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First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.5M
2 -$15.2M
3 -$14.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.7M
5
LPL Financial
LPL Financial
California
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
SPA
76
Sentinel Pension Advisors
Massachusetts
$2.79M
AI
77
Atria Investments
North Carolina
$2.74M
WA
78
Waverly Advisors
Alabama
$2.74M
CCA
79
Clearwater Capital Advisors
Illinois
$2.69M
SW
80
SteelPeak Wealth
California
$2.68M
MLRA
81
Main Line Retirement Advisors
Montana
$2.6M
GSWM
82
Golden State Wealth Management
California
$2.58M
WIP
83
WealthCare Investment Partners
Rhode Island
$2.52M
FAIM
84
Financial Advocates Investment Management
Washington
$2.37M
HWM
85
HFG Wealth Management
Texas
$2.36M
AAP
86
Arax Advisory Partners
Colorado
$2.36M
LWMNY
87
Landmark Wealth Management (New York)
New York
$2.35M
DADC
88
D.A. Davidson & Co
Montana
$2.31M
WWM
89
Western Wealth Management
Colorado
$2.28M
WFS
90
Weitzel Financial Services
Iowa
$2.26M
KFGK
91
Keystone Financial Group (Kentucky)
Kentucky
$2.25M
LPT
92
Legacy Private Trust
Wisconsin
$2.1M
PSCM
93
Per Stirling Capital Management
Texas
$2.09M
MWM
94
Modern Wealth Management
Kansas
$2.08M
SPIA
95
Steward Partners Investment Advisory
New York
$1.95M
SPC
96
Sigma Planning Corp
Michigan
$1.92M
HCA
97
Heck Capital Advisors
Wisconsin
$1.92M
MA
98
Mutual Advisors
Nebraska
$1.85M
Envestnet Portfolio Solutions
99
Envestnet Portfolio Solutions
Illinois
$1.83M
CCG
100
Cypress Capital Group
Florida
$1.75M