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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IAA
1
Independent Advisor Alliance
North Carolina
$14.8M
2
FPAS
2
Focus Partners Advisor Solutions
Missouri
$7.66M
3
LFG
3
Larson Financial Group
Missouri
$14.1M
4
OMC
4
Old Mission Capital
Illinois
$3.21M
5
UBS Group
5
UBS Group
Switzerland
$87.8M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B
2
LPL Financial
2
LPL Financial
California
$107M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$11.4M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$627K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$752K +$7.04K +138 +0.9%
KPWS
177
Kestra Private Wealth Services
Texas
$737K -$29.9K -586 -4%
Citadel Advisors
178
Citadel Advisors
Florida
$725K -$44.8K -879 -6%
AWS
179
Atria Wealth Solutions
New York
$720K -$416K -8,146 -37%
EWM
180
EPG Wealth Management
Georgia
$709K -$151K -2,963 -18%
CCA
181
Cottonwood Capital Advisors
Utah
$701K -$27K -530 -4%
DWA
182
Delos Wealth Advisors
Texas
$665K – – –
OPOWM
183
One Plus One Wealth Management
Florida
$659K – – –
HI
184
Harbour Investments
Wisconsin
$644K -$203K -3,977 -24%
IA
185
Intellus Advisors
Florida
$643K +$643K +12,597 New
Renaissance Technologies
186
Renaissance Technologies
New York
$627K -$5.48M -107,364 -90%
NC
187
NewSquare Capital
Pennsylvania
$627K -$28.9K -566 -4%
USCWA
188
U.S. Capital Wealth Advisors
Texas
$622K -$11.1K -218 -2%
FFN
189
Focus Financial Network
Minnesota
$607K -$7.09K -139 -1%
FFA
190
Fi3 Financial Advisors
Indiana
$581K – – –
IWM
191
IHT Wealth Management
Illinois
$578K -$89.8K -1,761 -13%
SWM
192
SeaCrest Wealth Management
New York
$569K -$50.5K -990 -8%
SFS
193
Security Financial Services
Indiana
$557K +$81K +1,588 +17%
KeyBank National Association
194
KeyBank National Association
Ohio
$554K +$554K +10,868 New
US Bancorp
195
US Bancorp
Minnesota
$554K +$172K +3,376 +45%
PJWM
196
Philip James Wealth Mangement
Georgia
$554K +$554K +10,861 New
OAM
197
Occidental Asset Management
California
$538K – – –
PCIA
198
Prime Capital Investment Advisors
Kansas
$530K -$9.44K -185 -2%
PP
199
PFS Partners
New Jersey
$523K +$2.24K +44 +0.4%
WCFA
200
Walkner Condon Financial Advisors
Wisconsin
$513K +$17.5K +343 +4%
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8
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