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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$2.6M +$87.6K +1,719 +3%
EH
77
Equitable Holdings
New York
$2.55M -$408K -8,004 -14%
LAM
78
Lifestyle Asset Management
Texas
$2.55M +$32.9K +645 +1%
IWC
79
Integrated Wealth Concepts
Massachusetts
$2.53M +$113K +2,218 +5%
OAJ
80
Ogorek Anthony Joseph
New York
$2.53M +$229K +4,490 +10%
IA
81
IFP Advisors
Florida
$2.53M -$1.59M -30,257 -39%
WFS
82
Weitzel Financial Services
Iowa
$2.5M +$103K +2,025 +4%
SWA
83
Stratos Wealth Advisors
Ohio
$2.48M +$11.1K +217 +0.4%
HCA
84
Heck Capital Advisors
Wisconsin
$2.46M +$16.7K +328 +0.7%
AWA
85
Alta Wealth Advisors
Massachusetts
$2.41M -$21.1K -414 -0.9%
DADC
86
D.A. Davidson & Co
Montana
$2.4M +$101K +1,986 +4%
FA
87
Flagstar Advisors
New York
$2.34M -$48K -942 -2%
TWP
88
Tower Wealth Partners
Pennsylvania
$2.33M +$10.3K +202 +0.4%
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$2.29M -$697K -13,690 -23%
AAS
90
Ameritas Advisory Services
Nebraska
$2.27M -$1.02M -19,952 -31%
ARG
91
Advisory Resource Group
Oklahoma
$2.24M -$160K -3,151 -7%
MI
92
Moneywise Inc
Virginia
$2.14M +$135K +2,658 +7%
SFP
93
Strategic Financial Partners
Oregon
$2.11M -$77.9K -1,529 -4%
MA
94
Mutual Advisors
Nebraska
$2.1M +$126K +2,466 +6%
FM
95
Foster & Motley
Ohio
$2.09M -$24K -472 -1%
LS
96
Leelyn Smith
Illinois
$2.08M +$317K +6,215 +18%
BFG
97
Barber Financial Group
Kansas
$2.08M -$43.4K -852 -2%
JSW
98
Journey Strategic Wealth
New Jersey
$2.04M +$19.7K +386 +1%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$2.03M +$967K +18,990 +91%
CCFM
100
Clear Creek Financial Management
Washington
$1.9M -$31.6K -621 -2%
2 3
4
5 6