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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
3
LPL Financial
California
$103M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
KIG
5
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
76
Lake Street Private Wealth
Illinois
$2.66M +$1.19M +23,454 +81%
WMR
77
Wealth Management Resources
Rhode Island
$2.66M – – –
HighTower Advisors
78
HighTower Advisors
Illinois
$2.57M +$1.26M +24,841 +96%
WFS
79
Weitzel Financial Services
Iowa
$2.55M +$69.1K +1,364 +3%
RCAG
80
Rehmann Capital Advisory Group
Michigan
$2.52M -$77.3K -1,526 -3%
DADC
81
D.A. Davidson & Co
Montana
$2.51M +$118K +2,324 +5%
IWC
82
Integrated Wealth Concepts
Massachusetts
$2.5M -$16.3K -322 -0.6%
OAJ
83
Ogorek Anthony Joseph
New York
$2.46M -$57.7K -1,138 -2%
HCA
84
Heck Capital Advisors
Wisconsin
$2.4M -$49.1K -968 -2%
WIP
85
WealthCare Investment Partners
Rhode Island
$2.39M +$620K +12,242 +35%
VWA
86
Visionary Wealth Advisors
Illinois
$2.39M +$2.39M +47,157 New
OPS
87
Orion Portfolio Solutions
Nebraska
$2.38M +$1.34M +26,364 +128%
BCI
88
Brinker Capital Investments
Pennsylvania
$2.38M +$1.34M +26,364 +128%
AWA
89
Alta Wealth Advisors
Massachusetts
$2.37M -$27.6K -545 -1%
LAM
90
Lifestyle Asset Management
Texas
$2.37M -$171K -3,383 -7%
TWP
91
Tower Wealth Partners
Pennsylvania
$2.34M +$19.7K +389 +0.9%
CAN
92
Cetera Advisor Networks
California
$2.32M -$883K -17,431 -28%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$2.3M +$15.3K +302 +0.7%
FA
94
Flagstar Advisors
New York
$2.29M -$35.5K -700 -2%
PFS
95
Prospera Financial Services
Texas
$2.28M +$1.53M +30,253 +204%
JSW
96
Journey Strategic Wealth
New Jersey
$2.27M +$241K +4,748 +12%
IA
97
IFP Advisors
Florida
$2.27M -$169K -3,325 -7%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$2.24M +$225K +4,431 +11%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$2.22M -$359K -7,084 -14%
MI
100
Moneywise Inc
Virginia
$2.19M +$59K +1,165 +3%
2 3
4
5 6