FMB icon

First Trust Managed Municipal ETF

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
126
Secure Asset Management
Michigan
$1.49M +$89.6K +1,756 +6%
SWA
127
Stratos Wealth Advisors
Ohio
$1.46M -$48.1K -943 -3%
IA
128
IFG Advisory
Georgia
$1.46M -$275K -5,382 -16%
CCG
129
Cypress Capital Group
Florida
$1.36M -$349K -6,850 -20%
LSL
130
Legacy Solutions LLC
Pennsylvania
$1.32M +$1.32M +25,810 New
GA
131
GSG Advisors
New Jersey
$1.31M +$7.24K +142 +0.6%
ASN
132
Advisory Services Network
Georgia
$1.31M +$99.2K +1,944 +8%
AAP
133
Arax Advisory Partners
Colorado
$1.31M +$1.08M +21,212 +482%
PWA
134
PCG Wealth Advisors
Kansas
$1.3M -$291K -5,702 -18%
AAS
135
Ameritas Advisory Services
Nebraska
$1.3M -$11.2K -219 -0.9%
BEI
136
Benjamin Edwards Inc
Missouri
$1.3M -$8.11K -159 -0.6%
SCA
137
Snowden Capital Advisors
New York
$1.28M -$119K -2,335 -9%
IWS
138
Insight Wealth Strategies
California
$1.26M -$677K -13,280 -35%
CWP
139
Core Wealth Partners
California
$1.22M +$111K +2,170 +10%
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$1.2M -$39.8K -781 -3%
SFS
141
Sowell Financial Services
Arkansas
$1.2M +$1.2M +23,509 New
HNWAG
142
High Net Worth Advisory Group
Florida
$1.15M +$206K +4,029 +22%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$1.14M +$6.94K +136 +0.6%
SWP
144
Summit Wealth Partners
Florida
$1.14M -$117K -2,288 -9%
LI
145
LVZ Inc
Michigan
$1.14M
NP
146
Nilsine Partners
Colorado
$1.11M -$32.6K -640 -3%
OPS
147
Orion Portfolio Solutions
Nebraska
$1.09M +$25.1K +493 +2%
BCI
148
Brinker Capital Investments
Pennsylvania
$1.09M +$25.1K +493 +2%
OC
149
Opinicus Capital
Florida
$1.06M -$1.35M -26,450 -56%
CA
150
Crumly & Associates
Illinois
$1.05M -$204 -4 -0%