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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
Larson Financial Group
Missouri
$14.1M
4
OMC
Old Mission Capital
Illinois
$3.21M
5
UBS Group
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
LPL Financial
California
$107M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
Renaissance Technologies
New York
$627K
5
Osaic Holdings
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
151
Intrua Financial
Texas
$1.05M +$405K +7,947 +63%
PTC
152
Private Trust Company
Ohio
$1.03M +$10.2K +200 +1%
SEP
153
Southland Equity Partners
Missouri
$1.03M -$1.5M -29,468 -59%
PG
154
Patten Group
Tennessee
$988K +$188K +3,682 +23%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$985K +$985K +19,319 New
SCM
156
Seascape Capital Management
New Hampshire
$969K -$81.6K -1,600 -8%
HPC
157
Hobart Private Capital
North Carolina
$956K +$21.8K +427 +2%
GVAG
158
Great Valley Advisor Group
Delaware
$949K +$403K +7,897 +74%
PMFA
159
Plante Moran Financial Advisors
Michigan
$918K +$661K +12,955 +257%
TNBTD
160
Trustmark National Bank Trust Department
Mississippi
$915K -$95.6K -1,874 -9%
WFAG
161
Worth Financial Advisory Group
North Carolina
$914K -$13.1K -257 -1%
FSG
162
Financial Strategies Group
Michigan
$893K +$2.49K +49 +0.3%
FF
163
Friday Financial
Iowa
$847K +$847K +16,614 New
MCM
164
MAI Capital Management
Ohio
$843K +$843K +16,533 New
SWMG
165
Signature Wealth Management Group
Georgia
$841K +$126K +2,466 +18%
CFG
166
Cooper Financial Group
California
$840K +$6.78K +133 +0.8%
WSWA
167
Warren Street Wealth Advisors
California
$837K +$154K +3,010 +22%
MMHP
168
Murphy Middleton Hinkle & Parker
Georgia
$837K – – –
TPW
169
TL Private Wealth
Texas
$834K +$7.36K +145 +0.9%
IPW
170
Impact Partnership Wealth
Georgia
$817K +$36.5K +716 +5%
TC
171
TownSquare Capital
Utah
$816K +$280K +5,497 +52%
BRWA
172
B. Riley Wealth Advisors
Florida
$776K +$510 +10 +0.1%
CIA
173
Concurrent Investment Advisors
Florida
$775K +$428K +8,384 +123%
CAG
174
Csenge Advisory Group
Florida
$769K -$79.8K -1,564 -9%
P
175
&Partners
Tennessee
$756K -$196K -3,830 -21%
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