FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPI
126
Sutton Place Investors
New York
$1.22M +$19.9K +390 +2%
KPWS
127
Kestra Private Wealth Services
Texas
$1.19M +$73.7K +1,447 +7%
WFAG
128
Worth Financial Advisory Group
North Carolina
$1.18M +$414K +8,131 +54%
CCA
129
Cottonwood Capital Advisors
Utah
$1.17M -$8.56K -168 -0.7%
SWP
130
Summit Wealth Partners
Florida
$1.16M -$78.8K -1,547 -6%
PWM
131
Peterson Wealth Management
Nevada
$1.16M -$41.9K -823 -4%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$4.59M -90,136 -80%
SOS
133
Silver Oak Securities
Tennessee
$1.1M +$593K +11,630 +117%
HI
134
Harbour Investments
Wisconsin
$1.09M -$445K -8,736 -29%
WWA
135
WCG Wealth Advisors
Nevada
$1.08M -$32.8K -643 -3%
BRWA
136
B. Riley Wealth Advisors
Florida
$1.05M +$509 +10 +0%
BCI
137
Brinker Capital Investments
Pennsylvania
$1.05M -$523K -10,271 -33%
OPS
138
Orion Portfolio Solutions
Nebraska
$1.05M +$414K +8,131 +66%
MMHP
139
Murphy Middleton Hinkle & Parker
Georgia
$1.04M +$52.2K +1,024 +5%
GIA
140
Gladstone Institutional Advisory
Florida
$1.02M -$299K -5,879 -23%
EWM
141
EPG Wealth Management
Georgia
$985K +$38.1K +747 +4%
GVAG
142
Great Valley Advisor Group
Delaware
$983K -$1.6M -31,367 -62%
AC
143
Avestar Capital
New York
$951K +$44.5K +873 +5%
HNWAG
144
High Net Worth Advisory Group
Florida
$939K +$6.57K +129 +0.7%
NC
145
NewSquare Capital
Pennsylvania
$925K -$45.3K -890 -5%
ASN
146
Advisory Services Network
Georgia
$922K -$1.03M -20,298 -53%
CWM
147
Comprehensive Wealth Management
Washington
$919K +$490K +9,626 +114%
MIC
148
Means Investment Company
Maine
$917K -$171K -3,351 -16%
WSWA
149
Warren Street Wealth Advisors
California
$917K +$19.2K +377 +2%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$871K +$122K +2,392 +16%
4 5
6
7 8