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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
151
HFG Wealth Management
Texas
$866K +$866K +17,008 New
BWM
152
BerganKDV Wealth Management
Minnesota
$831K +$343K +6,730 +70%
HW
153
Hedeker Wealth
Illinois
$818K +$361K +7,078 +79%
WCFA
154
Walkner Condon Financial Advisors
Wisconsin
$816K +$18.2K +358 +2%
CFG
155
Cooper Financial Group
California
$815K -$21.4K -420 -3%
MWM
156
Meridian Wealth Management
Kentucky
$810K – – –
PFS
157
Prospera Financial Services
Texas
$754K -$17.9K -352 -2%
IWM
158
IHT Wealth Management
Illinois
$713K +$10.3K +202 +1%
KWM
159
Kaydan Wealth Management
Michigan
$702K +$866 +17 +0.1%
Creative Planning
160
Creative Planning
Kansas
$702K -$246K -4,839 -26%
C
161
CEDRUS
Colorado
$689K -$213K -4,191 -24%
MA
162
MONECO Advisors
Connecticut
$666K -$85.2K -1,672 -11%
VCM
163
Virtue Capital Management
Tennessee
$653K +$127K +2,505 +24%
P
164
&Partners
Tennessee
$650K – – –
LNC
165
Lincoln National Corp
Pennsylvania
$647K +$127K +2,487 +24%
LI
166
LVZ Inc
Michigan
$645K +$358K +7,024 +125%
RJT
167
Raymond James Trust
Florida
$643K -$319K -6,256 -33%
MAP
168
Milestone Advisory Partners
North Carolina
$642K +$45.8K +900 +8%
VA
169
Valmark Advisers
Ohio
$634K +$20.4K +400 +3%
IGWM
170
ICA Group Wealth Management
Colorado
$632K -$179K -3,505 -22%
SWM
171
SeaCrest Wealth Management
New York
$619K +$102 +2 +0%
CA
172
Cetera Advisors
Colorado
$605K +$236K +4,633 +64%
SCM
173
Seascape Capital Management
New Hampshire
$603K – – –
CAG
174
Csenge Advisory Group
Florida
$561K -$13.4K -264 -2%
TWP
175
Tempus Wealth Planning
California
$561K +$74.4K +1,461 +15%
5 6
7
8 9