FMB icon

First Trust Managed Municipal ETF

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
126
Clearwater Capital Advisors
Illinois
$1.35M +$20.1K +411 +2%
SPC
127
Sigma Planning Corp
Michigan
$1.35M +$125K +2,564 +10%
SEP
128
Southland Equity Partners
Missouri
$1.33M
BCI
129
Brinker Capital Investments
Pennsylvania
$1.31M -$982K -20,084 -43%
OPS
130
Orion Portfolio Solutions
Nebraska
$1.31M -$982K -20,084 -43%
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$1.3M +$1.3M +26,523 New
PPWM
132
Paragon Private Wealth Management
Kentucky
$1.28M -$183K -3,754 -13%
SPI
133
Sutton Place Investors
New York
$1.27M +$101K +2,070 +9%
SWP
134
Summit Wealth Partners
Florida
$1.24M +$14.4K +294 +1%
SPA
135
Sentinel Pension Advisors
Massachusetts
$1.23M +$32.3K +661 +3%
SCA
136
Snowden Capital Advisors
New York
$1.18M -$109K -2,233 -8%
AWM
137
AE Wealth Management
Kansas
$1.18M -$332K -6,791 -22%
NP
138
Nilsine Partners
Colorado
$1.13M -$98K -2,004 -8%
LFG
139
Larson Financial Group
Missouri
$1.1M -$55.6K -1,138 -5%
LFAS
140
Level Four Advisory Services
Texas
$1.08M -$253K -5,177 -19%
PWM
141
Peterson Wealth Management
Nevada
$1.07M -$297K -6,071 -22%
ASN
142
Advisory Services Network
Georgia
$1.06M +$39.6K +811 +4%
TNBTD
143
Trustmark National Bank Trust Department
Mississippi
$1.04M -$244K -5,000 -19%
BFG
144
Beacon Financial Group
Texas
$1.03M +$1.03M +20,663 New
AC
145
Avestar Capital
New York
$1.03M +$166K +3,389 +19%
AWS
146
Atria Wealth Solutions
New York
$994K -$196 -4 -0%
HI
147
Harbour Investments
Wisconsin
$980K -$56.9K -1,164 -5%
TPW
148
TL Private Wealth
Texas
$965K -$57.2K -1,174 -6%
RA
149
RFG Advisory
Alabama
$936K -$5.39M -110,361 -85%
WFAG
150
Worth Financial Advisory Group
North Carolina
$936K -$164K -3,346 -15%