FMB icon

First Trust Managed Municipal ETF

276 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
276
Holders Change
-8
Holders Change %
-2.82%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.19%
New
32
Increased
100
Reduced
121
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RPCA
176
Running Point Capital Advisors
California
$536K +$536K +10,692 New
AF
177
Allworth Financial
California
$524K +$342K +6,824 +188%
VCM
178
Virtue Capital Management
Tennessee
$519K -$21.8K -435 -4%
LNC
179
Lincoln National Corp
Pennsylvania
$511K +$67.1K +1,339 +15%
USCWA
180
U.S. Capital Wealth Advisors
Texas
$508K -$7.52K -150 -1%
MP
181
McDonald Partners
Ohio
$501K
FHA
182
Flagship Harbor Advisors
Massachusetts
$499K -$204K -4,070 -29%
SOS
183
Silver Oak Securities
Tennessee
$499K +$293K +5,852 +142%
SWMG
184
Signature Wealth Management Group
Georgia
$487K -$20.8K -416 -4%
BWM
185
BerganKDV Wealth Management
Minnesota
$480K -$330K -6,581 -41%
TWP
186
Tempus Wealth Planning
California
$478K +$102K +2,043 +27%
PTC
187
Private Trust Company
Ohio
$461K -$204K -4,075 -31%
KA
188
Kovack Advisors
Florida
$458K +$156K +3,105 +52%
HW
189
Hedeker Wealth
Illinois
$450K -$774K -15,452 -63%
NWMG
190
National Wealth Management Group
Ohio
$443K -$19K -380 -4%
CWM
191
Collaborative Wealth Management
Florida
$434K -$21.6K -431 -5%
EFG
192
Erickson Financial Group
Pennsylvania
$431K -$670K -13,370 -61%
CCM
193
Chiron Capital Management
Florida
$431K -$779K -15,552 -64%
FHC
194
First Heartland Consultants
Missouri
$428K -$23.8K -475 -5%
CWM
195
Comprehensive Wealth Management
Washington
$422K +$12.3K +245 +3%
IF
196
Intrua Financial
Texas
$420K +$144K +2,804 +52%
US Bancorp
197
US Bancorp
Minnesota
$411K +$24.3K +485 +6%
AC
198
AWM Capital
Arizona
$401K +$401K +8,000 New
PWM
199
Purus Wealth Management
California
$395K -$200 -4 -0.1%
SB
200
Strategic Blueprint
Georgia
$388K +$902 +18 +0.2%