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First Trust Managed Municipal ETF

306 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

142% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 19

9% more funds holding

Funds holding: 281306 (+25)

2.15% more ownership

Funds ownership: 75.34%77.49% (+2.2%)

5% more capital invested

Capital invested by funds: $1.43B → $1.5B (+$69.4M)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

Holders
306
Holders Change
+25
Holders Change %
+8.9%
% of All Funds
3.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
46
Increased
107
Reduced
117
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
151
Hobart Private Capital
North Carolina
$876K
EC
152
Elequin Capital
New York
$871K +$870K +17,027 New
SEP
153
Southland Equity Partners
Missouri
$842K -$188K -3,678 -18%
GVAG
154
Great Valley Advisor Group
Delaware
$828K +$39.8K +778 +5%
GC
155
Gilbert & Cook
Iowa
$820K +$820K +16,036 New
EWS
156
Evergreen Wealth Solutions
Pennsylvania
$819K +$819K +16,025 New
WWA
157
WCG Wealth Advisors
Nevada
$806K +$242K +4,741 +43%
IWC
158
Integrated Wealth Concepts
Massachusetts
$791K -$172K -3,366 -18%
WSWA
159
Warren Street Wealth Advisors
California
$784K
PTC
160
Private Trust Company
Ohio
$776K +$57K +1,116 +8%
WFAG
161
Worth Financial Advisory Group
North Carolina
$761K +$760K +14,878 New
SI
162
Saxon Interests
Texas
$757K -$8.08K -158 -1%
OAM
163
Occidental Asset Management
California
$744K +$66.5K +1,300 +10%
UBS AM
164
UBS AM
Illinois
$741K +$741K +14,498 New
QWM
165
QP Wealth Management
New Jersey
$728K +$728K +14,235 New
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$717K +$717K +14,027 New
First Trust Advisors
167
First Trust Advisors
Illinois
$713K +$43K +841 +6%
TPW
168
TL Private Wealth
Texas
$712K +$5.37K +105 +0.8%
MLRA
169
Main Line Retirement Advisors
Montana
$710K -$1.94M -37,987 -73%
OC
170
Opinicus Capital
Florida
$688K -$283K -5,542 -29%
Koshinski Asset Management
171
Koshinski Asset Management
Illinois
$687K -$49.8K -975 -7%
SFS
172
Security Financial Services
Indiana
$685K -$11.7K -228 -2%
PAS
173
PKS Advisory Services
New York
$679K -$31.2K -611 -4%
IWM
174
IHT Wealth Management
Illinois
$677K +$25.1K +492 +4%
HHCP
175
Hilton Head Capital Partners
South Carolina
$675K +$675K +13,203 New