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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

284 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 109 increasing their positions, 118 reducing their positions, and 23 closing their positions.

Holders
284
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.91%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
22
Increased
109
Reduced
118
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$11.9M
2
LPL Financial
2
LPL Financial
California
$91.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
VCP
4
Verus Capital Partners
Arizona
$7.27M
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$7.59M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.8M
2
Jane Street
2
Jane Street
New York
$319K
3
GAG
3
GM Advisory Group
New York
$0
4
CAMG
4
CWA Asset Management Group
Florida
$32.3M
5
Wells Fargo
5
Wells Fargo
California
$70.6M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
126
Chiron Capital Management
Florida
$1.18M 24,154 -2,065 -8%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$1.15M 23,527 -825 -3%
CCA
128
Cottonwood Capital Advisors
Utah
$1.15M 23,497 +461 +2%
C
129
CEDRUS
Colorado
$1.13M 23,112 +599 +3%
MAP
130
Milestone Advisory Partners
North Carolina
$1.08M 22,136 -3,590 -14%
AC
131
Avestar Capital
New York
$1.08M 22,106 -3,977 -15%
EFG
132
Erickson Financial Group
Pennsylvania
$1.07M 21,977 -250 -1%
ASN
133
Advisory Services Network
Georgia
$1.07M 21,916 -2,088 -9%
HNWAG
134
High Net Worth Advisory Group
Florida
$1.05M 21,561 +92 +0.4%
AWM
135
Apollon Wealth Management
South Carolina
$1.04M 21,434 -11,525 -35%
RJT
136
Raymond James Trust
Florida
$1.04M 21,364 -1,161 -5%
WWA
137
WCG Wealth Advisors
Nevada
$1.02M 19,054 +8,374 +78%
AWS
138
Atria Wealth Solutions
New York
$986K 20,235 -3,191 -14%
QWM
139
QP Wealth Management
New Jersey
$957K 19,632 -3,696 -16%
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$949K 19,483 +3 +0%
MFG
141
Magnus Financial Group
New York
$926K 19,000 -3,412 -15%
NC
142
NewSquare Capital
Pennsylvania
$919K 18,867 -9,330 -33%
EWM
143
EPG Wealth Management
Georgia
$897K 18,420 +10,827 +143%
AFP
144
Ausdal Financial Partners
Iowa
$888K 18,227 +8,122 +80%
TFS
145
Thoroughbred Financial Services
Tennessee
$866K 17,784 – –
IGWM
146
ICA Group Wealth Management
Colorado
$863K 17,712 +12 +0.1%
PFS
147
Prospera Financial Services
Texas
$862K 17,668 -2,361 -12%
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
$838K 17,195 +5,840 +51%
OAM
149
Occidental Asset Management
California
$834K 17,109 +321 +2%
LS
150
Leelyn Smith
Illinois
$824K 16,910 -11,098 -40%
4 5
6
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