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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
101
Foster & Motley
Ohio
$2.1M -$104K -2,041 -5%
HCA
102
Heck Capital Advisors
Wisconsin
$2.09M +$45.4K +890 +2%
MA
103
Mutual Advisors
Nebraska
$2.09M +$190K +3,742 +10%
XF
104
XML Financial
Maryland
$2.09M -$243K -4,773 -10%
SPC
105
Sigma Planning Corp
Michigan
$2.04M +$25.7K +503 +1%
CCFM
106
Clear Creek Financial Management
Washington
$2M +$310K +6,084 +18%
MWM
107
Modern Wealth Management
Kansas
$1.98M +$205K +4,025 +12%
SPIA
108
Steward Partners Investment Advisory
New York
$1.98M +$51.7K +1,013 +3%
KFGK
109
Keystone Financial Group (Kentucky)
Kentucky
$1.88M +$67.3K +1,319 +4%
Envestnet Portfolio Solutions
110
Envestnet Portfolio Solutions
Illinois
$1.83M +$53.1K +1,041 +3%
SYBT
111
Stock Yards Bank & Trust
Kentucky
$1.8M -$25.6K -502 -1%
GWA
112
GGM Wealth Advisors
Maryland
$1.79M -$743K -14,561 -29%
FCM
113
Family Capital Management
Michigan
$1.72M -$54.3K -1,065 -3%
First Trust Advisors
114
First Trust Advisors
Illinois
$1.7M +$145K +2,852 +9%
BAM
115
Belpointe Asset Management
Nevada
$1.7M – – –
PS
116
Principal Securities
Iowa
$1.69M +$18.9K +371 +1%
FA
117
Flagstar Advisors
New York
$1.66M -$194K -3,797 -10%
FIM
118
Freedom Investment Management
Connecticut
$1.65M -$59.3K -1,162 -3%
Baird Financial Group
119
Baird Financial Group
Wisconsin
$1.65M -$24.6K -483 -1%
BWP
120
Bernardo Wealth Planning
Pennsylvania
$1.6M -$256K -5,041 -14%
CIAS
121
Capital Investment Advisory Services
North Carolina
$1.55M -$2.3K -45 -0.1%
SFP
122
Strategic Financial Partners
Oregon
$1.53M -$175K -3,428 -10%
OAJ
123
Ogorek Anthony Joseph
New York
$1.52M +$3.52K +69 +0.2%
TFP
124
Traction Financial Partners
Wyoming
$1.5M +$151K +2,966 +11%
SI
125
Stephens Inc
Arkansas
$1.49M -$422K -8,267 -22%
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5
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