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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
76
Per Stirling Capital Management
Texas
$2.65M +$1.17M +22,824 +78%
HWM
77
HFG Wealth Management
Texas
$2.65M +$46.1K +902 +2%
DC
78
DeDora Capital
California
$2.59M +$2.59M +30,852 New
Renaissance Technologies
79
Renaissance Technologies
New York
$2.58M -$2.9M -56,823 -53%
SEP
80
Southland Equity Partners
Missouri
$2.55M +$821K +16,075 +48%
AF
81
Allworth Financial
California
$2.51M +$512K +9,955 +26%
AFP
82
Ausdal Financial Partners
Iowa
$2.51M -$234K -4,591 -9%
WWM
83
Western Wealth Management
Colorado
$2.49M -$29.1K -569 -1%
WIP
84
WealthCare Investment Partners
Rhode Island
$2.48M +$30.3K +594 +1%
SCM
85
Sebold Capital Management
Illinois
$2.47M +$705K +13,803 +40%
EH
86
Equitable Holdings
New York
$2.45M +$61.4K +1,202 +3%
GWA
87
GGM Wealth Advisors
Maryland
$2.44M +$878K +17,200 +56%
SPIA
88
Steward Partners Investment Advisory
New York
$2.44M -$156K -3,049 -6%
WFS
89
Weitzel Financial Services
Iowa
$2.43M -$57.5K -1,128 -2%
OC
90
Opinicus Capital
Florida
$2.41M -$51.9K -1,017 -2%
SWP
91
Stratos Wealth Partners
Ohio
$2.4M +$343K +6,717 +17%
FM
92
Foster & Motley
Ohio
$2.37M +$257K +5,035 +12%
SPWG
93
Syntegra Private Wealth Group
Missouri
$2.34M -$220K -4,310 -9%
EC
94
EdgeRock Capital
Colorado
$2.34M -$197K -3,856 -8%
PFS
95
Prospera Financial Services
Texas
$2.33M +$11.8K +232 +0.5%
XF
96
XML Financial
Maryland
$2.27M -$42K -823 -2%
AFG
97
ABLE Financial Group
Arizona
$2.23M -$428K -8,373 -16%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$2.13M +$2.13M +41,630 New
HCA
99
Heck Capital Advisors
Wisconsin
$2.08M -$19.5K -382 -0.9%
IPA
100
Investment Planning Advisors
Georgia
$2.04M +$2.04M +39,949 New
2 3
4
5 6