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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
VWA
2
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
3
LPL Financial
California
$103M
4
UBS Group
4
UBS Group
Switzerland
$110M
5
KIG
5
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEP
126
Southland Equity Partners
Missouri
$1.38M +$92.9K +1,833 +7%
CCA
127
Clearwater Capital Advisors
Illinois
$1.38M -$64.9K -1,280 -5%
SCA
128
Snowden Capital Advisors
New York
$1.34M -$36.8K -726 -3%
TNBTD
129
Trustmark National Bank Trust Department
Mississippi
$1.34M – – –
KPWS
130
Kestra Private Wealth Services
Texas
$1.32M +$139K +2,734 +12%
SWP
131
Summit Wealth Partners
Florida
$1.27M +$119K +2,356 +10%
NP
132
Nilsine Partners
Colorado
$1.27M +$878K +17,333 +225%
SPC
133
Sigma Planning Corp
Michigan
$1.27M +$48K +948 +4%
SPA
134
Sentinel Pension Advisors
Massachusetts
$1.25M -$74.1K -1,462 -6%
SPI
135
Sutton Place Investors
New York
$1.21M +$507 +10 +0%
LFG
136
Larson Financial Group
Missouri
$1.2M -$97.6K -1,926 -8%
WFAG
137
Worth Financial Advisory Group
North Carolina
$1.14M -$33.2K -656 -3%
PTC
138
Private Trust Company
Ohio
$1.14M +$591K +11,660 +108%
CCA
139
Cottonwood Capital Advisors
Utah
$1.13M -$36.9K -729 -3%
USCWA
140
U.S. Capital Wealth Advisors
Texas
$1.1M +$597K +11,775 +118%
SOS
141
Silver Oak Securities
Tennessee
$1.09M -$7.96K -157 -0.7%
HI
142
Harbour Investments
Wisconsin
$1.08M -$10.8K -213 -1%
TPW
143
TL Private Wealth
Texas
$1.06M -$654K -12,954 -38%
ASN
144
Advisory Services Network
Georgia
$1.05M +$136K +2,683 +15%
BRWA
145
B. Riley Wealth Advisors
Florida
$1.05M +$4.36K +86 +0.4%
MMHP
146
Murphy Middleton Hinkle & Parker
Georgia
$1.04M – – –
AWS
147
Atria Wealth Solutions
New York
$1.03M -$2.14M -42,263 -68%
EWM
148
EPG Wealth Management
Georgia
$940K -$40K -789 -4%
AF
149
Allworth Financial
California
$936K +$414K +8,167 +79%
BFEC
150
Benjamin F. Edwards & Company
Missouri
$921K +$54.5K +1,074 +6%
4 5
6
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