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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

276 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 35 closing their positions.

Holders
276
Holders Change
-8
Holders Change %
-2.82%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.19%
New
32
Increased
100
Reduced
121
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$110M
2
Jane Street
2
Jane Street
New York
$37.9M
3
APP
3
Avantax Planning Partners
Iowa
$49.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$49.2M
5
MMA
5
Miracle Mile Advisors
California
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$77.2M
2
CAMG
2
CWA Asset Management Group
Florida
$18.5M
3
FFG
3
Frisch Financial Group
New York
$1.22M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
WMR
76
Wealth Management Resources
Rhode Island
$2.46M 49,158 +1,646 +3%
SWA
77
Stratos Wealth Advisors
Ohio
$2.43M 48,565 +2,461 +5%
HCA
78
Heck Capital Advisors
Wisconsin
$2.4M 47,935 +47,935 New
AWA
79
Alta Wealth Advisors
Massachusetts
$2.4M 47,818 -9,205 -16%
IWC
80
Integrated Wealth Concepts
Massachusetts
$2.38M 47,493 -13,835 -23%
ARG
81
Advisory Resource Group
Oklahoma
$2.36M 47,110 -203 -0.4%
WFS
82
Weitzel Financial Services
Iowa
$2.35M 46,994 +2,288 +5%
FA
83
Flagstar Advisors
New York
$2.35M 46,856 +16,444 +54%
CTB
84
Country Trust Bank
Illinois
$2.33M 46,580 -32,714 -41%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$2.29M 45,640 +10,797 +31%
TWP
86
Tower Wealth Partners
Pennsylvania
$2.28M 45,525 +412 +0.9%
DADC
87
D.A. Davidson & Co
Montana
$2.26M 45,168 -864 -2%
OAJ
88
Ogorek Anthony Joseph
New York
$2.26M 45,157 -148,721 -77%
LWMNY
89
Landmark Wealth Management (New York)
New York
$2.2M 43,875 +8,023 +22%
SYBT
90
Stock Yards Bank & Trust
Kentucky
$2.17M 43,244 -46,847 -52%
SFP
91
Strategic Financial Partners
Oregon
$2.15M 42,954 +3,688 +9%
BFG
92
Barber Financial Group
Kansas
$2.09M 41,677 -15,409 -27%
FM
93
Foster & Motley
Ohio
$2.08M 41,419 -15,093 -27%
TPW
94
TL Private Wealth
Texas
$2.04M 40,293 -33,645 -46%
AI
95
Atria Investments
North Carolina
$2.04M 40,725 -2,319 -5%
JSW
96
Journey Strategic Wealth
New Jersey
$1.99M 39,653 +6,561 +20%
MI
97
Moneywise Inc
Virginia
$1.97M 39,359 -77,698 -66%
IA
98
IFG Advisory
Georgia
$1.96M 39,025 -17,800 -31%
PPWM
99
Paragon Private Wealth Management
Kentucky
$1.95M 38,891 -4,778 -11%
MA
100
Mutual Advisors
Nebraska
$1.94M 38,727 -2,487 -6%
2 3
4
5 6