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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

299 hedge funds and large institutions have $1.55B invested in First Trust Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
113
Reduced
128
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$19.5M
2
Wells Fargo
Wells Fargo
California
$135M
3
Osaic Holdings
Osaic Holdings
Arizona
$25M
4
Jane Street
Jane Street
New York
$9.56M
5
NA
NewEdge Advisors
Louisiana
$23M

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$0
2
Morgan Stanley
Morgan Stanley
New York
$150M
3
RA
RFG Advisory
Alabama
$1.05M
4
OMC
Old Mission Capital
Illinois
$0
5
SFA
Sequoia Financial Advisors
Ohio
$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPOWM
176
One Plus One Wealth Management
Florida
$713K +$61.7K +1,224 +9%
BCI
177
Brinker Capital Investments
Pennsylvania
$710K -$363K -7,204 -34%
OPS
178
Orion Portfolio Solutions
Nebraska
$710K -$363K -7,204 -34%
MCM
179
MAI Capital Management
Ohio
$703K -$131K -2,600 -16%
CCA
180
Cottonwood Capital Advisors
Utah
$677K -$16.5K -327 -2%
TPW
181
TL Private Wealth
Texas
$674K -$139K -2,802 -17%
AWS
182
Atria Wealth Solutions
New York
$668K -$43.4K -860 -6%
CWP
183
Core Wealth Partners
California
$668K -$537K -10,656 -45%
DWA
184
Delos Wealth Advisors
Texas
$657K – – –
NC
185
NewSquare Capital
Pennsylvania
$646K +$25.9K +514 +4%
VA
186
VestGen Advisors
Illinois
$640K +$640K +12,696 New
IA
187
Intellus Advisors
Florida
$635K – – –
OAM
188
Occidental Asset Management
California
$627K +$95.8K +1,900 +18%
HI
189
Harbour Investments
Wisconsin
$621K -$15.4K -306 -2%
USCWA
190
U.S. Capital Wealth Advisors
Texas
$602K -$13.3K -263 -2%
FFN
191
Focus Financial Network
Minnesota
$600K +$101 +2 +0%
RWM
192
Revisor Wealth Management
Ohio
$594K +$594K +11,773 New
AFP
193
Ausdal Financial Partners
Iowa
$593K -$1.58M -31,359 -73%
FFA
194
Farther Finance Advisors
California
$583K +$216K +4,270 +59%
AWM
195
AE Wealth Management
Kansas
$581K +$193K +3,831 +50%
IWM
196
IHT Wealth Management
Illinois
$579K +$7.21K +143 +1%
FFA
197
Fi3 Financial Advisors
Indiana
$575K – – –
SFS
198
Security Financial Services
Indiana
$562K +$11.2K +223 +2%
CAG
199
Csenge Advisory Group
Florida
$557K -$191K -3,841 -25%
VCM
200
Virtue Capital Management
Tennessee
$529K +$529K +10,498 New
6 7
8
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