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First Trust Managed Municipal ETF

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PA
201
Pineridge Advisors
Missouri
$469K -$62.2K -1,212 -12%
SFS
202
Security Financial Services
Indiana
$463K +$49.5K +963 +12%
KA
203
Kovack Advisors
Florida
$462K
ARG
204
Advisory Resource Group
Oklahoma
$459K -$18K -350 -4%
FFA
205
Fragasso Financial Advisors
Pennsylvania
$457K +$149K +2,900 +48%
AIP
206
Ameritas Investment Partners
Nebraska
$457K +$16.8K +327 +4%
LI
207
LVZ Inc
Michigan
$450K +$99.6K +1,940 +28%
BC
208
Bowman & Company
Wisconsin
$440K +$47.7K +929 +12%
VA
209
Valmark Advisers
Ohio
$438K -$41K -798 -9%
CCG
210
Catalina Capital Group
California
$438K +$33.3K +648 +8%
PWM
211
Peterson Wealth Management
Nevada
$429K -$33.5K -652 -7%
HWA
212
HCR Wealth Advisors
California
$429K
C
213
CEDRUS
Colorado
$427K +$51 +1 +0%
RIA
214
Regal Investment Advisors
Michigan
$421K -$14.1K -275 -3%
GIA
215
Gladstone Institutional Advisory
Florida
$418K -$87.7K -1,708 -17%
CWM
216
Cornerstone Wealth Management
Missouri
$402K +$2.11K +41 +0.5%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$400K +$400K +7,782 New
SCM
218
Steele Capital Management
Iowa
$395K
NWMG
219
National Wealth Management Group
Ohio
$390K -$8.58K -167 -2%
USCWA
220
U.S. Capital Wealth Advisors
Texas
$389K
MFS
221
McNamara Financial Services
Massachusetts
$387K -$8.83K -172 -2%
LA
222
Lifeworks Advisors
Michigan
$386K +$514 +10 +0.1%
RJT
223
Raymond James Trust
Florida
$386K -$29.5K -575 -7%
US Bancorp
224
US Bancorp
Minnesota
$384K +$56.5K +1,100 +17%
LS
225
Leelyn Smith
Illinois
$382K -$378K -7,367 -50%