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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

276 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 35 closing their positions.

Holders
276
Holders Change
-8
Holders Change %
-2.82%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.19%
New
32
Increased
100
Reduced
121
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$110M
2
Jane Street
2
Jane Street
New York
$37.9M
3
APP
3
Avantax Planning Partners
Iowa
$49.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$49.2M
5
MMA
5
Miracle Mile Advisors
California
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$77.2M
2
CAMG
2
CWA Asset Management Group
Florida
$18.5M
3
FFG
3
Frisch Financial Group
New York
$1.22M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
GAG
51
GM Advisory Group
New York
$4.32M 86,261 +86,261 New
APWM
52
Atlas Private Wealth Management
New York
$4.3M 85,895 -4,989 -5%
FCM
53
Family Capital Management
Michigan
$4.22M 84,273 +84,273 New
FAIM
54
Financial Advocates Investment Management
Washington
$4.22M 84,240 +273 +0.3%
IA
55
IFP Advisors
Florida
$4.14M 78,302 -13,360 -15%
EWA
56
Etesian Wealth Advisors
Oregon
$4.02M 80,156 +80,156 New
FPWM
57
FSB Premier Wealth Management
Iowa
$3.98M 79,403 -45,434 -36%
RWB
58
RMR Wealth Builders
New Jersey
$3.77M 75,238 -11,375 -13%
FHA
59
First Horizon Advisors
Tennessee
$3.75M 74,927 +74,077 +8,715%
ACM
60
Advance Capital Management
Michigan
$3.63M 72,496 +13,382 +23%
Mariner
61
Mariner
Kansas
$3.6M 71,872 +32,039 +80%
SPIA
62
Steward Partners Investment Advisory
New York
$3.59M 71,692 -31,903 -31%
AAS
63
Ameritas Advisory Services
Nebraska
$3.24M 64,617 -6,995 -10%
WWM
64
Western Wealth Management
Colorado
$3.17M 63,357 -632 -1%
Koshinski Asset Management
65
Koshinski Asset Management
Illinois
$2.94M 58,690 +2,420 +4%
SWP
66
Stratos Wealth Partners
Ohio
$2.92M 58,231 +4,019 +7%
EH
67
Equitable Holdings
New York
$2.91M 58,108 -4,448 -7%
SCM
68
Sebold Capital Management
Illinois
$2.9M 57,842 +57,842 New
AFP
69
Ausdal Financial Partners
Iowa
$2.68M 53,571 +35,344 +194%
PWMG
70
Prestige Wealth Management Group
New Jersey
$2.68M 53,566 -21,264 -28%
VCM
71
Vivaldi Capital Management
Illinois
$2.67M 52,553 +52,553 New
CAN
72
Cetera Advisor Networks
California
$2.63M 52,512 +4,027 +8%
GVAG
73
Great Valley Advisor Group
Delaware
$2.54M 50,671 +1,882 +4%
LAM
74
Lifestyle Asset Management
Texas
$2.48M 49,445 +49,445 New
Baird Financial Group
75
Baird Financial Group
Wisconsin
$2.47M 49,237 +4,831 +11%
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