FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SOS
176
Silver Oak Securities
Tennessee
$716K +$504K +9,759 +238%
TFP
177
Traction Financial Partners
Wyoming
$677K +$677K +13,104 New
SWM
178
SeaCrest Wealth Management
New York
$650K +$23.4K +453 +4%
IWP
179
Invenio Wealth Partners
Florida
$641K +$424K +8,210 +196%
CAG
180
Csenge Advisory Group
Florida
$628K +$57.5K +1,113 +10%
PCIA
181
Prime Capital Investment Advisors
Kansas
$618K – – –
RWM
182
Revisor Wealth Management
Ohio
$608K +$608K +11,773 New
GLA
183
Good Life Advisors
Pennsylvania
$608K +$85.8K +1,660 +16%
WAG
184
Wheelhouse Advisory Group
Missouri
$583K +$583K +11,283 New
TWP
185
Tempus Wealth Planning
California
$579K -$13.9K -269 -2%
PA
186
Pineridge Advisors
Missouri
$534K +$534K +10,341 New
IWM
187
IHT Wealth Management
Illinois
$524K -$132K -2,562 -20%
AAS
188
Ameritas Advisory Services
Nebraska
$517K -$1.56M -30,279 -75%
MP
189
McDonald Partners
Ohio
$517K – – –
LCM
190
Lunt Capital Management
Utah
$514K – – –
ATPW
191
Ashton Thomas Private Wealth
Arizona
$511K +$77.9K +1,507 +18%
GVAG
192
Great Valley Advisor Group
Delaware
$510K -$20.1K -389 -4%
GIA
193
Gladstone Institutional Advisory
Florida
$508K -$47.9K -927 -9%
SI
194
Saxon Interests
Texas
$504K +$504K +9,749 New
PG
195
Patten Group
Tennessee
$499K +$499K +9,651 New
HPC
196
Hobart Private Capital
North Carolina
$494K +$494K +9,565 New
OPOWM
197
One Plus One Wealth Management
Florida
$493K +$7.39K +143 +2%
VA
198
Valmark Advisers
Ohio
$482K -$30.9K -599 -6%
IF
199
Intrua Financial
Texas
$482K -$58.7K -1,137 -11%
ARG
200
Advisory Resource Group
Oklahoma
$480K +$152K +2,951 +47%
6 7
8
9 10