FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
101
PCG Wealth Advisors
Kansas
$2.02M -$402K -7,881 -17%
SPC
102
Sigma Planning Corp
Michigan
$2.01M +$53.7K +1,051 +3%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$2M -$1.54M -30,235 -44%
EFS
104
Econ Financial Services
Pennsylvania
$1.99M +$18.7K +366 +0.9%
MA
105
Mutual Advisors
Nebraska
$1.92M -$6.78K -132 -0.4%
Mariner
106
Mariner
Kansas
$1.91M +$103K +2,026 +6%
FA
107
Flagstar Advisors
New York
$1.86M -$184K -3,601 -9%
FCM
108
Family Capital Management
Michigan
$1.81M -$304K -5,962 -14%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$1.8M -$22.2K -434 -1%
IWS
110
Insight Wealth Strategies
California
$1.8M +$93.8K +1,837 +5%
SPA
111
Sentinel Pension Advisors
Massachusetts
$1.78M +$174K +3,403 +11%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$1.78M +$314K +6,159 +22%
IA
113
IFG Advisory
Georgia
$1.74M +$159K +3,106 +10%
SFP
114
Strategic Financial Partners
Oregon
$1.71M +$10.6K +207 +0.6%
MWM
115
Modern Wealth Management
Kansas
$1.69M -$118K -2,314 -7%
FIM
116
Freedom Investment Management
Connecticut
$1.68M -$68.1K -1,334 -4%
PS
117
Principal Securities
Iowa
$1.64M -$69.4K -1,359 -4%
OAJ
118
Ogorek Anthony Joseph
New York
$1.64M -$239K -4,680 -13%
SI
119
Stephens Inc
Arkansas
$1.63M +$24.3K +475 +2%
SYBT
120
Stock Yards Bank & Trust
Kentucky
$1.59M -$80.6K -1,579 -5%
OMC
121
Old Mission Capital
Illinois
$1.59M +$1.59M +31,099 New
CCFM
122
Clear Creek Financial Management
Washington
$1.58M +$1.48K +29 +0.1%
SWA
123
Stratos Wealth Advisors
Ohio
$1.56M -$105K -2,048 -6%
CIAS
124
Capital Investment Advisory Services
North Carolina
$1.55M -$35.5K -695 -2%
TFP
125
Traction Financial Partners
Wyoming
$1.49M +$681K +13,211 +84%
3 4
5
6 7