FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

276 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 35 closing their positions.

Holders
276
Holders Change
-8
Holders Change %
-2.82%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.19%
New
32
Increased
100
Reduced
121
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$110M
2
Jane Street
2
Jane Street
New York
$37.9M
3
APP
3
Avantax Planning Partners
Iowa
$49.4M
4
CWM
4
Congress Wealth Management
Massachusetts
$49.2M
5
MMA
5
Miracle Mile Advisors
California
$18.5M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$77.2M
2
CAMG
2
CWA Asset Management Group
Florida
$18.5M
3
FFG
3
Frisch Financial Group
New York
$1.22M
4
WEPOG
4
Wealth Enhancement & Preservation of GA
Georgia
$0
5
OAJ
5
Ogorek Anthony Joseph
New York
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
FFG
126
Frisch Financial Group
New York
$1.22M 24,357 -163,452 -87%
SWP
127
Summit Wealth Partners
Florida
$1.22M 24,250 +14,045 +138%
SPI
128
Sutton Place Investors
New York
$1.18M 23,505 -17,758 -43%
PWM
129
Peterson Wealth Management
Nevada
$1.18M 23,502 -1,387 -6%
CCA
130
Cottonwood Capital Advisors
Utah
$1.16M 23,226 -271 -1%
BC
131
Bowman & Company
Wisconsin
$1.15M 22,907 +8,228 +56%
MOS
132
MGO One Seven
Ohio
$1.14M 22,696 +22,696 New
WWA
133
WCG Wealth Advisors
Nevada
$1.09M 21,840 +2,786 +15%
KPWS
134
Kestra Private Wealth Services
Texas
$1.09M 21,824 +21,824 New
MIC
135
Means Investment Company
Maine
$1.07M 21,361 -3,936 -16%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$1.04M 20,846 +10,128 +94%
CA
137
Crumly & Associates
Illinois
$1.03M 20,584 -24,349 -54%
AWS
138
Atria Wealth Solutions
New York
$1.03M 20,550 +315 +2%
BRWA
139
B. Riley Wealth Advisors
Florida
$1.03M 20,528 -5,246 -20%
MMHP
140
Murphy Middleton Hinkle & Parker
Georgia
$976K 19,487 +4 +0%
NC
141
NewSquare Capital
Pennsylvania
$954K 19,047 +180 +1%
RJT
142
Raymond James Trust
Florida
$946K 18,876 -2,488 -12%
Creative Planning
143
Creative Planning
Kansas
$933K 18,625 -10,674 -36%
EWM
144
EPG Wealth Management
Georgia
$932K 18,596 +176 +1%
HNWAG
145
High Net Worth Advisory Group
Florida
$917K 18,309 -3,252 -15%
CWA
146
Core Wealth Advisors
Florida
$900K 17,960 +1,131 +7%
AC
147
Avestar Capital
New York
$892K 17,799 -4,307 -19%
C
148
CEDRUS
Colorado
$888K 17,712 -5,400 -23%
WSWA
149
Warren Street Wealth Advisors
California
$883K 17,617 +10,582 +150%
TB
150
Treynor Bancshares
Iowa
$874K 17,446 -15,998 -48%
4 5
6
7 8