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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
151
TL Private Wealth
Texas
$1.03M +$5.79K +112 +0.6%
BFG
152
Beacon Financial Group
Texas
$1M -$67.2K -1,300 -6%
BRWA
153
B. Riley Wealth Advisors
Florida
$984K -$3K -58 -0.3%
MMHP
154
Murphy Middleton Hinkle & Parker
Georgia
$979K – – –
AWS
155
Atria Wealth Solutions
New York
$979K -$71.5K -1,383 -7%
WFAG
156
Worth Financial Advisory Group
North Carolina
$969K -$20.3K -393 -2%
HNWAG
157
High Net Worth Advisory Group
Florida
$966K +$32.2K +624 +3%
AWA
158
Alta Wealth Advisors
Massachusetts
$923K -$1.36M -26,394 -60%
SWMG
159
Signature Wealth Management Group
Georgia
$910K +$910K +17,617 New
BFEC
160
Benjamin F. Edwards & Company
Missouri
$910K +$22.1K +427 +2%
MA
161
MONECO Advisors
Connecticut
$904K +$68.5K +1,326 +8%
LNC
162
Lincoln National Corp
Pennsylvania
$884K +$3.1K +60 +0.4%
NC
163
NewSquare Capital
Pennsylvania
$875K -$15.8K -305 -2%
EWM
164
EPG Wealth Management
Georgia
$871K -$58.1K -1,135 -6%
CCA
165
Cottonwood Capital Advisors
Utah
$870K -$11.3K -218 -1%
VCM
166
Virtue Capital Management
Tennessee
$831K +$167K +3,238 +25%
CFG
167
Cooper Financial Group
California
$821K – – –
AWM
168
AE Wealth Management
Kansas
$794K -$436K -8,525 -35%
CCM
169
Condor Capital Management
New Jersey
$791K +$791K +15,316 New
WSWA
170
Warren Street Wealth Advisors
California
$791K -$98.6K -1,909 -11%
SPC
171
Sigma Planning Corp
Michigan
$779K -$645K -12,477 -45%
SCM
172
Seascape Capital Management
New Hampshire
$777K +$168K +3,250 +28%
LS
173
Leelyn Smith
Illinois
$765K -$19.7K -381 -3%
GA
174
GSG Advisors
New Jersey
$759K +$228K +4,405 +43%
WCFA
175
Walkner Condon Financial Advisors
Wisconsin
$729K -$111K -2,157 -13%
5 6
7
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