FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
Wells Fargo
2
Wells Fargo
California
$127M
3
LPL Financial
3
LPL Financial
California
$130M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.1M
5
MMA
5
Miracle Mile Advisors
California
$31.2M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$18.4M
2
CWM
2
Congress Wealth Management
Massachusetts
$24.8M
3
APP
3
Avantax Planning Partners
Iowa
$37.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M
5
DC
5
DeDora Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAMG
26
CWA Asset Management Group
Florida
$13.1M +$13.1M +251,877 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$12.1M -$2.03M -39,144 -14%
FFG
28
Frisch Financial Group
New York
$10.6M +$1.04M +19,956 +11%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10.6M -$254K -4,884 -2%
M
30
MOTCO
Texas
$10.5M -$45.1K -868 -0.4%
VCP
31
Verus Capital Partners
Arizona
$10.5M +$617K +11,868 +6%
GAG
32
GM Advisory Group
New York
$10.3M +$1.73M +33,240 +20%
KIG
33
Kowal Investment Group
Wisconsin
$9.98M -$55.4K -1,066 -0.6%
LFG
34
Larson Financial Group
Missouri
$9.91M +$2.03M +39,105 +26%
RA
35
RFG Advisory
Alabama
$9.44M -$379K -7,301 -4%
KAS
36
Kestra Advisory Services
Texas
$9.04M +$113K +2,166 +1%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$9.03M +$854K +16,429 +10%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$9.02M -$7.69K -148 -0.1%
PAG
39
Private Advisor Group
New Jersey
$7.83M -$347K -6,679 -4%
HighTower Advisors
40
HighTower Advisors
Illinois
$6.38M +$7.49K +144 +0.1%
AFG
41
Arkansas Financial Group
Arkansas
$6.36M +$30.8K +592 +0.5%
FPIS
42
Financial Planning & Information Services
Wisconsin
$6.23M -$831K -16,000 -12%
Renaissance Technologies
43
Renaissance Technologies
New York
$6.22M +$3.59M +69,187 +137%
Citigroup
44
Citigroup
New York
$6.08M -$1.74M -33,535 -22%
MML Investors Services
45
MML Investors Services
Massachusetts
$6M +$630K +12,124 +12%
FHA
46
First Horizon Advisors
Tennessee
$5.78M +$12.1K +233 +0.2%
FAIM
47
Financial Advocates Investment Management
Washington
$5.67M -$95.7K -1,842 -2%
BWM
48
BCGM Wealth Management
Indiana
$5.57M +$306K +5,885 +6%
JSW
49
Journey Strategic Wealth
New Jersey
$5.42M +$461K +8,874 +9%
MFG
50
Magnus Financial Group
New York
$5.28M +$117K +2,247 +2%
1
2
3 4 5