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First Trust Managed Municipal ETF

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MA
151
MONECO Advisors
Connecticut
$1.06M +$157K +3,061 +17%
TNBTD
152
Trustmark National Bank Trust Department
Mississippi
$1.05M +$103 +2 +0%
LFAS
153
Level Four Advisory Services
Texas
$1.04M
GA
154
GSG Advisors
New Jersey
$1.04M +$286K +5,604 +38%
P
155
&Partners
Tennessee
$1.02M -$101K -1,973 -9%
BFG
156
Beacon Financial Group
Texas
$994K
Koshinski Asset Management
157
Koshinski Asset Management
Illinois
$982K +$982K +19,127 New
BCI
158
Brinker Capital Investments
Pennsylvania
$954K -$876K -17,061 -48%
OPS
159
Orion Portfolio Solutions
Nebraska
$954K -$876K -17,061 -48%
HNWAG
160
High Net Worth Advisory Group
Florida
$951K -$9.76K -190 -1%
MMHP
161
Murphy Middleton Hinkle & Parker
Georgia
$945K -$28.2K -550 -3%
WFAG
162
Worth Financial Advisory Group
North Carolina
$940K -$23.6K -460 -2%
BRWA
163
B. Riley Wealth Advisors
Florida
$934K +$2.84K +58 +0.3%
BFEC
164
Benjamin F. Edwards & Company
Missouri
$931K +$26K +507 +3%
NW
165
Naviter Wealth
Arkansas
$881K +$881K +17,158 New
NC
166
NewSquare Capital
Pennsylvania
$849K -$20.5K -400 -2%
AWA
167
Alta Wealth Advisors
Massachusetts
$849K -$69.2K -1,348 -8%
CFG
168
Cooper Financial Group
California
$825K +$8.58K +167 +1%
VCM
169
Virtue Capital Management
Tennessee
$822K +$306 +6 +0%
CCA
170
Cottonwood Capital Advisors
Utah
$821K -$35.9K -705 -4%
TPW
171
TL Private Wealth
Texas
$820K -$198K -3,874 -19%
TFP
172
Traction Financial Partners
Wyoming
$807K +$136K +2,656 +20%
EWM
173
EPG Wealth Management
Georgia
$801K -$72.9K -1,420 -8%
SWMG
174
Signature Wealth Management Group
Georgia
$783K -$115K -2,257 -13%
LNC
175
Lincoln National Corp
Pennsylvania
$763K -$115K -2,241 -13%