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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
151
Benjamin F. Edwards & Company
Missouri
$966K +$40.5K +793 +4%
NW
152
Naviter Wealth
Arkansas
$961K +$85.1K +1,667 +10%
HNWAG
153
High Net Worth Advisory Group
Florida
$946K +$460 +9 +0%
WFAG
154
Worth Financial Advisory Group
North Carolina
$940K +$5.97K +117 +0.6%
MMHP
155
Murphy Middleton Hinkle & Parker
Georgia
$940K – – –
HPC
156
Hobart Private Capital
North Carolina
$930K +$329K +6,451 +55%
MA
157
MONECO Advisors
Connecticut
$900K -$150K -2,939 -14%
PTC
158
Private Trust Company
Ohio
$894K -$170K -3,323 -16%
EWM
159
EPG Wealth Management
Georgia
$861K -$801K -15,590 Closed
BRWA
160
B. Riley Wealth Advisors
Florida
$852K -$124K -2,424 -13%
AWA
161
Alta Wealth Advisors
Massachusetts
$844K +$613 +12 +0.1%
TPW
162
TL Private Wealth
Texas
$833K +$6.03K +117 +0.7%
VCM
163
Virtue Capital Management
Tennessee
$827K +$257 +5 +0%
CFG
164
Cooper Financial Group
California
$827K +$6.59K +129 +0.8%
CCA
165
Cottonwood Capital Advisors
Utah
$800K -$27.5K -537 -3%
SWMG
166
Signature Wealth Management Group
Georgia
$771K -$13.6K -267 -2%
WMR
167
Wealth Management Resources
Rhode Island
$756K -$1.5M -29,292 -66%
FSG
168
Financial Strategies Group
Michigan
$728K +$46.1K +898 +7%
EIA
169
Eldridge Investment Advisors
New Hampshire
$724K -$345K -6,760 -32%
PPWM
170
Paragon Private Wealth Management
Kentucky
$723K -$360K -7,046 -33%
NC
171
NewSquare Capital
Pennsylvania
$716K -$129K -2,520 -15%
BAM
172
Belpointe Asset Management
Nevada
$706K +$155K +3,037 +28%
FFN
173
Focus Financial Network
Minnesota
$690K +$479K +9,302 +227%
WSWA
174
Warren Street Wealth Advisors
California
$685K -$11.6K -228 -2%
DWA
175
Delos Wealth Advisors
Texas
$665K -$75.3K -1,475 -10%
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