM Wealth Management
Indiana
$5.57M -$76.6K -1,504 -1%
MML Investors Services
44
MML Investors Services
Massachusetts
$5.56M +$154K +3,030 +3%
EC
45
EdgeRock Capital
Colorado
$5.47M +$248K +4,868 +5%
RWB
46
RMR Wealth Builders
New Jersey
$5.46M +$1.62M +31,868 +42%
CTB
47
Country Trust Bank
Illinois
$4.93M +$2.56M +50,281 +108%
NA
48
NewEdge Advisors
Louisiana
$4.79M +$1.79M +35,133 +60%
FCM
49
Family Capital Management
Michigan
$4.76M +$463K +9,084 +11%
FHA
50
First Horizon Advisors
Tennessee
$4.72M +$901K +17,681 +24%
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