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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
3
LPL Financial
California
$103M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
KIG
5
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$11.4M +$86.3K +1,702 +0.8%
PP
27
PFS Partners
New Jersey
$11.2M -$123K -2,424 -1%
Stifel Financial
28
Stifel Financial
Missouri
$10.6M -$316K -6,237 -3%
Citigroup
29
Citigroup
New York
$10.4M +$123K +2,432 +1%
SPWG
30
Syntegra Private Wealth Group
Missouri
$9.78M +$779K +15,371 +9%
KIG
31
Kowal Investment Group
Wisconsin
$9.57M +$2.1M +41,401 +28%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$9.14M +$871K +17,181 +11%
PAG
33
Private Advisor Group
New Jersey
$8.56M +$646K +12,750 +8%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$8.5M -$10.4K -205 -0.1%
VCP
35
Verus Capital Partners
Arizona
$8.36M -$224K -4,421 -3%
RWB
36
RMR Wealth Builders
New Jersey
$7.47M +$2.04M +40,344 +38%
SEIA
37
Signature Estate & Investment Advisors
California
$7.46M +$342K +6,741 +5%
RA
38
RFG Advisory
Alabama
$6.56M +$111K +2,191 +2%
AFG
39
Arkansas Financial Group
Arkansas
$6.22M +$41.1K +811 +0.7%
NA
40
NewEdge Advisors
Louisiana
$6.12M +$1.36M +26,755 +28%
FAIM
41
Financial Advocates Investment Management
Washington
$6.07M +$1.58M +31,110 +35%
BWM
42
BCGM Wealth Management
Indiana
$5.99M +$455K +8,981 +8%
GAG
43
GM Advisory Group
New York
$5.84M +$283K +5,589 +5%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$5.83M -$5.99M -118,271 -51%
Renaissance Technologies
45
Renaissance Technologies
New York
$5.68M -$9.74M -192,168 -63%
MML Investors Services
46
MML Investors Services
Massachusetts
$5.65M +$117K +2,317 +2%
EC
47
EdgeRock Capital
Colorado
$5.3M -$141K -2,784 -3%
CTB
48
Country Trust Bank
Illinois
$4.97M +$57.1K +1,126 +1%
APWM
49
Atlas Private Wealth Management
New York
$4.82M +$462K +9,113 +11%
FCM
50
Family Capital Management
Michigan
$4.68M -$47.1K -929 -1%
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