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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
76
Old Mission Capital
Illinois
$3.21M +$3.21M +62,888 New
IWA
77
Inspirion Wealth Advisors
Illinois
$3.18M – – –
WIM
78
Westside Investment Management
California
$3.17M -$69.7K -1,366 -2%
EH
79
Equitable Holdings
New York
$2.97M +$81K +1,587 +3%
WAG
80
Wiser Advisor Group
Arizona
$2.92M -$33.6K -658 -1%
HW
81
Hedeker Wealth
Illinois
$2.72M +$945K +18,519 +53%
BCP
82
Blackhawk Capital Partners
Wisconsin
$2.68M +$209K +4,103 +8%
SCM
83
Sebold Capital Management
Illinois
$2.67M +$144K +2,817 +6%
RCAG
84
Rehmann Capital Advisory Group
Michigan
$2.65M -$196K -3,852 -7%
DADC
85
D.A. Davidson & Co
Montana
$2.64M -$211K -4,130 -7%
WWM
86
Western Wealth Management
Colorado
$2.61M -$117K -2,289 -4%
SPA
87
Sentinel Pension Advisors
Massachusetts
$2.56M +$548K +10,737 +27%
MLRA
88
Main Line Retirement Advisors
Montana
$2.54M -$737K -14,442 -22%
CCA
89
Clearwater Capital Advisors
Illinois
$2.5M +$1.36M +26,697 +119%
WIP
90
WealthCare Investment Partners
Rhode Island
$2.49M +$14K +274 +0.6%
IPA
91
Investment Planning Advisors
Georgia
$2.49M +$450K +8,815 +22%
HWM
92
HFG Wealth Management
Texas
$2.49M -$206K -3,972 -8%
WFS
93
Weitzel Financial Services
Iowa
$2.45M -$13.6K -266 -0.6%
SWP
94
Stratos Wealth Partners
Ohio
$2.34M -$221K -4,332 -9%
PVI
95
Pine Valley Investments
New Jersey
$2.33M -$448K -8,776 -16%
AFP
96
Ausdal Financial Partners
Iowa
$2.2M +$9.39K +184 +0.4%
SPWG
97
Syntegra Private Wealth Group
Missouri
$2.18M -$84.2K -1,651 -4%
IWC
98
Integrated Wealth Concepts
Massachusetts
$2.18M +$381K +7,466 +21%
EC
99
EdgeRock Capital
Colorado
$2.16M -$71.6K -1,403 -3%
NW
100
Naviter Wealth
Arkansas
$2.15M +$245K +4,805 +13%
2 3
4
5 6