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First Trust Managed Municipal ETF

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
201
Cozad Asset Management
Illinois
$385K +$14.3K +280 +4%
MFS
202
McNamara Financial Services
Massachusetts
$384K +$407 +8 +0.1%
SB
203
Strategic Blueprint
Georgia
$379K -$15.4K -303 -4%
OC
204
Oppenheimer & Co
New York
$377K -$6.88K -135 -2%
WCM
205
WealthBridge Capital Management
Ohio
$369K -$14.1K -277 -4%
QPW
206
Quantum Private Wealth
Florida
$367K
AIP
207
Ameritas Investment Partners
Nebraska
$365K +$23.4K +460 +7%
WI
208
Wintrust Investments
Illinois
$358K +$36.1K +710 +11%
FSG
209
Financial Strategies Group
Michigan
$354K +$6.32K +124 +2%
CBFP
210
Cedar Brook Financial Partners
Ohio
$332K -$2.09K -41 -0.6%
OFS
211
OneAscent Financial Services
Alabama
$322K -$19.4K -380 -6%
SFS
212
Security Financial Services
Indiana
$312K +$312K +6,132 New
Ameriprise
213
Ameriprise
Minnesota
$309K -$10.7K -210 -3%
SFG
214
Sovereign Financial Group
Connecticut
$309K
QCIG
215
Quad-Cities Investment Group
Iowa
$301K +$1.83K +36 +0.6%
MAM
216
Meeder Asset Management
Ohio
$294K +$14.3K +280 +5%
Mariner
217
Mariner
Kansas
$292K -$3.37M -66,141 -92%
XF
218
XML Financial
Maryland
$291K
TIM
219
Total Investment Management
Arizona
$291K +$1.94K +38 +0.7%
FPCG
220
Forum Private Client Group
Indiana
$289K
TA
221
TrueWealth Advisors
Alabama
$288K +$9.32K +183 +3%
GWM
222
Geneos Wealth Management
Colorado
$283K
WPW
223
Watershed Private Wealth
Illinois
$282K +$55.3K +1,086 +24%
HIM
224
Hanlon Investment Management
New Jersey
$275K
EFG
225
Erickson Financial Group
Pennsylvania
$271K -$167K -3,277 -38%