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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
Bank of America
North Carolina
$88.2M
2
VWA
Visionary Wealth Advisors
Illinois
$2.39M
3
LPL Financial
LPL Financial
California
$103M
4
UBS Group
UBS Group
Switzerland
$110M
5
KIG
Kowal Investment Group
Wisconsin
$9.57M

Top Sellers

1
CWM
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
AE Wealth Management
Kansas
$1.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
201
Good Life Advisors
Pennsylvania
$420K +$420K +8,293 New
NWMG
202
National Wealth Management Group
Ohio
$401K -$9.06K -180 -2%
CWM
203
Cornerstone Wealth Management
Missouri
$395K +$1.47K +29 +0.4%
MFS
204
McNamara Financial Services
Massachusetts
$387K +$5.36K +106 +1%
AIP
205
Ameritas Investment Partners
Nebraska
$386K +$22.6K +445 +6%
CAM
206
Cozad Asset Management
Illinois
$383K – – –
SFS
207
Security Financial Services
Indiana
$382K +$71.2K +1,405 +23%
OC
208
Oppenheimer & Co
New York
$375K – – –
FHA
209
Flagship Harbor Advisors
Massachusetts
$372K -$127K -2,500 -25%
QPW
210
Quantum Private Wealth
Florida
$365K – – –
AI
211
Auour Investments
Massachusetts
$352K +$352K +6,949 New
WI
212
Wintrust Investments
Illinois
$342K -$14.6K -289 -4%
WCM
213
WealthBridge Capital Management
Ohio
$334K -$33.5K -660 -9%
SAG
214
Spotlight Asset Group
Illinois
$333K -$113K -2,221 -25%
CBFP
215
Cedar Brook Financial Partners
Ohio
$331K +$912 +18 +0.3%
SB
216
Strategic Blueprint
Georgia
$330K -$47.2K -931 -13%
AFG
217
ABLE Financial Group
Arizona
$325K +$325K +6,411 New
Citadel Advisors
218
Citadel Advisors
Florida
$316K +$316K +6,240 New
CMS
219
Capital Market Strategies
Florida
$316K +$316K +6,240 New
MAM
220
Meeder Asset Management
Ohio
$315K +$21.9K +433 +7%
SFG
221
Sovereign Financial Group
Connecticut
$305K -$2.59K -51 -0.8%
TIM
222
Total Investment Management
Arizona
$292K +$2.03K +40 +0.7%
FPCG
223
Forum Private Client Group
Indiana
$288K – – –
GWM
224
Geneos Wealth Management
Colorado
$281K – – –
US Bancorp
225
US Bancorp
Minnesota
$277K -$264K -5,210 -49%
7 8
9
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