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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$113M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11.2M
4
Jane Street
4
Jane Street
New York
$8.38M
5
OMC
5
Old Mission Capital
Illinois
$4.17M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
RA
2
RFG Advisory
Alabama
$936K
3
EC
3
EdgeRock Capital
Colorado
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
76
Blackhawk Capital Partners
Wisconsin
$2.78M -$136K -2,790 -5%
PVI
77
Pine Valley Investments
New Jersey
$2.73M +$134K +2,751 +5%
EH
78
Equitable Holdings
New York
$2.73M +$123K +2,524 +5%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$2.7M +$2.7M +55,205 New
SCM
80
Sebold Capital Management
Illinois
$2.66M +$38.5K +788 +1%
IA
81
IFP Advisors
Florida
$2.57M +$387K +7,916 +18%
AFP
82
Ausdal Financial Partners
Iowa
$2.57M -$205K -4,200 -7%
LWMNY
83
Landmark Wealth Management (New York)
New York
$2.5M -$419K -8,572 -14%
WFS
84
Weitzel Financial Services
Iowa
$2.47M +$23.6K +485 +1%
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$2.46M +$294K +6,006 +14%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$2.45M +$18.6K +380 +0.8%
FA
87
Flagstar Advisors
New York
$2.35M +$141K +2,882 +6%
OAJ
88
Ogorek Anthony Joseph
New York
$2.34M -$28.2K -578 -1%
VWA
89
Visionary Wealth Advisors
Illinois
$2.33M +$22.9K +469 +1%
WIP
90
WealthCare Investment Partners
Rhode Island
$2.33M +$29.8K +611 +1%
HCA
91
Heck Capital Advisors
Wisconsin
$2.29M -$16.8K -344 -0.7%
IWC
92
Integrated Wealth Concepts
Massachusetts
$2.29M -$128K -2,621 -5%
Koshinski Asset Management
93
Koshinski Asset Management
Illinois
$2.27M +$55.8K +1,142 +3%
XF
94
XML Financial
Maryland
$2.26M +$2.26M +46,137 New
MI
95
Moneywise Inc
Virginia
$2.19M +$77.6K +1,588 +4%
TWP
96
Tower Wealth Partners
Pennsylvania
$2.18M -$77.3K -1,581 -3%
AWA
97
Alta Wealth Advisors
Massachusetts
$2.16M -$127K -2,594 -6%
PFS
98
Prospera Financial Services
Texas
$2.08M -$124K -2,529 -6%
LAM
99
Lifestyle Asset Management
Texas
$2.07M -$216K -4,427 -9%
AF
100
Allworth Financial
California
$2.06M +$1.16M +23,735 +128%
2 3
4
5 6