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First Trust Managed Municipal ETF

300 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
Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
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
Shares
Change %
EIA
201
Eldridge Investment Advisors
New Hampshire
$516K -$221K -4,248 -30%
WCFA
202
Walkner Condon Financial Advisors
Wisconsin
$505K +$148K +2,847 +41%
SWP
203
ShoreHaven Wealth Partners
New Jersey
$503K +$81.1K +1,560 +19%
SFS
204
Security Financial Services
Indiana
$485K +$14.8K +284 +3%
AIP
205
Ameritas Investment Partners
Nebraska
$483K +$4.99K +96 +1%
ATPW
206
Ashton Thomas Private Wealth
Arizona
$483K -$50.3K -969 -9%
GLA
207
Good Life Advisors
Pennsylvania
$478K -$30.1K -580 -6%
WAG
208
Wheelhouse Advisory Group
Missouri
$458K -$12.1K -233 -3%
KWM
209
Kaydan Wealth Management
Michigan
$436K -$36.6K -704 -8%
HWA
210
HCR Wealth Advisors
California
$434K
FFA
211
Farther Finance Advisors
California
$432K +$328K +6,316 +316%
VA
212
Valmark Advisers
Ohio
$422K +$52 +1 +0%
ARG
213
Advisory Resource Group
Oklahoma
$422K -$41.1K -791 -9%
HAS
214
HBW Advisory Services
California
$412K -$24.8K -477 -6%
PFGIA
215
Patriot Financial Group Insurance Agency
Massachusetts
$404K
CC
216
Capstone Capital
Nevada
$401K +$401K +7,709 New
CWM
217
Cornerstone Wealth Management
Missouri
$396K +$1.66K +32 +0.4%
NWMG
218
National Wealth Management Group
Ohio
$392K -$2.81K -54 -0.7%
BC
219
Bowman & Company
Wisconsin
$390K +$987 +19 +0.3%
US Bancorp
220
US Bancorp
Minnesota
$389K
MWM
221
Meridian Wealth Management
Kentucky
$388K
FIA
222
Foundations Investment Advisors
Arizona
$387K -$25.5K -491 -6%
TWP
223
Tempus Wealth Planning
California
$384K -$100K -1,927 -21%
PA
224
Pineridge Advisors
Missouri
$372K -$47.1K -907 -11%
KA
225
Kovack Advisors
Florida
$366K -$36.4K -700 -9%