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First Trust Managed Municipal ETF

301 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1% more funds holding

Funds holding: 297301 (+4)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$47M)

0.18% more ownership

Funds ownership: 75.93%76.11% (+0.18%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
301
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
126
Capital Investment Advisory Services
North Carolina
$1.58M +$207 +4 +0%
Jane Street
127
Jane Street
New York
$1.56M +$1.55M +29,930 New
OAJ
128
Ogorek Anthony Joseph
New York
$1.54M -$119K -2,307 -7%
SWA
129
Stratos Wealth Advisors
Ohio
$1.54M -$48.3K -936 -3%
FTIS
130
First Trust Investment Solutions
Florida
$1.5M +$1.49M +28,900 New
SCA
131
Snowden Capital Advisors
New York
$1.43M +$70.2K +1,360 +5%
SAM
132
Secure Asset Management
Michigan
$1.42M +$197K +3,808 +16%
TFP
133
Traction Financial Partners
Wyoming
$1.38M -$128K -2,485 -9%
Koshinski Asset Management
134
Koshinski Asset Management
Illinois
$1.37M -$22.1K -429 -2%
AAS
135
Ameritas Advisory Services
Nebraska
$1.34M -$17.3K -335 -1%
GA
136
GSG Advisors
New Jersey
$1.33M +$165K +3,203 +14%
BEI
137
Benjamin Edwards Inc
Missouri
$1.33M +$1.06M +20,442 +396%
SWP
138
Summit Wealth Partners
Florida
$1.28M -$32.7K -633 -3%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$1.26M +$1.26M +24,401 New
ASN
140
Advisory Services Network
Georgia
$1.21M
NP
141
Nilsine Partners
Colorado
$1.17M +$5.94K +115 +0.5%
CCA
142
Clearwater Capital Advisors
Illinois
$1.16M -$152K -2,938 -12%
LI
143
LVZ Inc
Michigan
$1.16M +$652K +12,632 +131%
AWS
144
Atria Wealth Solutions
New York
$1.16M +$60.4K +1,170 +6%
Wealth Enhancement Advisory Services
145
Wealth Enhancement Advisory Services
Minnesota
$1.16M -$83.4K -1,615 -7%
CWP
146
Core Wealth Partners
California
$1.13M +$706K +13,681 +170%
SPI
147
Sutton Place Investors
New York
$1.11M +$2.27K +44 +0.2%
FPAS
148
Focus Partners Advisor Solutions
Missouri
$1.08M +$1.08M +20,845 New
BCI
149
Brinker Capital Investments
Pennsylvania
$1.08M -$135K -2,618 -11%
OPS
150
Orion Portfolio Solutions
Nebraska
$1.08M -$135K -2,618 -11%