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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
176
SeaCrest Wealth Management
New York
$620K – – –
CAG
177
Csenge Advisory Group
Florida
$595K +$30K +587 +5%
PCIA
178
Prime Capital Investment Advisors
Kansas
$591K -$19.9K -390 -3%
IWM
179
IHT Wealth Management
Illinois
$590K -$5.26K -103 -0.9%
GVAG
180
Great Valley Advisor Group
Delaware
$580K +$12.9K +252 +2%
IF
181
Intrua Financial
Texas
$578K +$241K +4,729 +72%
PG
182
Patten Group
Tennessee
$542K – – –
OPOWM
183
One Plus One Wealth Management
Florida
$536K +$48.4K +947 +10%
OAM
184
Occidental Asset Management
California
$533K -$28.5K -559 -5%
SI
185
Saxon Interests
Texas
$527K -$1.38K -27 -0.3%
ATPW
186
Ashton Thomas Private Wealth
Arizona
$524K +$19.1K +374 +4%
EC
187
Elequin Capital
New York
$520K +$520K +10,175 New
FTUS
188
Flow Traders U.S.
New York
$517K +$517K +10,124 New
MP
189
McDonald Partners
Ohio
$511K – – –
PP
190
PFS Partners
New Jersey
$510K -$4.19K -82 -0.8%
LCM
191
Lunt Capital Management
Utah
$508K – – –
GLA
192
Good Life Advisors
Pennsylvania
$499K -$21.3K -418 -4%
LI
193
LVZ Inc
Michigan
$493K +$46K +900 +10%
TWP
194
Tempus Wealth Planning
California
$475K -$66.5K -1,303 -12%
AIP
195
Ameritas Investment Partners
Nebraska
$470K +$15.5K +304 +3%
KWM
196
Kaydan Wealth Management
Michigan
$464K -$5.36K -105 -1%
WAG
197
Wheelhouse Advisory Group
Missouri
$462K -$48.7K -953 -10%
GIA
198
Gladstone Institutional Advisory
Florida
$462K +$47K +920 +11%
SFS
199
Security Financial Services
Indiana
$462K +$970 +19 +0.2%
ARG
200
Advisory Resource Group
Oklahoma
$455K -$1.02K -20 -0.2%
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