FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

299 hedge funds and large institutions have $1.55B invested in First Trust Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
113
Reduced
128
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$19.5M
2
Wells Fargo
Wells Fargo
California
$135M
3
Osaic Holdings
Osaic Holdings
Arizona
$25M
4
Jane Street
Jane Street
New York
$9.56M
5
NA
NewEdge Advisors
Louisiana
$23M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
Morgan Stanley
Morgan Stanley
New York
$150M
3
RA
RFG Advisory
Alabama
$1.05M
4
OMC
Old Mission Capital
Illinois
$0
5
SFA
Sequoia Financial Advisors
Ohio
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
151
PCG Wealth Advisors
Kansas
$971K -$318K -6,304 -25%
GVAG
152
Great Valley Advisor Group
Delaware
$960K +$21.8K +433 +2%
FSG
153
Financial Strategies Group
Michigan
$951K +$78.9K +1,593 +9%
CIA
154
Concurrent Investment Advisors
Florida
$941K +$175K +3,462 +23%
MC
155
McCarthy & Cox
Ohio
$937K +$937K +18,587 New
WFAG
156
Worth Financial Advisory Group
North Carolina
$900K -$3.83K -76 -0.4%
PMFA
157
Plante Moran Financial Advisors
Michigan
$884K -$23.9K -474 -3%
IF
158
Intrua Financial
Texas
$882K -$153K -3,035 -15%
AWA
159
Arkadios Wealth Advisors
Georgia
$877K +$877K +17,394 New
PTC
160
Private Trust Company
Ohio
$873K -$146K -2,892 -14%
DL
161
DOHJ LLC
Washington
$867K +$867K +17,190 New
GWM
162
Geneos Wealth Management
Colorado
$863K +$597K +11,844 +225%
BEI
163
Benjamin Edwards Inc
Missouri
$844K -$439K -8,700 -34%
TNBTD
164
Trustmark National Bank Trust Department
Mississippi
$842K -$62.1K -1,232 -7%
FF
165
Friday Financial
Iowa
$839K – – –
MMHP
166
Murphy Middleton Hinkle & Parker
Georgia
$827K – – –
PAS
167
PKS Advisory Services
New York
$816K -$136K -2,699 -14%
WSWA
168
Warren Street Wealth Advisors
California
$812K -$15.2K -302 -2%
EWM
169
EPG Wealth Management
Georgia
$801K +$99.7K +1,978 +14%
IA
170
IFP Advisors
Florida
$792K +$48.7K +966 +7%
TC
171
TownSquare Capital
Utah
$789K -$17.5K -348 -2%
IPW
172
Impact Partnership Wealth
Georgia
$772K -$35.5K -705 -4%
OWA
173
ORBA Wealth Advisors
Illinois
$756K +$756K +15,000 New
P
174
&Partners
Tennessee
$756K +$10.3K +205 +1%
SWMG
175
Signature Wealth Management Group
Georgia
$753K -$78.4K -1,554 -9%
5 6
7
8 9