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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

299 hedge funds and large institutions have $1.55B invested in First Trust Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 26 closing their positions.

Holders
299
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
113
Reduced
128
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$19.5M
2
Wells Fargo
2
Wells Fargo
California
$135M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$25M
4
Jane Street
4
Jane Street
New York
$9.56M
5
NA
5
NewEdge Advisors
Louisiana
$23M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$150M
3
RA
3
RFG Advisory
Alabama
$1.05M
4
OMC
4
Old Mission Capital
Illinois
$0
5
SFA
5
Sequoia Financial Advisors
Ohio
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BCP
76
Blackhawk Capital Partners
Wisconsin
$2.86M 56,730 +4,115 +8%
SPA
77
Sentinel Pension Advisors
Massachusetts
$2.81M 55,679 +5,533 +11%
WA
78
Waverly Advisors
Alabama
$2.77M 54,920 +54,920 New
HW
79
Hedeker Wealth
Illinois
$2.74M 54,244 +982 +2%
SCM
80
Sebold Capital Management
Illinois
$2.72M 54,033 +1,785 +3%
GWA
81
GGM Wealth Advisors
Maryland
$2.72M 54,637 +19,537 +56%
GSWM
82
Golden State Wealth Management
California
$2.72M 53,860 -15,925 -23%
RCAG
83
Rehmann Capital Advisory Group
Michigan
$2.62M 52,055 +56 +0.1%
Renaissance Technologies
84
Renaissance Technologies
New York
$2.61M 51,700 +39,400 +320%
SW
85
SteelPeak Wealth
California
$2.61M 51,678 +51,678 New
MLRA
86
Main Line Retirement Advisors
Montana
$2.53M 50,094 +330 +0.7%
LPT
87
Legacy Private Trust
Wisconsin
$2.52M 49,886 -54,269 -52%
CCA
88
Clearwater Capital Advisors
Illinois
$2.48M 49,106 +25 +0.1%
DADC
89
D.A. Davidson & Co
Montana
$2.47M 49,072 -2,640 -5%
WWM
90
Western Wealth Management
Colorado
$2.47M 49,059 -2,052 -4%
HWM
91
HFG Wealth Management
Texas
$2.45M 48,037 +173 +0.4%
WIP
92
WealthCare Investment Partners
Rhode Island
$2.44M 49,528 +712 +1%
NW
93
Naviter Wealth
Arkansas
$2.4M 47,616 +5,532 +13%
WFS
94
Weitzel Financial Services
Iowa
$2.4M 47,289 -628 -1%
SPIA
95
Steward Partners Investment Advisory
New York
$2.22M 43,982 +5,171 +13%
WAG
96
Wiser Advisor Group
Arizona
$2.18M 43,186 -14,072 -25%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$2.17M 43,110 +6,266 +17%
HCA
98
Heck Capital Advisors
Wisconsin
$2.16M 42,925 +1,864 +5%
FM
99
Foster & Motley
Ohio
$2.15M 42,663 +1,493 +4%
PSCM
100
Per Stirling Capital Management
Texas
$2.11M 41,843 -23,525 -36%
2 3
4
5 6