FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
26
Kowal Investment Group
Wisconsin
$11.3M +$806K +15,604 +8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$11.3M -$586K -11,341 -5%
Renaissance Technologies
28
Renaissance Technologies
New York
$11.3M +$11.3M +217,903 New
FFG
29
Frisch Financial Group
New York
$10.8M -$1.9M -36,725 -15%
M
30
MOTCO
Texas
$10.7M -$906K -17,529 -8%
VCP
31
Verus Capital Partners
Arizona
$10.5M +$916K +17,737 +10%
RA
32
RFG Advisory
Alabama
$10.1M +$9.07M +175,530 +916%
RWB
33
RMR Wealth Builders
New Jersey
$10M +$2.07M +40,010 +26%
SPWG
34
Syntegra Private Wealth Group
Missouri
$9.92M -$79.4K -1,537 -0.8%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$8.49M +$5.07M +98,138 +148%
Citigroup
36
Citigroup
New York
$8.45M -$1.56M -30,231 -16%
PAG
37
Private Advisor Group
New Jersey
$8.31M +$949K +18,376 +13%
NA
38
NewEdge Advisors
Louisiana
$7.75M +$633K +12,312 +9%
VFPI
39
Vantage Financial Partners (Illinois)
Illinois
$7.35M +$7.35M +142,223 New
CAN
40
Cetera Advisor Networks
California
$7.32M +$3.82M +73,998 +109%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$7.24M +$4.64M +89,849 +179%
SEIA
42
Signature Estate & Investment Advisors
California
$7.24M -$170K -3,293 -2%
GAG
43
GM Advisory Group
New York
$6.89M +$454K +8,790 +7%
AFG
44
Arkansas Financial Group
Arkansas
$6.06M -$427K -8,260 -7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$5.9M -$36.7K -710 -0.6%
MFG
46
Magnus Financial Group
New York
$5.82M -$9.53M -184,467 -62%
FHA
47
First Horizon Advisors
Tennessee
$5.68M +$1.29M +24,890 +29%
FAIM
48
Financial Advocates Investment Management
Washington
$5.47M -$303K -5,863 -5%
BWM
49
BCGM Wealth Management
Indiana
$5.11M -$527K -10,207 -9%
MML Investors Services
50
MML Investors Services
Massachusetts
$5.06M -$638K -12,357 -11%
1
2
3 4 5