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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
NA
5
NewEdge Advisors
Louisiana
$12.1M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
Fragasso Financial Advisors
Pennsylvania
$454K – – –
SCM
202
Steele Capital Management
Iowa
$445K +$51.9K +1,017 +13%
HAS
203
HBW Advisory Services
California
$429K +$178K +3,491 +71%
HWA
204
HCR Wealth Advisors
California
$426K – – –
C
205
CEDRUS
Colorado
$421K -$3.63K -71 -0.9%
VA
206
Valmark Advisers
Ohio
$415K -$20.4K -399 -5%
SWP
207
ShoreHaven Wealth Partners
New Jersey
$414K +$66.5K +1,302 +19%
PA
208
Pineridge Advisors
Missouri
$412K -$54.6K -1,069 -12%
FFS
209
Founders Financial Securities
Maryland
$411K +$411K +8,050 New
CWP
210
Core Wealth Partners
California
$411K +$41.6K +815 +11%
CCG
211
Catalina Capital Group
California
$406K -$29.4K -576 -7%
FIA
212
Foundations Investment Advisors
Arizona
$406K -$63.5K -1,243 -14%
PFGIA
213
Patriot Financial Group Insurance Agency
Massachusetts
$397K – – –
KA
214
Kovack Advisors
Florida
$396K -$63.8K -1,250 -14%
RIA
215
Regal Investment Advisors
Michigan
$394K -$24.6K -481 -6%
NWMG
216
National Wealth Management Group
Ohio
$388K – – –
CWM
217
Cornerstone Wealth Management
Missouri
$387K -$12.4K -243 -3%
USCWA
218
U.S. Capital Wealth Advisors
Texas
$387K – – –
RJT
219
Raymond James Trust
Florida
$383K – – –
US Bancorp
220
US Bancorp
Minnesota
$382K – – –
BC
221
Bowman & Company
Wisconsin
$382K -$55.2K -1,082 -13%
MWM
222
Meridian Wealth Management
Kentucky
$381K +$381K +7,471 New
OC
223
Oppenheimer & Co
New York
$378K – – –
QPW
224
Quantum Private Wealth
Florida
$368K – – –
AI
225
Auour Investments
Massachusetts
$367K +$13.1K +256 +4%
7 8
9
10 11