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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPT
51
Legacy Private Trust
Wisconsin
$4.91M +$353K +6,919 +8%
AI
52
Atria Investments
North Carolina
$4.89M -$247K -4,831 -5%
JSW
53
Journey Strategic Wealth
New Jersey
$4.88M +$919K +17,997 +23%
APWA
54
Atlas Private Wealth Advisors
New Jersey
$4.77M +$2.28M +44,716 +92%
FPWM
55
FSB Premier Wealth Management
Iowa
$4.77M -$150K -2,931 -3%
LSPW
56
Lake Street Private Wealth
Illinois
$4.68M -$235K -4,600 -5%
RVPG
57
Relative Value Partners Group
$4.68M +$4.68M +91,700 New
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4.68M +$1.79M +35,127 +62%
EWA
59
Etesian Wealth Advisors
Oregon
$4.25M -$327K -6,406 -7%
PWMG
60
Prestige Wealth Management Group
New Jersey
$4.08M +$14.9K +292 +0.4%
Comerica Bank
61
Comerica Bank
Texas
$3.99M +$1.28M +25,072 +47%
ACM
62
Advance Capital Management
Michigan
$3.73M -$270K -5,285 -7%
SA
63
Sanctuary Advisors
Indiana
$3.59M +$3.59M +70,795 New
LWMNY
64
Landmark Wealth Management (New York)
New York
$3.31M +$200K +3,908 +6%
MLRA
65
Main Line Retirement Advisors
Montana
$3.25M +$53.7K +1,052 +2%
WIM
66
Westside Investment Management
California
$3.22M -$59.6K -1,167 -2%
IWA
67
Inspirion Wealth Advisors
Illinois
$3.05M – – –
WAG
68
Wiser Advisor Group
Arizona
$2.97M -$763K -14,941 -20%
RCAG
69
Rehmann Capital Advisory Group
Michigan
$2.9M +$188K +3,687 +7%
IWP
70
Invenio Wealth Partners
Florida
$2.88M +$694K +13,600 +32%
VWA
71
Visionary Wealth Advisors
Illinois
$2.87M -$64.5K -1,263 -2%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$2.85M -$445K -8,711 -13%
PVI
73
Pine Valley Investments
New Jersey
$2.78M -$108K -2,123 -4%
BCP
74
Blackhawk Capital Partners
Wisconsin
$2.76M +$39.5K +774 +1%
DADC
75
D.A. Davidson & Co
Montana
$2.74M -$41.8K -818 -1%
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