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First Trust Managed Municipal ETF

281 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 105 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.47% less ownership

Funds ownership: 75.81%75.34% (-0.47%)

1% less capital invested

Capital invested by funds: $1.44B → $1.43B (-$10.4M)

5% less funds holding

Funds holding: 297281 (-16)

11% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 118

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

Holders
281
Holders Change
-16
Holders Change %
-5.39%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
105
Reduced
118
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
26
MOTCO
Texas
$9.22M -$301K -6,016 -3%
Citigroup
27
Citigroup
New York
$9.16M +$1.1M +21,979 +14%
CAMG
28
CWA Asset Management Group
Florida
$9.11M -$1.74M -34,859 -16%
SFA
29
Sequoia Financial Advisors
Ohio
$8.27M -$3.21M -64,299 -28%
KAS
30
Kestra Advisory Services
Texas
$8.05M -$180K -3,602 -2%
EFL
31
ERn Financial LLC
Wisconsin
$7.58M +$36.4K +728 +0.5%
JSW
32
Journey Strategic Wealth
New Jersey
$6.9M +$327K +6,547 +5%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$6.58M -$336K -6,731 -5%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$6.55M +$1.06M +21,257 +20%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$6.44M +$1.02M +20,364 +19%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$6.39M +$5.69M +113,809 +929%
BWM
37
BCGM Wealth Management
Indiana
$6.3M +$47.5K +951 +0.8%
FHC
38
First Heartland Consultants
Missouri
$5.9M -$648K -12,976 -10%
AFG
39
Arkansas Financial Group
Arkansas
$5.76M -$549K -10,978 -9%
BMWS
40
Brady Martz Wealth Solutions
North Dakota
$5.63M -$263K -5,271 -5%
PAG
41
Private Advisor Group
New Jersey
$5.47M -$1.1M -21,962 -17%
SA
42
Sanctuary Advisors
Indiana
$5.33M +$129K +2,587 +3%
Comerica Bank
43
Comerica Bank
Texas
$5.33M -$322K -6,446 -6%
SF
44
Summit Financial
New Jersey
$4.97M +$4.9M +98,006 New
JP Morgan Chase
45
JP Morgan Chase
New York
$4.81M -$325K -6,502 -6%
LSPW
46
Lake Street Private Wealth
Illinois
$4.66M -$250K -5,000 -5%
AF
47
Allworth Financial
California
$4.56M -$340K -6,798 -7%
FPWM
48
FSB Premier Wealth Management
Iowa
$4.5M -$32.1K -643 -0.7%
MOS
49
MGO One Seven
Ohio
$4.46M -$5.75K -115 -0.1%
PWMG
50
Prestige Wealth Management Group
New Jersey
$4.4M -$233K -4,655 -5%