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First Trust Managed Municipal ETF

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
176
Seascape Capital Management
New Hampshire
$577K
Mariner
177
Mariner
Kansas
$572K -$30.6K -626 -5%
TWP
178
Tempus Wealth Planning
California
$561K -$3.47K -71 -0.6%
OAM
179
Occidental Asset Management
California
$556K -$18.5K -378 -3%
BW
180
Bison Wealth
Georgia
$543K +$1.42K +29 +0.3%
CAG
181
Csenge Advisory Group
Florida
$539K -$2.93K -60 -0.5%
AFG
182
ABLE Financial Group
Arizona
$530K +$217K +4,435 +69%
GIA
183
Gladstone Institutional Advisory
Florida
$526K -$164K -3,354 -24%
RPCA
184
Running Point Capital Advisors
California
$523K
MAP
185
Milestone Advisory Partners
North Carolina
$520K
IF
186
Intrua Financial
Texas
$511K +$58.9K +1,205 +13%
IGWM
187
ICA Group Wealth Management
Colorado
$505K -$23.9K -490 -5%
GA
188
GSG Advisors
New Jersey
$502K +$502K +10,277 New
GVAG
189
Great Valley Advisor Group
Delaware
$501K +$41.6K +852 +9%
RIA
190
Regal Investment Advisors
Michigan
$499K -$4.84K -99 -1%
GLA
191
Good Life Advisors
Pennsylvania
$494K +$88.4K +1,809 +22%
MP
192
McDonald Partners
Ohio
$489K
LCM
193
Lunt Capital Management
Utah
$486K
VA
194
Valmark Advisers
Ohio
$485K -$99.7K -2,040 -17%
C
195
CEDRUS
Colorado
$470K -$176K -3,599 -27%
Ameriprise
196
Ameriprise
Minnesota
$466K +$224K +4,576 +92%
OPOWM
197
One Plus One Wealth Management
Florida
$460K -$4.79K -98 -1%
AWM
198
Apollon Wealth Management
South Carolina
$459K -$10.8K -220 -2%
P
199
&Partners
Tennessee
$452K -$172K -3,523 -28%
Citadel Advisors
200
Citadel Advisors
Florida
$449K +$144K +2,951 +47%