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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
Wells Fargo
2
Wells Fargo
California
$127M
3
LPL Financial
3
LPL Financial
California
$130M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.1M
5
MMA
5
Miracle Mile Advisors
California
$31.2M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$18.4M
2
CWM
2
Congress Wealth Management
Massachusetts
$24.8M
3
APP
3
Avantax Planning Partners
Iowa
$37.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M
5
DC
5
DeDora Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$2.9M -$55K -1,058 -2%
DADC
77
D.A. Davidson & Co
Montana
$2.9M +$110K +2,116 +4%
PVI
78
Pine Valley Investments
New Jersey
$2.83M -$1.56K -30 -0.1%
WWM
79
Western Wealth Management
Colorado
$2.77M +$236K +4,551 +9%
AFG
80
ABLE Financial Group
Arizona
$2.75M +$489K +9,416 +22%
HWM
81
HFG Wealth Management
Texas
$2.65M – – –
Mariner
82
Mariner
Kansas
$2.64M +$701K +13,489 +36%
SWP
83
Stratos Wealth Partners
Ohio
$2.61M +$166K +3,198 +7%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$2.6M -$304K -5,857 -10%
GWA
85
GGM Wealth Advisors
Maryland
$2.58M +$94.3K +1,815 +4%
SEP
86
Southland Equity Partners
Missouri
$2.58M -$15.1K -291 -0.6%
SCM
87
Sebold Capital Management
Illinois
$2.57M +$55.7K +1,072 +2%
BCP
88
Blackhawk Capital Partners
Wisconsin
$2.52M -$283K -5,453 -10%
WIP
89
WealthCare Investment Partners
Rhode Island
$2.51M +$1.4K +27 +0.1%
WFS
90
Weitzel Financial Services
Iowa
$2.51M +$29.6K +569 +1%
OC
91
Opinicus Capital
Florida
$2.45M +$3.48K +67 +0.1%
XF
92
XML Financial
Maryland
$2.38M +$62.7K +1,206 +3%
SPWG
93
Syntegra Private Wealth Group
Missouri
$2.31M -$76.8K -1,478 -3%
EC
94
EdgeRock Capital
Colorado
$2.27M -$111K -2,142 -5%
AF
95
Allworth Financial
California
$2.27M -$271K -5,224 -11%
FM
96
Foster & Motley
Ohio
$2.25M -$163K -3,144 -7%
AFP
97
Ausdal Financial Partners
Iowa
$2.23M -$324K -6,241 -13%
HCA
98
Heck Capital Advisors
Wisconsin
$2.09M -$31.1K -598 -1%
SPC
99
Sigma Planning Corp
Michigan
$2.05M +$5.87K +113 +0.3%
SPA
100
Sentinel Pension Advisors
Massachusetts
$2.05M +$232K +4,462 +13%
2 3
4
5 6