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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$88.2M
2
VWA
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
LPL Financial
California
$103M
4
UBS Group
UBS Group
Switzerland
$110M
5
KIG
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
176
Prime Capital Investment Advisors
Kansas
$606K +$606K +11,963 New
SCM
177
Seascape Capital Management
New Hampshire
$598K -$2.54K -50 -0.4%
OAM
178
Occidental Asset Management
California
$596K +$207K +4,085 +53%
LNC
179
Lincoln National Corp
Pennsylvania
$595K -$47.9K -945 -7%
Creative Planning
180
Creative Planning
Kansas
$592K -$106K -2,100 -15%
TWP
181
Tempus Wealth Planning
California
$585K +$27.4K +541 +5%
CAG
182
Csenge Advisory Group
Florida
$562K +$4.21K +83 +0.8%
BW
183
Bison Wealth
Georgia
$562K +$562K +11,082 New
IGWM
184
ICA Group Wealth Management
Colorado
$549K -$80K -1,579 -13%
RPCA
185
Running Point Capital Advisors
California
$542K – – –
MAP
186
Milestone Advisory Partners
North Carolina
$539K -$99.7K -1,967 -16%
RIA
187
Regal Investment Advisors
Michigan
$522K -$8.62K -170 -2%
MP
188
McDonald Partners
Ohio
$507K – – –
LCM
189
Lunt Capital Management
Utah
$504K +$504K +9,947 New
CWM
190
Collaborative Wealth Management
Florida
$497K +$60.2K +1,188 +14%
AWM
191
Apollon Wealth Management
South Carolina
$487K -$44K -868 -8%
OPOWM
192
One Plus One Wealth Management
Florida
$482K +$234K +4,621 +95%
GVAG
193
Great Valley Advisor Group
Delaware
$477K -$502K -9,900 -51%
IF
194
Intrua Financial
Texas
$469K +$37.7K +744 +9%
KA
195
Kovack Advisors
Florida
$453K -$9.93K -196 -2%
IWP
196
Icon Wealth Partners
Texas
$439K +$49.4K +975 +13%
GWSG
197
GPS Wealth Strategies Group
Colorado
$438K +$321K +6,335 +274%
PWM
198
Purus Wealth Management
California
$435K -$1.77K -35 -0.4%
FSG
199
Financial Strategies Group
Michigan
$427K +$75.2K +1,483 +21%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$425K – – –
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