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First Trust Managed Municipal ETF

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
176
Cottonwood Capital Advisors
Utah
$742K -$68.1K -1,310 -8%
SWMG
177
Signature Wealth Management Group
Georgia
$729K -$55.3K -1,064 -7%
WSWA
178
Warren Street Wealth Advisors
California
$696K -$208 -4 -0%
IWM
179
IHT Wealth Management
Illinois
$681K +$80.4K +1,547 +13%
WMR
180
Wealth Management Resources
Rhode Island
$679K -$90.7K -1,745 -12%
DWA
181
Delos Wealth Advisors
Texas
$677K
OPOWM
182
One Plus One Wealth Management
Florida
$672K +$126K +2,427 +23%
NC
183
NewSquare Capital
Pennsylvania
$668K -$60.2K -1,158 -8%
IF
184
Intrua Financial
Texas
$654K +$65.2K +1,255 +11%
OWA
185
ORBA Wealth Advisors
Illinois
$650K +$650K +12,500 New
USCWA
186
U.S. Capital Wealth Advisors
Texas
$645K +$252K +4,844 +64%
SWM
187
SeaCrest Wealth Management
New York
$631K
FFN
188
Focus Financial Network
Minnesota
$625K -$70.5K -1,357 -10%
MI
189
Moneywise Inc
Virginia
$612K -$905K -17,424 -60%
FFA
190
Fi3 Financial Advisors
Indiana
$592K +$592K +11,397 New
PPWM
191
Paragon Private Wealth Management
Kentucky
$583K -$153K -2,936 -21%
FFA
192
Fragasso Financial Advisors
Pennsylvania
$583K +$121K +2,323 +26%
GVAG
193
Great Valley Advisor Group
Delaware
$557K -$33.8K -651 -6%
PCIA
194
Prime Capital Investment Advisors
Kansas
$549K -$52K -1,001 -9%
OAM
195
Occidental Asset Management
California
$548K +$5.2K +100 +1%
TC
196
TownSquare Capital
Utah
$545K +$545K +10,491 New
PP
197
PFS Partners
New Jersey
$530K +$11.1K +214 +2%
SI
198
Saxon Interests
Texas
$530K -$5.87K -113 -1%
GIA
199
Gladstone Institutional Advisory
Florida
$524K +$53.6K +1,032 +11%
MP
200
McDonald Partners
Ohio
$520K