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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$10.7M -$128K -2,512 -1%
M
27
MOTCO
Texas
$10.4M -$21.3K -417 -0.2%
KIG
28
Kowal Investment Group
Wisconsin
$9.87M -$1.43M -27,966 -13%
VCP
29
Verus Capital Partners
Arizona
$9.69M -$1.48M -28,942 -13%
RA
30
RFG Advisory
Alabama
$9.65M -$168K -3,281 -2%
FFG
31
Frisch Financial Group
New York
$9.43M -$1.08M -21,079 -10%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$8.87M +$495K +9,696 +6%
KAS
33
Kestra Advisory Services
Texas
$8.77M -$4.04M -79,119 -32%
GAG
34
GM Advisory Group
New York
$8.46M +$1.49M +29,187 +21%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$8.03M -$50.2K -984 -0.6%
PAG
36
Private Advisor Group
New Jersey
$8.03M -$513K -10,051 -6%
VFPI
37
Vantage Financial Partners (Illinois)
Illinois
$7.86M +$383K +7,494 +5%
LFG
38
Larson Financial Group
Missouri
$7.74M +$5.18M +101,412 +202%
Citigroup
39
Citigroup
New York
$7.68M -$132K -2,577 -2%
FPIS
40
Financial Planning & Information Services
Wisconsin
$6.94M -$2.4M -47,101 -26%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$6.54M +$220K +4,313 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$6.26M +$565K +11,072 +10%
AFG
43
Arkansas Financial Group
Arkansas
$6.22M +$39.1K +765 +0.6%
FHA
44
First Horizon Advisors
Tennessee
$5.67M +$152K +2,980 +3%
FAIM
45
Financial Advocates Investment Management
Washington
$5.66M -$519K -10,164 -8%
MML Investors Services
46
MML Investors Services
Massachusetts
$5.28M +$440K +8,613 +9%
CTB
47
Country Trust Bank
Illinois
$5.26M -$164K -3,219 -3%
BWM
48
BCGM Wealth Management
Indiana
$5.17M +$139K +2,714 +3%
MFG
49
Magnus Financial Group
New York
$5.08M -$130K -2,544 -2%
MOS
50
MGO One Seven
Ohio
$4.94M +$48.4K +948 +1%
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