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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

284 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 109 increasing their positions, 118 reducing their positions, and 23 closing their positions.

Holders
284
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.91%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
22
Increased
109
Reduced
118
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$11.9M
2
LPL Financial
2
LPL Financial
California
$91.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
VCP
4
Verus Capital Partners
Arizona
$7.27M
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$7.59M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.8M
2
Jane Street
2
Jane Street
New York
$319K
3
GAG
3
GM Advisory Group
New York
$0
4
CAMG
4
CWA Asset Management Group
Florida
$32.3M
5
Wells Fargo
5
Wells Fargo
California
$70.6M
Name Market Value Shares Shares
Change 		Shares
Change %
WMR
76
Wealth Management Resources
Rhode Island
$2.31M 47,512 +385 +0.8%
ARG
77
Advisory Resource Group
Oklahoma
$2.31M 47,313 -813 -2%
SWM
78
Scissortail Wealth Management
Oklahoma
$2.31M 47,468 +21,996 +86%
SWA
79
Stratos Wealth Advisors
Ohio
$2.25M 46,104 +3,063 +7%
DADC
80
D.A. Davidson & Co
Montana
$2.24M 46,032 +8,305 +22%
CA
81
Crumly & Associates
Illinois
$2.19M 44,933 +606 +1%
TWP
82
Tower Wealth Partners
Pennsylvania
$2.18M 45,113 -2,828 -6%
WFS
83
Weitzel Financial Services
Iowa
$2.18M 44,706 -3,666 -8%
Baird Financial Group
84
Baird Financial Group
Wisconsin
$2.16M 44,406 -6,357 -13%
DFA
85
DHJJ Financial Advisors
Illinois
$2.16M 44,233 -1,397 -3%
EFL
86
ERn Financial LLC
Wisconsin
$2.15M 44,036 +3,123 +8%
PPWM
87
Paragon Private Wealth Management
Kentucky
$2.11M 43,669 -3,307 -7%
AI
88
Atria Investments
North Carolina
$2.1M 43,044 +2,062 +5%
CCFM
89
Clear Creek Financial Management
Washington
$2.09M 42,989 -3,659 -8%
SPI
90
Sutton Place Investors
New York
$2.01M 41,263 +5,672 +16%
MA
91
Mutual Advisors
Nebraska
$2.01M 41,214 +151 +0.4%
Mariner
92
Mariner
Kansas
$1.94M 39,833 -11,903 -23%
3LCM
93
3D/L Capital Management
Connecticut
$1.92M 39,318 -2,238 -5%
SFP
94
Strategic Financial Partners
Oregon
$1.91M 39,266 -1,124 -3%
TNBTD
95
Trustmark National Bank Trust Department
Mississippi
$1.8M 36,909 – –
IWS
96
Insight Wealth Strategies
California
$1.75M 34,595 – –
PPWM
97
PFG Private Wealth Management
Florida
$1.75M 35,877 +7,609 +27%
LWMNY
98
Landmark Wealth Management (New York)
New York
$1.75M 35,852 +10,477 +41%
RCAG
99
Rehmann Capital Advisory Group
Michigan
$1.7M 34,843 -9,169 -21%
NA
100
NewEdge Advisors
Louisiana
$1.67M 34,373 +9,087 +36%
2 3
4
5 6