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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$113M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.3M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$11.2M
4
Jane Street
Jane Street
New York
$8.38M
5
OMC
Old Mission Capital
Illinois
$4.17M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
RA
RFG Advisory
Alabama
$936K
3
EC
EdgeRock Capital
Colorado
$0
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.83M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$13.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
201
Kovack Advisors
Florida
$440K +$2.98K +61 +0.7%
CWM
202
Collaborative Wealth Management
Florida
$434K -$45.6K -932 -9%
AI
203
Auour Investments
Massachusetts
$430K +$90.1K +1,842 +27%
IWP
204
Icon Wealth Partners
Texas
$423K – – –
PWM
205
Purus Wealth Management
California
$414K -$4.94K -101 -1%
KWM
206
Kingsview Wealth Management
Oregon
$412K +$412K +8,436 New
ATPW
207
Ashton Thomas Private Wealth
Arizona
$410K – – –
AIP
208
Ameritas Investment Partners
Nebraska
$395K +$23.5K +480 +6%
SFS
209
Security Financial Services
Indiana
$389K +$20.9K +427 +6%
NWMG
210
National Wealth Management Group
Ohio
$387K -$2.4K -49 -0.6%
CWM
211
Cornerstone Wealth Management
Missouri
$382K +$1.52K +31 +0.4%
MFS
212
McNamara Financial Services
Massachusetts
$372K -$1.96K -40 -0.5%
CAM
213
Cozad Asset Management
Illinois
$370K – – –
OC
214
Oppenheimer & Co
New York
$362K – – –
QPW
215
Quantum Private Wealth
Florida
$352K – – –
US Bancorp
216
US Bancorp
Minnesota
$345K +$77.8K +1,591 +29%
FSG
217
Financial Strategies Group
Michigan
$343K -$66K -1,358 -16%
GWSG
218
GPS Wealth Strategies Group
Colorado
$324K -$98.5K -2,015 -23%
SAG
219
Spotlight Asset Group
Illinois
$322K – – –
SWP
220
ShoreHaven Wealth Partners
New Jersey
$314K +$314K +6,421 New
MAM
221
Meeder Asset Management
Ohio
$314K +$10.2K +209 +3%
ARG
222
Advisory Resource Group
Oklahoma
$310K -$1.77M -36,198 -85%
TSS
223
Two Sigma Securities
New York
$300K +$300K +6,128 New
FFA
224
Fragasso Financial Advisors
Pennsylvania
$293K +$293K +6,000 New
SL
225
Salomon & Ludwin
Virginia
$293K +$293K +6,000 New
7 8
9
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