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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
101
Stock Yards Bank & Trust
Kentucky
$1.88M -$318K -6,253 -14%
IA
102
IFG Advisory
Georgia
$1.86M -$127K -2,497 -6%
WIP
103
WealthCare Investment Partners
Rhode Island
$1.78M +$1.21M +23,787 +214%
CA
104
Crumly & Associates
Illinois
$1.76M +$715K +14,035 +68%
TPW
105
TL Private Wealth
Texas
$1.73M -$323K -6,351 -16%
CWA
106
Core Wealth Advisors
Florida
$1.72M +$806K +15,815 +88%
SI
107
Saxon Interests
Texas
$1.62M +$15.1K +297 +0.9%
APWA
108
Atlas Private Wealth Advisors
New Jersey
$1.6M +$212K +4,164 +15%
PPWM
109
Paragon Private Wealth Management
Kentucky
$1.59M -$394K -7,733 -20%
CIAS
110
Capital Investment Advisory Services
North Carolina
$1.58M +$30.1K +590 +2%
PSCM
111
Per Stirling Capital Management
Texas
$1.57M -$206K -4,050 -12%
BWP
112
Bernardo Wealth Planning
Pennsylvania
$1.56M +$17K +333 +1%
GWA
113
GGM Wealth Advisors
Maryland
$1.51M +$167K +3,276 +12%
IWS
114
Insight Wealth Strategies
California
$1.51M -$3.92K -77 -0.3%
DFA
115
DHJJ Financial Advisors
Illinois
$1.5M +$150K +2,927 +11%
LSPW
116
Lake Street Private Wealth
Illinois
$1.48M +$173K +3,401 +13%
CCA
117
Clearwater Capital Advisors
Illinois
$1.45M -$81.5K -1,600 -5%
LFAS
118
Level Four Advisory Services
Texas
$1.39M +$1.39M +27,348 New
SCA
119
Snowden Capital Advisors
New York
$1.38M +$43.9K +862 +3%
TNBTD
120
Trustmark National Bank Trust Department
Mississippi
$1.34M -$255K -5,000 -16%
SPA
121
Sentinel Pension Advisors
Massachusetts
$1.33M -$14.8K -290 -1%
HighTower Advisors
122
HighTower Advisors
Illinois
$1.32M -$162K -3,186 -11%
LFG
123
Larson Financial Group
Missouri
$1.3M -$72.3K -1,419 -5%
SEP
124
Southland Equity Partners
Missouri
$1.29M +$23.3K +457 +2%
SPC
125
Sigma Planning Corp
Michigan
$1.22M +$497K +9,749 +68%
3 4
5
6 7