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First Trust Managed Municipal ETF

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$1.51M +$68.8K +1,332 +5%
PSCM
127
Per Stirling Capital Management
Texas
$1.5M -$2.58K -50 -0.2%
LAM
128
Lifestyle Asset Management
Texas
$1.48M -$707K -13,694 -32%
SEP
129
Southland Equity Partners
Missouri
$1.39M -$11.7K -227 -0.8%
SWA
130
Stratos Wealth Advisors
Ohio
$1.36M -$134K -2,584 -9%
Creative Planning
131
Creative Planning
Kansas
$1.34M -$644K -12,465 -32%
SPA
132
Sentinel Pension Advisors
Massachusetts
$1.31M +$10.5K +204 +0.8%
CCA
133
Clearwater Capital Advisors
Illinois
$1.31M -$114K -2,205 -8%
SWP
134
Summit Wealth Partners
Florida
$1.3M -$6.98K -135 -0.5%
IWC
135
Integrated Wealth Concepts
Massachusetts
$1.29M -$1.12M -21,723 -46%
AC
136
Avestar Capital
New York
$1.28M +$193K +3,738 +18%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$1.28M +$395K +7,648 +45%
LFG
138
Larson Financial Group
Missouri
$1.26M +$99K +1,917 +8%
KPWS
139
Kestra Private Wealth Services
Texas
$1.23M -$403K -7,799 -25%
CA
140
Crumly & Associates
Illinois
$1.21M -$1.76M -34,132 -59%
ASN
141
Advisory Services Network
Georgia
$1.16M +$48K +930 +4%
P
142
&Partners
Tennessee
$1.13M +$657K +12,707 +138%
SPI
143
Sutton Place Investors
New York
$1.13M -$209K -4,050 -16%
NP
144
Nilsine Partners
Colorado
$1.13M -$63.2K -1,223 -5%
PPWM
145
Paragon Private Wealth Management
Kentucky
$1.1M -$254K -4,924 -19%
SCA
146
Snowden Capital Advisors
New York
$1.06M -$187K -3,629 -15%
HI
147
Harbour Investments
Wisconsin
$1.06M +$25K +483 +2%
TNBTD
148
Trustmark National Bank Trust Department
Mississippi
$1.05M -$51.7K -1,000 -5%
LFAS
149
Level Four Advisory Services
Texas
$1.04M -$104K -2,018 -9%
PTC
150
Private Trust Company
Ohio
$1.03M +$116K +2,247 +13%