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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
$15.3M
2
LPL Financial
LPL Financial
California
$126M
3
Wells Fargo
Wells Fargo
California
$115M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13M
5
AAS
Avantax Advisory Services
Texas
$27M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
UBS Group
UBS Group
Switzerland
$83M
3
SPWG
Syntegra Private Wealth Group
Missouri
$2.58M
4
SEIA
Signature Estate & Investment Advisors
California
$0
5
Renaissance Technologies
Renaissance Technologies
New York
$5.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
126
Stephens Inc
Arkansas
$1.62M – – –
KFGK
127
Keystone Financial Group (Kentucky)
Kentucky
$1.61M +$9.76K +190 +0.6%
CIAS
128
Capital Investment Advisory Services
North Carolina
$1.6M +$2.62K +51 +0.2%
IA
129
IFG Advisory
Georgia
$1.59M -$33K -643 -2%
CCFM
130
Clear Creek Financial Management
Washington
$1.59M +$74.2K +1,445 +5%
GWA
131
GGM Wealth Advisors
Maryland
$1.57M – – –
AAS
132
Ameritas Advisory Services
Nebraska
$1.54M +$1.03M +20,129 +200%
PSCM
133
Per Stirling Capital Management
Texas
$1.5M +$1.23K +24 +0.1%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$1.47M -$31.5K -613 -2%
KPWS
135
Kestra Private Wealth Services
Texas
$1.34M +$116K +2,251 +9%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$1.31M +$1.31M +2,828 New
CCA
137
Clearwater Capital Advisors
Illinois
$1.3M – – –
SWP
138
Summit Wealth Partners
Florida
$1.3M – – –
IWC
139
Integrated Wealth Concepts
Massachusetts
$1.26M -$26K -506 -2%
HI
140
Harbour Investments
Wisconsin
$1.23M +$171K +3,325 +16%
SCA
141
Snowden Capital Advisors
New York
$1.2M +$148K +2,875 +14%
NP
142
Nilsine Partners
Colorado
$1.2M +$79.2K +1,543 +7%
ASN
143
Advisory Services Network
Georgia
$1.19M +$30.5K +594 +3%
SPI
144
Sutton Place Investors
New York
$1.1M -$25.3K -492 -2%
AWS
145
Atria Wealth Solutions
New York
$1.1M +$126K +2,448 +13%
SCM
146
Seascape Capital Management
New Hampshire
$1.1M +$324K +6,304 +42%
PPWM
147
Paragon Private Wealth Management
Kentucky
$1.09M -$7.19K -140 -0.7%
IA
148
IFP Advisors
Florida
$1.08M -$463K -9,020 -30%
EIA
149
Eldridge Investment Advisors
New Hampshire
$1.08M -$1.07M -20,818 -50%
PTC
150
Private Trust Company
Ohio
$1.07M +$42.2K +821 +4%
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