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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
Wells Fargo
2
Wells Fargo
California
$127M
3
LPL Financial
3
LPL Financial
California
$130M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.1M
5
MMA
5
Miracle Mile Advisors
California
$31.2M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$18.4M
2
CWM
2
Congress Wealth Management
Massachusetts
$24.8M
3
APP
3
Avantax Planning Partners
Iowa
$37.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M
5
DC
5
DeDora Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHC
51
First Heartland Consultants
Missouri
$5.15M -$80.8K -1,556 -2%
AI
52
Atria Investments
North Carolina
$5.14M +$173K +3,329 +3%
CTB
53
Country Trust Bank
Illinois
$5.1M -$254K -4,879 -5%
LSPW
54
Lake Street Private Wealth
Illinois
$5M +$239K +4,600 +5%
APWA
55
Atlas Private Wealth Advisors
New Jersey
$4.82M -$34.9K -672 -0.7%
LPT
56
Legacy Private Trust
Wisconsin
$4.82M -$180K -3,457 -4%
ACM
57
Advance Capital Management
Michigan
$4.61M +$821K +15,809 +22%
MOS
58
MGO One Seven
Ohio
$4.52M -$505K -9,720 -10%
Comerica Bank
59
Comerica Bank
Texas
$4.5M +$444K +8,545 +11%
PWMG
60
Prestige Wealth Management Group
New Jersey
$4.14M -$13.6K -262 -0.3%
FPWM
61
FSB Premier Wealth Management
Iowa
$4.11M -$750K -14,439 -15%
SA
62
Sanctuary Advisors
Indiana
$3.95M +$314K +6,123 +9%
EWA
63
Etesian Wealth Advisors
Oregon
$3.84M -$481K -9,263 -11%
EFG
64
Elios Financial Group
Ohio
$3.6M +$3.6M +69,316 New
PFS
65
Prospera Financial Services
Texas
$3.51M +$1.14M +21,932 +48%
LWMNY
66
Landmark Wealth Management (New York)
New York
$3.43M +$60.6K +1,166 +2%
MLRA
67
Main Line Retirement Advisors
Montana
$3.34M +$27.4K +527 +0.8%
PSCM
68
Per Stirling Capital Management
Texas
$3.33M +$630K +12,126 +23%
IWP
69
Invenio Wealth Partners
Florida
$3.32M +$385K +7,400 +13%
WIM
70
Westside Investment Management
California
$3.29M +$17.8K +343 +0.5%
IWA
71
Inspirion Wealth Advisors
Illinois
$3.23M +$129K +2,477 +4%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$3.16M -$1.6M -30,738 -34%
VWA
73
Visionary Wealth Advisors
Illinois
$3.08M +$162K +3,110 +6%
WAG
74
Wiser Advisor Group
Arizona
$3.01M -$15.9K -306 -0.5%
EH
75
Equitable Holdings
New York
$2.94M +$452K +8,696 +18%
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