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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$113M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11.2M
4
Jane Street
4
Jane Street
New York
$8.38M
5
OMC
5
Old Mission Capital
Illinois
$4.17M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
RA
2
RFG Advisory
Alabama
$936K
3
EC
3
EdgeRock Capital
Colorado
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
51
MGO One Seven
Ohio
$4.19M +$1.05M +21,382 +33%
OMC
52
Old Mission Capital
Illinois
$4.17M +$4.17M +85,325 New
FHA
53
First Horizon Advisors
Tennessee
$4.16M -$79K -1,617 -2%
LSPW
54
Lake Street Private Wealth
Illinois
$4M +$1.44M +29,584 +56%
WMR
55
Wealth Management Resources
Rhode Island
$3.97M +$1.42M +29,058 +56%
ACM
56
Advance Capital Management
Michigan
$3.97M -$193K -3,950 -5%
EWA
57
Etesian Wealth Advisors
Oregon
$3.94M +$118K +2,413 +3%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$3.83M -$4.37M -89,386 -53%
FHC
59
First Heartland Consultants
Missouri
$3.73M +$3.12M +63,934 +517%
SW
60
SteelPeak Wealth
California
$3.5M -$382K -7,814 -10%
LPT
61
Legacy Private Trust
Wisconsin
$3.5M -$345K -7,052 -9%
IWA
62
Inspirion Wealth Advisors
Illinois
$3.42M +$3.42M +70,010 New
AI
63
Atria Investments
North Carolina
$3.38M +$82.2K +1,682 +2%
CCG
64
Cypress Capital Group
Florida
$3.37M -$122K -2,500 -3%
CAN
65
Cetera Advisor Networks
California
$3.31M +$1.07M +21,889 +48%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$3.24M -$973K -19,913 -23%
WIM
67
Westside Investment Management
California
$3.2M +$19.6K +400 +0.6%
PWMG
68
Prestige Wealth Management Group
New Jersey
$3.17M +$273K +5,590 +9%
SPIA
69
Steward Partners Investment Advisory
New York
$3.13M +$109K +2,233 +4%
WWM
70
Western Wealth Management
Colorado
$2.92M -$322K -6,579 -10%
JSW
71
Journey Strategic Wealth
New Jersey
$2.83M +$639K +13,079 +29%
SWP
72
Stratos Wealth Partners
Ohio
$2.83M +$1.03K +21 +0%
CA
73
Crumly & Associates
Illinois
$2.82M -$51.1K -1,046 -2%
EIA
74
Eldridge Investment Advisors
New Hampshire
$2.8M -$693K -14,184 -20%
DADC
75
D.A. Davidson & Co
Montana
$2.79M +$375K +7,668 +15%
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