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First Trust Managed Municipal ETF

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WCFA
176
Walkner Condon Financial Advisors
Wisconsin
$746K +$21.9K +427 +3%
DWA
177
Delos Wealth Advisors
Texas
$745K +$745K +14,505 New
WSWA
178
Warren Street Wealth Advisors
California
$700K -$86.1K -1,676 -11%
FSG
179
Financial Strategies Group
Michigan
$679K +$292K +5,714 +75%
SWM
180
SeaCrest Wealth Management
New York
$623K -$24.2K -472 -4%
PCIA
181
Prime Capital Investment Advisors
Kansas
$615K +$103 +2 +0%
HPC
182
Hobart Private Capital
North Carolina
$604K +$113K +2,196 +23%
IWM
183
IHT Wealth Management
Illinois
$599K +$77.8K +1,515 +15%
GVAG
184
Great Valley Advisor Group
Delaware
$571K +$63.9K +1,244 +13%
Creative Planning
185
Creative Planning
Kansas
$570K -$760K -14,790 -57%
CAG
186
Csenge Advisory Group
Florida
$568K -$55.5K -1,080 -9%
OAM
187
Occidental Asset Management
California
$565K +$127K +2,470 +29%
BAM
188
Belpointe Asset Management
Nevada
$555K +$167K +3,260 +43%
PG
189
Patten Group
Tennessee
$545K +$49.8K +970 +10%
TWP
190
Tempus Wealth Planning
California
$545K -$30.5K -593 -5%
SI
191
Saxon Interests
Texas
$532K +$30.8K +600 +6%
GLA
192
Good Life Advisors
Pennsylvania
$524K -$80.3K -1,563 -13%
PP
193
PFS Partners
New Jersey
$518K +$505K +9,828 +3,947%
WAG
194
Wheelhouse Advisory Group
Missouri
$514K -$65.8K -1,282 -11%
MP
195
McDonald Partners
Ohio
$514K
LCM
196
Lunt Capital Management
Utah
$511K
ATPW
197
Ashton Thomas Private Wealth
Arizona
$508K
OPOWM
198
One Plus One Wealth Management
Florida
$491K
KWM
199
Kaydan Wealth Management
Michigan
$472K -$3.08K -60 -0.6%
FIA
200
Foundations Investment Advisors
Arizona
$472K