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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$88.2M
2
VWA
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
LPL Financial
California
$103M
4
UBS Group
UBS Group
Switzerland
$110M
5
KIG
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCFA
151
Walkner Condon Financial Advisors
Wisconsin
$921K +$110K +2,161 +13%
HNWAG
152
High Net Worth Advisory Group
Florida
$906K -$28.9K -571 -3%
NC
153
NewSquare Capital
Pennsylvania
$902K -$18K -355 -2%
AC
154
Avestar Capital
New York
$899K -$47.1K -929 -5%
WSWA
155
Warren Street Wealth Advisors
California
$883K -$28.7K -567 -3%
LI
156
LVZ Inc
Michigan
$852K +$211K +4,157 +33%
RJT
157
Raymond James Trust
Florida
$838K +$199K +3,922 +31%
BWM
158
BerganKDV Wealth Management
Minnesota
$821K -$5.27K -104 -0.6%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$813K -$299K -5,900 -27%
CFG
160
Cooper Financial Group
California
$811K – – –
MWM
161
Meridian Wealth Management
Kentucky
$797K -$8.77K -173 -1%
MIC
162
Means Investment Company
Maine
$787K -$126K -2,486 -14%
KWM
163
Kaydan Wealth Management
Michigan
$723K +$24.5K +484 +4%
GIA
164
Gladstone Institutional Advisory
Florida
$716K -$304K -6,001 -30%
CA
165
Cetera Advisors
Colorado
$686K +$84.6K +1,669 +14%
MA
166
MONECO Advisors
Connecticut
$675K +$12.2K +240 +2%
C
167
CEDRUS
Colorado
$670K -$15.2K -300 -2%
VCM
168
Virtue Capital Management
Tennessee
$652K – – –
IWM
169
IHT Wealth Management
Illinois
$648K -$60.9K -1,201 -9%
P
170
&Partners
Tennessee
$647K – – –
FHC
171
First Heartland Consultants
Missouri
$626K +$199K +3,922 +46%
Mariner
172
Mariner
Kansas
$625K +$334K +6,598 +115%
SWM
173
SeaCrest Wealth Management
New York
$616K +$101 +2 +0%
SWMG
174
Signature Wealth Management Group
Georgia
$609K +$55.4K +1,094 +10%
VA
175
Valmark Advisers
Ohio
$606K -$24.2K -478 -4%
5 6
7
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