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First Trust Managed Municipal ETF

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWMG
176
Signature Wealth Management Group
Georgia
$556K +$61.2K +1,201 +12%
PTC
177
Private Trust Company
Ohio
$550K +$82K +1,609 +17%
RPCA
178
Running Point Capital Advisors
California
$545K
US Bancorp
179
US Bancorp
Minnesota
$544K +$126K +2,483 +30%
AWM
180
Apollon Wealth Management
South Carolina
$534K -$141K -2,770 -21%
RIA
181
Regal Investment Advisors
Michigan
$534K -$17.7K -347 -3%
AF
182
Allworth Financial
California
$525K -$7.39K -145 -1%
MP
183
McDonald Partners
Ohio
$509K
USCWA
184
U.S. Capital Wealth Advisors
Texas
$507K -$9.53K -187 -2%
FHA
185
Flagship Harbor Advisors
Massachusetts
$502K -$5.6K -110 -1%
KA
186
Kovack Advisors
Florida
$465K +$204 +4 +0%
CWM
187
Collaborative Wealth Management
Florida
$439K -$1.48K -29 -0.3%
PWM
188
Purus Wealth Management
California
$439K +$37.1K +728 +9%
IF
189
Intrua Financial
Texas
$433K +$18.4K +362 +4%
FHC
190
First Heartland Consultants
Missouri
$430K -$5.09K -100 -1%
SAG
191
Spotlight Asset Group
Illinois
$427K +$427K +8,800 New
CCM
192
Chiron Capital Management
Florida
$427K -$11.3K -222 -3%
ATPW
193
Ashton Thomas Private Wealth
Arizona
$427K +$46.8K +918 +12%
NWMG
194
National Wealth Management Group
Ohio
$414K -$35.6K -699 -8%
TB
195
Treynor Bancshares
Iowa
$410K -$479K -9,400 -54%
CWM
196
Cornerstone Wealth Management
Missouri
$395K +$395K +7,761 New
NP
197
Nilsine Partners
Colorado
$392K +$392K +7,701 New
IWP
198
Icon Wealth Partners
Texas
$391K +$391K +7,685 New
OAM
199
Occidental Asset Management
California
$391K +$108K +2,118 +38%
BAM
200
Belpointe Asset Management
Nevada
$388K