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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.3M
2
LPL Financial
2
LPL Financial
California
$126M
3
Wells Fargo
3
Wells Fargo
California
$115M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13M
5
AAS
5
Avantax Advisory Services
Texas
$27M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
UBS Group
2
UBS Group
Switzerland
$83M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$2.58M
4
SEIA
4
Signature Estate & Investment Advisors
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
26
RMR Wealth Builders
New Jersey
$12.3M +$2.32M +45,102 +23%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$12.1M +$508K +9,895 +4%
KIG
28
Kowal Investment Group
Wisconsin
$11.4M +$97.5K +1,899 +0.9%
VCP
29
Verus Capital Partners
Arizona
$11.2M +$832K +16,197 +8%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10.8M -$361K -7,036 -3%
FFG
31
Frisch Financial Group
New York
$10.6M -$131K -2,547 -1%
M
32
MOTCO
Texas
$10.5M -$120K -2,334 -1%
RA
33
RFG Advisory
Alabama
$9.88M -$121K -2,363 -1%
FPIS
34
Financial Planning & Information Services
Wisconsin
$9.4M -$3.82M -74,376 -29%
NA
35
NewEdge Advisors
Louisiana
$8.73M +$989K +19,260 +13%
PAG
36
Private Advisor Group
New Jersey
$8.6M +$340K +6,628 +4%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$8.43M -$15.2K -295 -0.2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$8.13M +$936K +18,221 +13%
Citigroup
39
Citigroup
New York
$7.86M -$537K -10,449 -6%
CAN
40
Cetera Advisor Networks
California
$7.74M +$468K +9,109 +6%
VFPI
41
Vantage Financial Partners (Illinois)
Illinois
$7.52M +$213K +4,155 +3%
GAG
42
GM Advisory Group
New York
$7.01M +$161K +3,125 +2%
AWA
43
ARQ Wealth Advisors
Arizona
$6.43M +$6.43M +125,155 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$6.35M +$486K +9,463 +8%
FAIM
45
Financial Advocates Investment Management
Washington
$6.22M +$783K +15,240 +14%
AFG
46
Arkansas Financial Group
Arkansas
$6.21M +$184K +3,580 +3%
HighTower Advisors
47
HighTower Advisors
Illinois
$5.73M +$4.1M +79,703 +251%
FHA
48
First Horizon Advisors
Tennessee
$5.55M -$96K -1,869 -2%
Renaissance Technologies
49
Renaissance Technologies
New York
$5.51M -$5.68M -110,603 -51%
CTB
50
Country Trust Bank
Illinois
$5.46M +$817K +15,916 +18%
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