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First Trust Managed Municipal ETF

306 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

9% more funds holding

Funds holding: 281306 (+25)

2.15% more ownership

Funds ownership: 75.34%77.49% (+2.2%)

5% more capital invested

Capital invested by funds: $1.43B → $1.5B (+$69.4M)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

Holders
306
Holders Change
+25
Holders Change %
+8.9%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
107
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCG
126
Cypress Capital Group
Florida
$1.22M -$667K -13,050 -35%
SFS
127
Sowell Financial Services
Arkansas
$1.22M +$4.5K +88 +0.4%
SCA
128
Snowden Capital Advisors
New York
$1.18M -$64.9K -1,269 -5%
SPWG
129
Syntegra Private Wealth Group
Missouri
$1.16M -$11.9K -232 -1%
OC
130
Oppenheimer & Co
New York
$1.15M +$771K +15,086 +201%
CCFM
131
Clear Creek Financial Management
Washington
$1.15M -$249K -4,864 -18%
BEI
132
Benjamin Edwards Inc
Missouri
$1.14M -$30.8K -602 -3%
KPWS
133
Kestra Private Wealth Services
Texas
$1.13M -$18.2K -356 -2%
HW
134
Hedeker Wealth
Illinois
$1.13M -$644K -12,605 -36%
PJWM
135
Philip James Wealth Mangement
Georgia
$1.13M +$6.34K +124 +0.6%
SWP
136
Summit Wealth Partners
Florida
$1.1M
BWP
137
Bernardo Wealth Planning
Pennsylvania
$1.09M -$80.4K -1,573 -7%
AWA
138
Arkadios Wealth Advisors
Georgia
$1.06M -$47.1K -922 -4%
SWTS
139
Stonehaven Wealth & Tax Solutions
Wisconsin
$1.02M +$772K +15,096 +315%
TFA
140
Transamerica Financial Advisors
Florida
$998K +$997K +19,508 New
Wealth Enhancement Advisory Services
141
Wealth Enhancement Advisory Services
Minnesota
$982K -$117K -2,297 -11%
MPIA
142
Milestones Private Investment Advisors
New York
$976K -$5.52K -108 -0.6%
CA
143
Crumly & Associates
Illinois
$940K
FSG
144
Financial Strategies Group
Michigan
$939K +$24K +470 +3%
LI
145
LVZ Inc
Michigan
$920K -$86.8K -1,699 -9%
IA
146
IFG Advisory
Georgia
$918K -$13.6K -267 -1%
MWM
147
Modern Wealth Management
Kansas
$910K -$1.01M -19,818 -53%
GRP
148
Global Retirement Partners
California
$906K +$5.88K +115 +0.7%
IA
149
IFP Advisors
Florida
$892K -$307 -6 -0%
EWM
150
EPG Wealth Management
Georgia
$890K -$87.7K -1,716 -9%