FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$2.08M -$105K -2,030 -5%
MA
102
Mutual Advisors
Nebraska
$2.04M -$10.8K -210 -0.5%
Wealth Enhancement Advisory Services
103
Wealth Enhancement Advisory Services
Minnesota
$2.04M -$809K -15,666 -28%
FM
104
Foster & Motley
Ohio
$2.03M +$15.6K +302 +0.8%
OAJ
105
Ogorek Anthony Joseph
New York
$1.88M -$592K -11,467 -24%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$1.85M -$80.9K -1,566 -4%
OPS
107
Orion Portfolio Solutions
Nebraska
$1.84M +$456K +8,826 +33%
BCI
108
Brinker Capital Investments
Pennsylvania
$1.84M +$456K +8,826 +33%
PS
109
Principal Securities
Iowa
$1.84M +$1.84M +35,547 New
MWM
110
Modern Wealth Management
Kansas
$1.75M +$1.75M +33,839 New
SCM
111
Sebold Capital Management
Illinois
$1.74M -$1.07M -20,768 -38%
Mariner
112
Mariner
Kansas
$1.7M +$1.1M +21,199 +181%
IWS
113
Insight Wealth Strategies
California
$1.67M +$106K +2,055 +7%
FIM
114
Freedom Investment Management
Connecticut
$1.66M +$1.66M +32,076 New
HighTower Advisors
115
HighTower Advisors
Illinois
$1.64M -$433K -8,378 -21%
HW
116
Hedeker Wealth
Illinois
$1.64M -$319K -6,178 -16%
IA
117
IFG Advisory
Georgia
$1.63M -$223K -4,319 -12%
SI
118
Stephens Inc
Arkansas
$1.63M – – –
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$1.61M +$236K +4,574 +17%
SFP
120
Strategic Financial Partners
Oregon
$1.6M -$262K -5,077 -14%
CIAS
121
Capital Investment Advisory Services
North Carolina
$1.6M +$1.29K +25 +0.1%
GWA
122
GGM Wealth Advisors
Maryland
$1.57M +$38.1K +745 +2%
IA
123
IFP Advisors
Florida
$1.55M -$1.17M -22,594 -43%
CCFM
124
Clear Creek Financial Management
Washington
$1.52M -$39.3K -760 -3%
CA
125
Cetera Advisors
Colorado
$1.52M +$14.6K +283 +1%
3 4
5
6 7