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First Trust Managed Municipal ETF

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
101
Bernardo Wealth Planning
Pennsylvania
$1.99M +$276K +5,638 +16%
AAS
102
Ameritas Advisory Services
Nebraska
$1.96M +$374K +7,681 +24%
HighTower Advisors
103
HighTower Advisors
Illinois
$1.96M -$518K -10,621 -21%
MA
104
Mutual Advisors
Nebraska
$1.94M +$86.4K +1,767 +5%
FM
105
Foster & Motley
Ohio
$1.91M -$4.2K -86 -0.2%
Creative Planning
106
Creative Planning
Kansas
$1.88M +$1.3M +26,674 +228%
HW
107
Hedeker Wealth
Illinois
$1.85M +$507K +10,377 +38%
Comerica Bank
108
Comerica Bank
Texas
$1.85M +$1.85M +37,867 New
Baird Financial Group
109
Baird Financial Group
Wisconsin
$1.82M -$322K -6,580 -15%
SFP
110
Strategic Financial Partners
Oregon
$1.77M -$43.4K -887 -2%
IA
111
IFG Advisory
Georgia
$1.75M -$34.2K -700 -2%
3LCM
112
3D/L Capital Management
Connecticut
$1.64M +$1.64M +33,556 New
DFA
113
DHJJ Financial Advisors
Illinois
$1.59M -$70.9K -1,450 -4%
KPWS
114
Kestra Private Wealth Services
Texas
$1.54M +$272K +5,572 +21%
SI
115
Stephens Inc
Arkansas
$1.54M +$171K +3,500 +13%
CIAS
116
Capital Investment Advisory Services
North Carolina
$1.52M +$1.22K +25 +0.1%
IWS
117
Insight Wealth Strategies
California
$1.48M +$13K +265 +0.9%
CCFM
118
Clear Creek Financial Management
Washington
$1.48M -$87.6K -1,793 -6%
GWA
119
GGM Wealth Advisors
Maryland
$1.46M +$11K +225 +0.8%
SYBT
120
Stock Yards Bank & Trust
Kentucky
$1.44M -$172K -3,519 -11%
PSCM
121
Per Stirling Capital Management
Texas
$1.43M +$2.88K +59 +0.2%
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$1.42M +$1.42M +29,145 New
CA
123
Cetera Advisors
Colorado
$1.42M +$759K +15,536 +115%
SWA
124
Stratos Wealth Advisors
Ohio
$1.42M -$90.3K -1,847 -6%
Envestnet Portfolio Solutions
125
Envestnet Portfolio Solutions
Illinois
$1.37M +$1.37M +27,927 New