FMB icon

First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.5M
2 -$15.2M
3 -$14.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.7M
5
LPL Financial
LPL Financial
California
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Magnus Financial Group
New York
$4.7M
PWMG
52
Prestige Wealth Management Group
New Jersey
$4.56M
FPWM
53
FSB Premier Wealth Management
Iowa
$4.45M
MOS
54
MGO One Seven
Ohio
$4.39M
Renaissance Technologies
55
Renaissance Technologies
New York
$4.37M
CTB
56
Country Trust Bank
Illinois
$4.23M
DL
57
DOHJ LLC
Washington
$4.21M
Creative Planning
58
Creative Planning
Kansas
$4.11M
ACM
59
Advance Capital Management
Michigan
$4.1M
EWA
60
Etesian Wealth Advisors
Oregon
$3.96M
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.92M
EFG
62
Elios Financial Group
Ohio
$3.76M
BCP
63
Blackhawk Capital Partners
Wisconsin
$3.65M
Mariner
64
Mariner
Kansas
$3.59M
FHA
65
First Horizon Advisors
Tennessee
$3.52M
EH
66
Equitable Holdings
New York
$3.43M
WIM
67
Westside Investment Management
California
$3.41M
VWA
68
Visionary Wealth Advisors
Illinois
$3.38M
EC
69
EdgeRock Capital
Colorado
$3.32M
AFG
70
ABLE Financial Group
Arizona
$3.32M
APWA
71
Atlas Private Wealth Advisors
New Jersey
$3.28M
PFS
72
Prospera Financial Services
Texas
$3.06M
IPA
73
Investment Planning Advisors
Georgia
$2.9M
IWA
74
Inspirion Wealth Advisors
Illinois
$2.89M
FM
75
Foster & Motley
Ohio
$2.87M