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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
201
Kaydan Wealth Management
Michigan
$478K -$132K -2,561 -22%
FIA
202
Foundations Investment Advisors
Arizona
$475K +$475K +9,186 New
PWM
203
Peterson Wealth Management
Nevada
$465K -$661K -12,793 -59%
KA
204
Kovack Advisors
Florida
$465K – – –
HR
205
Hardy Reed
Mississippi
$465K +$465K +9,000 New
CWM
206
Collaborative Wealth Management
Florida
$459K – – –
AWM
207
Apollon Wealth Management
South Carolina
$448K -$37.4K -724 -8%
AIP
208
Ameritas Investment Partners
Nebraska
$443K +$25.1K +485 +6%
OAM
209
Occidental Asset Management
California
$441K -$147K -2,852 -25%
RIA
210
Regal Investment Advisors
Michigan
$437K -$89.8K -1,739 -17%
HWA
211
HCR Wealth Advisors
California
$431K +$199K +3,844 +85%
C
212
CEDRUS
Colorado
$430K -$67.2K -1,300 -14%
KWM
213
Kingsview Wealth Management
Oregon
$420K -$15.8K -306 -4%
RJT
214
Raymond James Trust
Florida
$418K -$437K -8,458 -51%
SFS
215
Security Financial Services
Indiana
$416K +$4.96K +96 +1%
CCG
216
Catalina Capital Group
California
$407K +$407K +7,875 New
MWM
217
Meridian Wealth Management
Kentucky
$405K -$355K -6,877 -47%
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
$404K -$1.1M -21,328 -73%
CWM
219
Cornerstone Wealth Management
Missouri
$403K -$1.55K -30 -0.4%
NWMG
220
National Wealth Management Group
Ohio
$401K -$8.11K -157 -2%
MFS
221
McNamara Financial Services
Massachusetts
$398K +$5.17K +100 +1%
SCM
222
Steele Capital Management
Iowa
$398K +$398K +7,696 New
BC
223
Bowman & Company
Wisconsin
$394K +$394K +7,631 New
USCWA
224
U.S. Capital Wealth Advisors
Texas
$391K -$247K -4,775 -39%
BAM
225
Belpointe Asset Management
Nevada
$389K +$389K +7,539 New
7 8
9
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