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First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

21% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 130

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
295
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$24.5M
2 -$15.2M
3 -$14.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.7M
5
LPL Financial
LPL Financial
California
-$6.65M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
101
Clear Creek Financial Management
Washington
$1.72M
TFP
102
Traction Financial Partners
Wyoming
$1.69M
PS
103
Principal Securities
Iowa
$1.63M
HW
104
Hedeker Wealth
Illinois
$1.62M
SWP
105
Stratos Wealth Partners
Ohio
$1.61M
FCM
106
Family Capital Management
Michigan
$1.55M
Baird Financial Group
107
Baird Financial Group
Wisconsin
$1.54M
OAJ
108
Ogorek Anthony Joseph
New York
$1.51M
SYBT
109
Stock Yards Bank & Trust
Kentucky
$1.49M
FIM
110
Freedom Investment Management
Connecticut
$1.49M
SI
111
Stephens Inc
Arkansas
$1.4M
GA
112
GSG Advisors
New Jersey
$1.39M
CIAS
113
Capital Investment Advisory Services
North Carolina
$1.37M
SCM
114
Sebold Capital Management
Illinois
$1.3M
SCA
115
Snowden Capital Advisors
New York
$1.28M
LSL
116
Legacy Solutions LLC
Pennsylvania
$1.27M
BWP
117
Bernardo Wealth Planning
Pennsylvania
$1.25M
DAS
118
Dynamic Advisor Solutions
Arizona
$1.25M
IWS
119
Insight Wealth Strategies
California
$1.22M
SPWG
120
Syntegra Private Wealth Group
Missouri
$1.21M
OMC
121
Old Mission Capital
Illinois
$1.21M
FA
122
Flagstar Advisors
New York
$1.2M
SFS
123
Sowell Financial Services
Arkansas
$1.18M
HNWAG
124
High Net Worth Advisory Group
Florida
$1.13M
BAM
125
Belpointe Asset Management
Nevada
$1.13M