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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
3
LPL Financial
California
$103M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
KIG
5
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
51
First Horizon Advisors
Tennessee
$4.39M -$299K -5,909 -6%
ACM
52
Advance Capital Management
Michigan
$4.31M +$624K +12,306 +17%
FPWM
53
FSB Premier Wealth Management
Iowa
$4.28M -$12.3K -242 -0.3%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$4.11M -$103K -2,159 -2%
SW
55
SteelPeak Wealth
California
$4.03M +$93.3K +1,840 +2%
LPT
56
Legacy Private Trust
Wisconsin
$3.99M -$5.67M -111,897 -59%
EWA
57
Etesian Wealth Advisors
Oregon
$3.96M -$467K -9,208 -11%
EIA
58
Eldridge Investment Advisors
New Hampshire
$3.63M -$640K -12,629 -15%
CCG
59
Cypress Capital Group
Florida
$3.62M -$360K -7,100 -9%
AI
60
Atria Investments
North Carolina
$3.42M +$603K +11,890 +21%
WWM
61
Western Wealth Management
Colorado
$3.36M -$129K -2,542 -4%
APWA
62
Atlas Private Wealth Advisors
New Jersey
$3.34M +$1.75M +34,500 +110%
WIM
63
Westside Investment Management
California
$3.3M +$60.8K +1,200 +2%
MOS
64
MGO One Seven
Ohio
$3.26M -$1.09M -21,539 -25%
MLRA
65
Main Line Retirement Advisors
Montana
$3.17M +$3.17M +62,465 New
SPIA
66
Steward Partners Investment Advisory
New York
$3.13M +$159K +3,134 +5%
LWMNY
67
Landmark Wealth Management (New York)
New York
$3.03M +$151K +2,978 +5%
BCP
68
Blackhawk Capital Partners
Wisconsin
$3.02M -$137K -2,700 -4%
PWMG
69
Prestige Wealth Management Group
New Jersey
$3M +$209K +4,125 +7%
CA
70
Crumly & Associates
Illinois
$2.97M +$1.22M +24,038 +69%
SWP
71
Stratos Wealth Partners
Ohio
$2.93M +$73.5K +1,450 +3%
AFP
72
Ausdal Financial Partners
Iowa
$2.88M -$30.7K -606 -1%
SCM
73
Sebold Capital Management
Illinois
$2.72M -$339K -6,697 -11%
EH
74
Equitable Holdings
New York
$2.7M +$159K +3,144 +6%
PVI
75
Pine Valley Investments
New Jersey
$2.69M +$2.84K +56 +0.1%
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3
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