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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
126
Moneywise Inc
Virginia
$1.49M -$325K -6,357 -18%
HW
127
Hedeker Wealth
Illinois
$1.47M -$215K -4,216 -13%
IWC
128
Integrated Wealth Concepts
Massachusetts
$1.45M +$197K +3,860 +16%
Koshinski Asset Management
129
Koshinski Asset Management
Illinois
$1.37M +$393K +7,656 +40%
SCA
130
Snowden Capital Advisors
New York
$1.33M +$135K +2,651 +11%
AAS
131
Ameritas Advisory Services
Nebraska
$1.33M -$211K -4,126 -14%
CCG
132
Cypress Capital Group
Florida
$1.33M -$536K -10,495 -29%
CCA
133
Clearwater Capital Advisors
Illinois
$1.29M -$1.58K -31 -0.1%
SWP
134
Summit Wealth Partners
Florida
$1.29M – – –
KPWS
135
Kestra Private Wealth Services
Texas
$1.25M -$76.5K -1,499 -6%
Wealth Enhancement Advisory Services
136
Wealth Enhancement Advisory Services
Minnesota
$1.22M -$716K -14,032 -37%
ASN
137
Advisory Services Network
Georgia
$1.21M +$28.6K +561 +2%
SAM
138
Secure Asset Management
Michigan
$1.2M +$1.2M +23,556 New
BCI
139
Brinker Capital Investments
Pennsylvania
$1.2M +$247K +4,832 +26%
OPS
140
Orion Portfolio Solutions
Nebraska
$1.2M +$247K +4,832 +26%
HI
141
Harbour Investments
Wisconsin
$1.16M -$59.6K -1,167 -5%
GA
142
GSG Advisors
New Jersey
$1.14M +$109K +2,143 +11%
NP
143
Nilsine Partners
Colorado
$1.14M -$49.6K -972 -4%
P
144
&Partners
Tennessee
$1.12M +$101K +1,979 +10%
SPI
145
Sutton Place Investors
New York
$1.09M -$5.72K -112 -0.5%
CA
146
Crumly & Associates
Illinois
$1.08M -$1.08M -21,112 -50%
AWS
147
Atria Wealth Solutions
New York
$1.08M -$15.5K -303 -1%
IA
148
IFP Advisors
Florida
$1.07M -$7.66K -150 -0.7%
SCM
149
Seascape Capital Management
New Hampshire
$1.05M -$38.3K -750 -4%
TNBTD
150
Trustmark National Bank Trust Department
Mississippi
$1.02M -$22.4K -439 -2%
4 5
6
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