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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
3
LPL Financial
California
$103M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
KIG
5
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
101
Advisory Resource Group
Oklahoma
$2.16M -$72.2K -1,425 -3%
FM
102
Foster & Motley
Ohio
$1.98M -$93.3K -1,841 -4%
Jane Street
103
Jane Street
New York
$1.96M +$1.96M +38,635 New
MA
104
Mutual Advisors
Nebraska
$1.93M -$163K -3,208 -8%
SFP
105
Strategic Financial Partners
Oregon
$1.88M -$223K -4,397 -11%
IA
106
IFG Advisory
Georgia
$1.85M +$3.14K +62 +0.2%
BWP
107
Bernardo Wealth Planning
Pennsylvania
$1.77M +$220K +4,333 +14%
DFA
108
DHJJ Financial Advisors
Illinois
$1.72M +$230K +4,542 +15%
SYBT
109
Stock Yards Bank & Trust
Kentucky
$1.67M -$204K -4,025 -11%
AAS
110
Ameritas Advisory Services
Nebraska
$1.65M -$608K -12,022 -27%
FTUS
111
Flow Traders U.S.
New York
$1.65M +$1.65M +32,530 New
CCFM
112
Clear Creek Financial Management
Washington
$1.62M -$272K -5,360 -14%
LS
113
Leelyn Smith
Illinois
$1.61M -$462K -9,122 -22%
CIAS
114
Capital Investment Advisory Services
North Carolina
$1.57M +$1.27K +25 +0.1%
AWM
115
AE Wealth Management
Kansas
$1.56M -$5.26M -103,762 -77%
SWA
116
Stratos Wealth Advisors
Ohio
$1.56M -$911K -17,978 -37%
SI
117
Saxon Interests
Texas
$1.56M -$57.7K -1,139 -4%
IWS
118
Insight Wealth Strategies
California
$1.52M +$20.1K +396 +1%
PPWM
119
Paragon Private Wealth Management
Kentucky
$1.52M -$57.4K -1,133 -4%
GWA
120
GGM Wealth Advisors
Maryland
$1.5M – – –
PSCM
121
Per Stirling Capital Management
Texas
$1.48M -$85.5K -1,687 -5%
SI
122
Stephens Inc
Arkansas
$1.42M +$1.42M +28,000 New
PWM
123
Peterson Wealth Management
Nevada
$1.41M +$263K +5,192 +23%
HW
124
Hedeker Wealth
Illinois
$1.4M +$583K +11,505 +72%
LFAS
125
Level Four Advisory Services
Texas
$1.39M +$101 +2 +0%
3 4
5
6 7