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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
51
Financial Advocates Investment Management
Washington
$4.51M +$222K +4,361 +5%
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$4.5M -$5.42M -106,510 -55%
EWA
53
Etesian Wealth Advisors
Oregon
$4.45M +$369K +7,244 +9%
APWM
54
Atlas Private Wealth Management
New York
$4.38M – – –
MOS
55
MGO One Seven
Ohio
$4.37M +$3.22M +63,192 +278%
FPWM
56
FSB Premier Wealth Management
Iowa
$4.31M +$266K +5,229 +7%
EIA
57
Eldridge Investment Advisors
New Hampshire
$4.29M -$419K -8,234 -9%
CCG
58
Cypress Capital Group
Florida
$4M -$400K -7,860 -9%
SW
59
SteelPeak Wealth
California
$3.95M +$2.32M +45,543 +142%
ACM
60
Advance Capital Management
Michigan
$3.71M +$14.8K +291 +0.4%
WWM
61
Western Wealth Management
Colorado
$3.51M +$278K +5,458 +9%
WIM
62
Westside Investment Management
California
$3.26M +$183K +3,600 +6%
CAN
63
Cetera Advisor Networks
California
$3.22M +$545K +10,694 +20%
AWS
64
Atria Wealth Solutions
New York
$3.19M +$2.14M +42,045 +205%
BCP
65
Blackhawk Capital Partners
Wisconsin
$3.17M +$3.17M +62,262 New
SCM
66
Sebold Capital Management
Illinois
$3.08M +$132K +2,585 +4%
SPIA
67
Steward Partners Investment Advisory
New York
$2.99M -$665K -13,062 -18%
AFP
68
Ausdal Financial Partners
Iowa
$2.92M +$192K +3,778 +7%
LWMNY
69
Landmark Wealth Management (New York)
New York
$2.89M +$655K +12,866 +29%
SWP
70
Stratos Wealth Partners
Ohio
$2.87M -$94.1K -1,848 -3%
AI
71
Atria Investments
North Carolina
$2.83M +$756K +14,848 +36%
PWMG
72
Prestige Wealth Management Group
New Jersey
$2.81M +$79.3K +1,557 +3%
PVI
73
Pine Valley Investments
New Jersey
$2.7M +$2.7M +52,987 New
WMR
74
Wealth Management Resources
Rhode Island
$2.66M +$152K +2,989 +6%
RCAG
75
Rehmann Capital Advisory Group
Michigan
$2.61M +$283K +5,562 +12%
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