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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 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 24 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
293
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
103
Reduced
130
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$41.7M
2
Jane Street
2
Jane Street
New York
$17.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$27.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$152M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$12.7M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.44M
2
Creative Planning
2
Creative Planning
Kansas
$4.11M
3
LFG
3
Larson Financial Group
Missouri
$979K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.05M
5
LPL Financial
5
LPL Financial
California
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$2.74M 55,032 -60,404 -52%
WA
77
Waverly Advisors
Alabama
$2.74M 54,920 – –
CCA
78
Clearwater Capital Advisors
Illinois
$2.69M 53,979 +4,873 +10%
SW
79
SteelPeak Wealth
California
$2.68M 53,888 +2,210 +4%
MLRA
80
Main Line Retirement Advisors
Montana
$2.6M 52,125 +2,031 +4%
GSWM
81
Golden State Wealth Management
California
$2.58M 51,750 -2,110 -4%
WIP
82
WealthCare Investment Partners
Rhode Island
$2.52M 50,561 +1,033 +2%
FAIM
83
Financial Advocates Investment Management
Washington
$2.37M 47,536 -37,187 -44%
HWM
84
HFG Wealth Management
Texas
$2.36M 46,867 -1,170 -2%
AAP
85
Arax Advisory Partners
Colorado
$2.36M 47,335 +19,364 +69%
LWMNY
86
Landmark Wealth Management (New York)
New York
$2.35M 47,075 -22,076 -32%
DADC
87
D.A. Davidson & Co
Montana
$2.31M 46,347 -2,725 -6%
WWM
88
Western Wealth Management
Colorado
$2.28M 45,850 -3,209 -7%
WFS
89
Weitzel Financial Services
Iowa
$2.26M 45,289 -2,000 -4%
KFGK
90
Keystone Financial Group (Kentucky)
Kentucky
$2.25M 45,102 +1,992 +5%
LPT
91
Legacy Private Trust
Wisconsin
$2.1M 42,221 -7,665 -15%
PSCM
92
Per Stirling Capital Management
Texas
$2.09M 41,897 +54 +0.1%
MWM
93
Modern Wealth Management
Kansas
$2.08M 41,822 +937 +2%
SPIA
94
Steward Partners Investment Advisory
New York
$1.95M 39,083 -4,899 -11%
SPC
95
Sigma Planning Corp
Michigan
$1.92M 38,617 +474 +1%
HCA
96
Heck Capital Advisors
Wisconsin
$1.92M 38,463 -4,462 -10%
MA
97
Mutual Advisors
Nebraska
$1.85M 37,567 -2,563 -6%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$1.83M 36,772 -1,931 -5%
CCG
99
Cypress Capital Group
Florida
$1.75M 35,150 +1,700 +5%
CCFM
100
Clear Creek Financial Management
Washington
$1.72M 34,538 -4,248 -11%
2 3
4
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