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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$163M
2
Wells Fargo
2
Wells Fargo
California
$127M
3
LPL Financial
3
LPL Financial
California
$130M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$13.1M
5
MMA
5
Miracle Mile Advisors
California
$31.2M

Top Sellers

1
SFA
1
Sequoia Financial Advisors
Ohio
$18.4M
2
CWM
2
Congress Wealth Management
Massachusetts
$24.8M
3
APP
3
Avantax Planning Partners
Iowa
$37.5M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$13.5M
5
DC
5
DeDora Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
151
Crumly & Associates
Illinois
$1.07M -$26.4K -508 -2%
SCM
152
Seascape Capital Management
New Hampshire
$1.07M – – –
PTC
153
Private Trust Company
Ohio
$1.04M +$130K +2,496 +14%
TNBTD
154
Trustmark National Bank Trust Department
Mississippi
$1.03M -$5.72K -110 -0.6%
Jones Financial Companies
155
Jones Financial Companies
Missouri
$1.01M +$698K +13,418 +221%
P
156
&Partners
Tennessee
$968K -$172K -3,312 -15%
HNWAG
157
High Net Worth Advisory Group
Florida
$963K +$831 +16 +0.1%
HPC
158
Hobart Private Capital
North Carolina
$952K +$5.25K +101 +0.6%
WFAG
159
Worth Financial Advisory Group
North Carolina
$945K -$12.1K -232 -1%
FSG
160
Financial Strategies Group
Michigan
$905K +$173K +3,361 +24%
EWM
161
EPG Wealth Management
Georgia
$876K +$876K +16,868 New
HI
162
Harbour Investments
Wisconsin
$863K -$317K -6,098 -27%
CAG
163
Csenge Advisory Group
Florida
$861K +$258K +4,988 +43%
MMHP
164
Murphy Middleton Hinkle & Parker
Georgia
$852K -$104K -2,000 -11%
CFG
165
Cooper Financial Group
California
$848K +$6.76K +130 +0.8%
TPW
166
TL Private Wealth
Texas
$842K +$6.16K +119 +0.7%
AWA
167
Alta Wealth Advisors
Massachusetts
$840K -$19.2K -370 -2%
PG
168
Patten Group
Tennessee
$815K +$263K +5,062 +48%
C
169
CEDRUS
Colorado
$812K +$384K +7,382 +89%
IPW
170
Impact Partnership Wealth
Georgia
$795K +$795K +15,302 New
BRWA
171
B. Riley Wealth Advisors
Florida
$789K -$77.2K -1,486 -9%
Citadel Advisors
172
Citadel Advisors
Florida
$784K +$784K +15,097 New
KPWS
173
Kestra Private Wealth Services
Texas
$781K -$493K -9,492 -39%
MA
174
MONECO Advisors
Connecticut
$764K -$152K -2,916 -17%
IA
175
IFP Advisors
Florida
$759K -$326K -6,265 -30%
5 6
7
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