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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
51
Atlas Private Wealth Advisors
New Jersey
$5.05M -$264K -5,104 -5%
AI
52
Atria Investments
North Carolina
$4.91M +$1.34M +25,945 +38%
FPWM
53
FSB Premier Wealth Management
Iowa
$4.84M -$140K -2,708 -3%
MOS
54
MGO One Seven
Ohio
$4.75M +$326K +6,302 +7%
CTB
55
Country Trust Bank
Illinois
$4.67M -$230K -4,448 -5%
LPT
56
Legacy Private Trust
Wisconsin
$4.61M +$911K +17,634 +25%
EWA
57
Etesian Wealth Advisors
Oregon
$4.6M +$436K +8,452 +10%
FHC
58
First Heartland Consultants
Missouri
$4.57M +$630K +12,201 +16%
LSPW
59
Lake Street Private Wealth
Illinois
$4.5M +$266K +5,150 +6%
BWP
60
Bernardo Wealth Planning
Pennsylvania
$4.2M +$2.1M +40,680 +100%
WMR
61
Wealth Management Resources
Rhode Island
$4.19M -$4.34K -84 -0.1%
WAG
62
Wiser Advisor Group
Arizona
$4.19M +$4.19M +81,087 New
ACM
63
Advance Capital Management
Michigan
$4.09M -$102K -1,976 -2%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$3.76M -$280K -5,422 -7%
PWMG
65
Prestige Wealth Management Group
New Jersey
$3.54M +$191K +3,696 +6%
JSW
66
Journey Strategic Wealth
New Jersey
$3.46M +$468K +9,061 +16%
WIM
67
Westside Investment Management
California
$3.37M -$12.1K -234 -0.4%
IWA
68
Inspirion Wealth Advisors
Illinois
$3.12M -$496K -9,618 -14%
MLRA
69
Main Line Retirement Advisors
Montana
$3.03M +$3.03M +58,735 New
LWMNY
70
Landmark Wealth Management (New York)
New York
$2.98M +$339K +6,563 +13%
EH
71
Equitable Holdings
New York
$2.87M -$9.71K -188 -0.3%
BCP
72
Blackhawk Capital Partners
Wisconsin
$2.83M -$103K -2,001 -4%
AFG
73
ABLE Financial Group
Arizona
$2.76M +$2.2M +42,510 +392%
SPIA
74
Steward Partners Investment Advisory
New York
$2.73M -$574K -11,115 -17%
WWM
75
Western Wealth Management
Colorado
$2.7M -$387K -7,495 -13%
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