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First Trust Managed Municipal ETF

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IPA
101
Investment Planning Advisors
Georgia
$2.04M
IWS
102
Insight Wealth Strategies
California
$1.97M +$136K +2,621 +7%
SPIA
103
Steward Partners Investment Advisory
New York
$1.96M -$521K -10,018 -21%
SI
104
Stephens Inc
Arkansas
$1.95M +$286K +5,500 +17%
NW
105
Naviter Wealth
Arkansas
$1.94M +$959K +18,454 +98%
MA
106
Mutual Advisors
Nebraska
$1.91M +$1.18K +23 +0.1%
FA
107
Flagstar Advisors
New York
$1.89M -$6.08K -117 -0.3%
BWP
108
Bernardo Wealth Planning
Pennsylvania
$1.89M -$144K -2,771 -7%
SYBT
109
Stock Yards Bank & Trust
Kentucky
$1.86M +$240K +4,613 +15%
KFGK
110
Keystone Financial Group (Kentucky)
Kentucky
$1.85M +$1.85M +35,525 New
IWC
111
Integrated Wealth Concepts
Massachusetts
$1.83M +$357K +6,873 +24%
MWM
112
Modern Wealth Management
Kansas
$1.81M +$88.1K +1,696 +5%
FCM
113
Family Capital Management
Michigan
$1.81M -$31.3K -603 -2%
HW
114
Hedeker Wealth
Illinois
$1.81M +$307K +5,917 +21%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$1.8M -$3.53K -68 -0.2%
IA
116
IFG Advisory
Georgia
$1.77M -$779 -15 -0%
FIM
117
Freedom Investment Management
Connecticut
$1.75M +$37K +713 +2%
CCG
118
Cypress Capital Group
Florida
$1.74M +$390K +7,500 +29%
SFP
119
Strategic Financial Partners
Oregon
$1.73M -$11.1K -213 -0.6%
CCFM
120
Clear Creek Financial Management
Washington
$1.72M +$115K +2,213 +7%
BAM
121
Belpointe Asset Management
Nevada
$1.71M +$993K +19,115 +138%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$1.71M -$129K -2,475 -7%
PS
123
Principal Securities
Iowa
$1.7M +$36.5K +702 +2%
PWA
124
PCG Wealth Advisors
Kansas
$1.62M -$436K -8,393 -21%
First Trust Advisors
125
First Trust Advisors
Illinois
$1.58M +$1.58M +30,481 New