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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$15.3M
2
LPL Financial
2
LPL Financial
California
$126M
3
Wells Fargo
3
Wells Fargo
California
$115M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$13M
5
AAS
5
Avantax Advisory Services
Texas
$27M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
UBS Group
2
UBS Group
Switzerland
$83M
3
SPWG
3
Syntegra Private Wealth Group
Missouri
$2.58M
4
SEIA
4
Signature Estate & Investment Advisors
California
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
76
D.A. Davidson & Co
Montana
$2.8M +$329K +6,413 +13%
AFP
77
Ausdal Financial Partners
Iowa
$2.76M +$189K +3,687 +7%
RCAG
78
Rehmann Capital Advisory Group
Michigan
$2.73M +$202K +3,933 +8%
BCP
79
Blackhawk Capital Partners
Wisconsin
$2.73M -$81.1K -1,580 -3%
Comerica Bank
80
Comerica Bank
Texas
$2.72M +$262K +5,097 +11%
AFG
81
ABLE Financial Group
Arizona
$2.67M -$72.1K -1,404 -3%
HWM
82
HFG Wealth Management
Texas
$2.62M +$66.9K +1,303 +3%
SPIA
83
Steward Partners Investment Advisory
New York
$2.61M -$104K -2,017 -4%
LFG
84
Larson Financial Group
Missouri
$2.58M +$1.32M +25,768 +105%
SPWG
85
Syntegra Private Wealth Group
Missouri
$2.58M -$7.28M -141,694 -74%
EC
86
EdgeRock Capital
Colorado
$2.55M -$100K -1,955 -4%
WWM
87
Western Wealth Management
Colorado
$2.54M -$143K -2,781 -5%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$2.51M -$2.52M -49,043 -50%
WFS
89
Weitzel Financial Services
Iowa
$2.5M +$122K +2,383 +5%
OC
90
Opinicus Capital
Florida
$2.47M -$6.57K -128 -0.3%
WIP
91
WealthCare Investment Partners
Rhode Island
$2.46M -$9.4K -183 -0.4%
PWA
92
PCG Wealth Advisors
Kansas
$2.44M +$21.9K +427 +0.9%
EH
93
Equitable Holdings
New York
$2.4M -$456K -8,876 -16%
PFS
94
Prospera Financial Services
Texas
$2.33M -$32.2K -626 -1%
XF
95
XML Financial
Maryland
$2.33M -$63.6K -1,238 -3%
WMR
96
Wealth Management Resources
Rhode Island
$2.26M -$1.9M -37,022 -46%
IWP
97
Invenio Wealth Partners
Florida
$2.2M +$1.56M +30,467 +246%
CA
98
Crumly & Associates
Illinois
$2.17M +$966K +18,801 +80%
FCM
99
Family Capital Management
Michigan
$2.12M -$295K -5,752 -12%
FM
100
Foster & Motley
Ohio
$2.12M +$103K +1,998 +5%
2 3
4
5 6