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First Trust Managed Municipal ETF

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
151
B. Riley Wealth Advisors
Florida
$934K -$74.3K -1,520 -7%
MMHP
152
Murphy Middleton Hinkle & Parker
Georgia
$926K -$76.3K -1,561 -8%
EWM
153
EPG Wealth Management
Georgia
$887K -$20K -409 -2%
HNWAG
154
High Net Worth Advisory Group
Florida
$884K +$10.4K +212 +1%
PTC
155
Private Trust Company
Ohio
$869K -$229K -4,695 -21%
NC
156
NewSquare Capital
Pennsylvania
$843K -$27.4K -560 -3%
WSWA
157
Warren Street Wealth Advisors
California
$842K -$10.1K -206 -1%
BFEC
158
Benjamin F. Edwards & Company
Missouri
$840K -$47.7K -977 -5%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$835K +$50.9K +1,042 +6%
CCA
160
Cottonwood Capital Advisors
Utah
$833K -$258K -5,280 -24%
LNC
161
Lincoln National Corp
Pennsylvania
$833K +$259K +5,296 +45%
LI
162
LVZ Inc
Michigan
$822K
RJT
163
Raymond James Trust
Florida
$809K
WCFA
164
Walkner Condon Financial Advisors
Wisconsin
$795K -$93.4K -1,911 -11%
MA
165
MONECO Advisors
Connecticut
$791K +$139K +2,849 +21%
CFG
166
Cooper Financial Group
California
$777K -$4.89K -100 -0.6%
LS
167
Leelyn Smith
Illinois
$743K -$811K -16,599 -52%
MWM
168
Meridian Wealth Management
Kentucky
$720K -$49K -1,003 -6%
VCM
169
Virtue Capital Management
Tennessee
$652K
IWM
170
IHT Wealth Management
Illinois
$621K -$4.16K -85 -0.7%
MIC
171
Means Investment Company
Maine
$618K -$140K -2,871 -18%
USCWA
172
U.S. Capital Wealth Advisors
Texas
$604K -$458K -9,378 -43%
SWM
173
SeaCrest Wealth Management
New York
$594K +$98 +2 +0%
PCIA
174
Prime Capital Investment Advisors
Kansas
$585K
KWM
175
Kaydan Wealth Management
Michigan
$578K -$120K -2,456 -17%