FMB icon

First Trust Managed Municipal ETF

279 hedge funds and large institutions have $1.43B invested in First Trust Managed Municipal ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
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
FF
151
Friday Financial
Iowa
$754K
SI
152
Saxon Interests
Texas
$745K
LFG
153
Larson Financial Group
Missouri
$735K
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$731K
P
155
&Partners
Tennessee
$716K
PTC
156
Private Trust Company
Ohio
$713K
PAS
157
PKS Advisory Services
New York
$704K
TPW
158
TL Private Wealth
Texas
$702K
NC
159
NewSquare Capital
Pennsylvania
$693K
SFS
160
Security Financial Services
Indiana
$691K
OAM
161
Occidental Asset Management
California
$671K
CCA
162
Cottonwood Capital Advisors
Utah
$666K
First Trust Advisors
163
First Trust Advisors
Illinois
$664K
DWA
164
Delos Wealth Advisors
Texas
$661K
GWM
165
Geneos Wealth Management
Colorado
$651K
IWM
166
IHT Wealth Management
Illinois
$646K
VA
167
VestGen Advisors
Illinois
$646K
IA
168
Intellus Advisors
Florida
$639K
SWMG
169
Signature Wealth Management Group
Georgia
$638K
MMHP
170
Murphy Middleton Hinkle & Parker
Georgia
$619K
FPCG
171
Forum Private Client Group
Indiana
$614K
MCM
172
MAI Capital Management
Ohio
$612K
PG
173
Patten Group
Tennessee
$594K
RWM
174
Revisor Wealth Management
Ohio
$591K
HNWAG
175
High Net Worth Advisory Group
Florida
$590K