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First Trust Managed Municipal ETF

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DAS
201
Dynamic Advisor Solutions
Arizona
$511K +$286K +5,609 +127%
MP
202
McDonald Partners
Ohio
$510K
CAM
203
Cozad Asset Management
Illinois
$508K +$189K +3,707 +59%
SA
204
Sovran Advisors
California
$506K +$506K +9,993 New
SI
205
Saxon Interests
Texas
$502K -$18.3K -359 -4%
GIA
206
Gladstone Institutional Advisory
Florida
$493K -$21.2K -416 -4%
AIP
207
Ameritas Investment Partners
Nebraska
$492K +$17.4K +341 +4%
EIA
208
Eldridge Investment Advisors
New Hampshire
$490K -$16.4K -321 -3%
AA
209
Armis Advisers
Georgia
$484K +$484K +9,491 New
ATPW
210
Ashton Thomas Private Wealth
Arizona
$474K
PPWM
211
Paragon Private Wealth Management
Kentucky
$472K -$101K -1,972 -18%
WIA
212
World Investment Advisors
California
$455K +$455K +8,914 New
FFA
213
Fragasso Financial Advisors
Pennsylvania
$454K -$118K -2,323 -21%
SPI
214
Sutton Place Investors
New York
$452K -$638K -12,498 -58%
SWP
215
ShoreHaven Wealth Partners
New Jersey
$445K -$48.5K -950 -10%
TSS
216
Two Sigma Securities
New York
$438K +$438K +8,584 New
HF
217
HRT Financial
New York
$437K +$437K +8,578 New
PAS
218
PKS Advisory Services
New York
$430K +$430K +18,891 New
VA
219
Valmark Advisers
Ohio
$428K +$13.1K +257 +3%
HWA
220
HCR Wealth Advisors
California
$426K
ARG
221
Advisory Resource Group
Oklahoma
$416K +$1.12K +22 +0.3%
KWM
222
Kaydan Wealth Management
Michigan
$408K -$19.7K -386 -5%
AI
223
Auour Investments
Massachusetts
$403K +$89.9K +1,762 +29%
FIA
224
Foundations Investment Advisors
Arizona
$400K +$19.7K +386 +5%
PFGIA
225
Patriot Financial Group Insurance Agency
Massachusetts
$397K