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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 130 reducing their positions, and 26 closing their positions.

Holders
293
Holders Change
-6
Holders Change %
-2.01%
% of All Funds
3.93%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
103
Reduced
130
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$41.7M
2
Jane Street
2
Jane Street
New York
$17.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$27.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$152M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$12.7M

Top Sellers

1
AAS
1
Avantax Advisory Services
Texas
$6.44M
2
Creative Planning
2
Creative Planning
Kansas
$4.11M
3
LFG
3
Larson Financial Group
Missouri
$979K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$5.05M
5
LPL Financial
5
LPL Financial
California
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
151
RFG Advisory
Alabama
$823K 16,524 -4,264 -21%
FF
152
Friday Financial
Iowa
$814K 16,334 -280 -2%
MSFS
153
Main Street Financial Solutions
Pennsylvania
$805K 16,161 +16,161 New
EWM
154
EPG Wealth Management
Georgia
$797K 15,994 +111 +0.7%
IA
155
IFP Advisors
Florida
$789K 15,830 +119 +0.8%
HF
156
HRT Financial
New York
$782K 15,704 +15,704 New
WSWA
157
Warren Street Wealth Advisors
California
$771K 15,483 -629 -4%
AWS
158
Atria Wealth Solutions
New York
$717K 14,382 +1,128 +9%
TPW
159
TL Private Wealth
Texas
$684K 13,715 +84 +0.6%
SWMG
160
Signature Wealth Management Group
Georgia
$679K 13,632 -1,309 -9%
MCM
161
MAI Capital Management
Ohio
$669K 13,421 -512 -4%
CCA
162
Cottonwood Capital Advisors
Utah
$657K 13,194 -228 -2%
NC
163
NewSquare Capital
Pennsylvania
$655K 13,149 +342 +3%
DWA
164
Delos Wealth Advisors
Texas
$649K 13,030 – –
First Trust Advisors
165
First Trust Advisors
Illinois
$642K 12,879 -18,050 -58%
GWM
166
Geneos Wealth Management
Colorado
$640K 12,837 -4,279 -25%
VA
167
VestGen Advisors
Illinois
$634K 12,741 +45 +0.4%
SFS
168
Security Financial Services
Indiana
$630K 12,650 +1,513 +14%
IWM
169
IHT Wealth Management
Illinois
$630K 12,644 +1,162 +10%
IA
170
Intellus Advisors
Florida
$628K 12,597 – –
OAM
171
Occidental Asset Management
California
$615K 12,343 -100 -0.8%
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
$610K 12,253 -48,715 -80%
Citadel Advisors
173
Citadel Advisors
Florida
$609K 12,234 +12,234 New
HI
174
Harbour Investments
Wisconsin
$608K 12,199 -119 -1%
ATPW
175
Ashton Thomas Private Wealth
Arizona
$588K 11,803 +3,490 +42%
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7
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