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First Trust Managed Municipal ETF

301 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 113

1% more funds holding

Funds holding: 297301 (+4)

3% more capital invested

Capital invested by funds: $1.5B → $1.54B (+$47M)

0.18% more ownership

Funds ownership: 75.93%76.11% (+0.18%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
301
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
201
Eldridge Investment Advisors
New Hampshire
$516K -$219K -4,248 -30%
WCFA
202
Walkner Condon Financial Advisors
Wisconsin
$505K +$147K +2,847 +41%
SWP
203
ShoreHaven Wealth Partners
New Jersey
$503K +$80.5K +1,560 +19%
SFS
204
Security Financial Services
Indiana
$485K +$14.7K +284 +3%
AIP
205
Ameritas Investment Partners
Nebraska
$483K +$4.96K +96 +1%
ATPW
206
Ashton Thomas Private Wealth
Arizona
$483K -$50K -969 -9%
GLA
207
Good Life Advisors
Pennsylvania
$478K -$29.9K -580 -6%
WAG
208
Wheelhouse Advisory Group
Missouri
$458K -$12K -233 -3%
KWM
209
Kaydan Wealth Management
Michigan
$436K -$36.3K -704 -8%
HWA
210
HCR Wealth Advisors
California
$434K
FFA
211
Farther Finance Advisors
California
$432K +$326K +6,316 +316%
IFG
212
Independent Financial Group
California
$423K
VA
213
Valmark Advisers
Ohio
$422K +$52 +1 +0%
ARG
214
Advisory Resource Group
Oklahoma
$422K -$40.8K -791 -9%
HAS
215
HBW Advisory Services
California
$412K -$24.6K -477 -6%
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$404K
CC
217
Capstone Capital
Nevada
$401K +$398K +7,709 New
CWM
218
Cornerstone Wealth Management
Missouri
$396K +$1.65K +32 +0.4%
NWMG
219
National Wealth Management Group
Ohio
$392K -$2.79K -54 -0.7%
BC
220
Bowman & Company
Wisconsin
$390K +$981 +19 +0.3%
US Bancorp
221
US Bancorp
Minnesota
$389K
MWM
222
Meridian Wealth Management
Kentucky
$388K
FIA
223
Foundations Investment Advisors
Arizona
$387K -$25.4K -491 -6%
TWP
224
Tempus Wealth Planning
California
$384K -$99.5K -1,927 -21%
PA
225
Pineridge Advisors
Missouri
$372K -$46.8K -907 -11%