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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
26
Larson Financial Group
Missouri
$14.1M +$4.35M +85,293 +45%
CAMG
27
CWA Asset Management Group
Florida
$11.7M -$1.16M -22,775 -9%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$11.5M -$366K -7,172 -3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$11.4M -$10.1M -197,756 -47%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$11.3M +$2.43M +47,710 +27%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$10.7M +$284K +5,574 +3%
FFG
32
Frisch Financial Group
New York
$10.5M +$37.5K +735 +0.4%
GAG
33
GM Advisory Group
New York
$10.1M -$57.2K -1,122 -0.6%
M
34
MOTCO
Texas
$9.97M -$363K -7,121 -4%
KAS
35
Kestra Advisory Services
Texas
$9.88M +$1.01M +19,765 +11%
VCP
36
Verus Capital Partners
Arizona
$9.78M -$507K -9,934 -5%
RA
37
RFG Advisory
Alabama
$8.98M -$292K -5,723 -3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$8.81M -$49.5K -970 -0.6%
Citigroup
39
Citigroup
New York
$7.95M +$1.98M +38,906 +33%
FPAS
40
Focus Partners Advisor Solutions
Missouri
$7.66M +$6.6M +129,301 +620%
PAG
41
Private Advisor Group
New Jersey
$7.36M -$330K -6,474 -4%
BMWS
42
Brady Martz Wealth Solutions
North Dakota
$6.44M +$6.44M +127,253 New
AFG
43
Arkansas Financial Group
Arkansas
$6.34M +$102K +2,000 +2%
BWM
44
BCGM Wealth Management
Indiana
$6.16M +$692K +13,574 +13%
JSW
45
Journey Strategic Wealth
New Jersey
$6.13M +$811K +15,890 +15%
MML Investors Services
46
MML Investors Services
Massachusetts
$5.92M +$29.5K +578 +0.5%
HighTower Advisors
47
HighTower Advisors
Illinois
$5.79M -$470K -9,222 -8%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5.41M +$2.31M +45,275 +74%
FHC
49
First Heartland Consultants
Missouri
$5.39M +$334K +6,540 +7%
LPT
50
Legacy Private Trust
Wisconsin
$5.31M +$582K +11,418 +12%
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