FMB icon

First Trust Managed Municipal ETF

298 hedge funds and large institutions have $1.49B invested in First Trust Managed Municipal ETF in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $1.43B → $1.49B (+$60.2M)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

Holders
298
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EC
151
Elequin Capital
New York
$871K
SEP
152
Southland Equity Partners
Missouri
$842K
GVAG
153
Great Valley Advisor Group
Delaware
$828K
GC
154
Gilbert & Cook
Iowa
$820K
EWS
155
Evergreen Wealth Solutions
Pennsylvania
$819K
WWA
156
WCG Wealth Advisors
Nevada
$806K
IWC
157
Integrated Wealth Concepts
Massachusetts
$791K
WSWA
158
Warren Street Wealth Advisors
California
$784K
PTC
159
Private Trust Company
Ohio
$776K
WFAG
160
Worth Financial Advisory Group
North Carolina
$761K
SI
161
Saxon Interests
Texas
$757K
OAM
162
Occidental Asset Management
California
$744K
UBS AM
163
UBS AM
Illinois
$741K
QWM
164
QP Wealth Management
New Jersey
$728K
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
$717K
First Trust Advisors
166
First Trust Advisors
Illinois
$713K
TPW
167
TL Private Wealth
Texas
$712K
MLRA
168
Main Line Retirement Advisors
Montana
$710K
OC
169
Opinicus Capital
Florida
$688K
Koshinski Asset Management
170
Koshinski Asset Management
Illinois
$687K
SFS
171
Security Financial Services
Indiana
$685K
PAS
172
PKS Advisory Services
New York
$679K
IWM
173
IHT Wealth Management
Illinois
$677K
HHCP
174
Hilton Head Capital Partners
South Carolina
$675K
CCA
175
Cottonwood Capital Advisors
Utah
$671K