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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

284 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 109 increasing their positions, 118 reducing their positions, and 23 closing their positions.

Holders
284
Holders Change
-3
Holders Change %
-1.05%
% of All Funds
4.91%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.31%
New
22
Increased
109
Reduced
118
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$11.9M
2
LPL Financial
2
LPL Financial
California
$91.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
VCP
4
Verus Capital Partners
Arizona
$7.27M
5
WEPOG
5
Wealth Enhancement & Preservation of GA
Georgia
$7.59M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$95.8M
2
Jane Street
2
Jane Street
New York
$319K
3
GAG
3
GM Advisory Group
New York
$0
4
CAMG
4
CWA Asset Management Group
Florida
$32.3M
5
Wells Fargo
5
Wells Fargo
California
$70.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 2,084,235 +128,160 +7%
Bank of America
2
Bank of America
North Carolina
$95.8M 1,965,562 -580,547 -23%
LPL Financial
3
LPL Financial
California
$91.6M 1,879,518 +183,965 +11%
Wells Fargo
4
Wells Fargo
California
$70.6M 1,448,818 -162,808 -10%
UBS Group
5
UBS Group
Switzerland
$66.4M 1,362,173 +61,889 +5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$36.6M 750,206 -52,196 -7%
CAMG
7
CWA Asset Management Group
Florida
$32.3M 663,035 -249,846 -27%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$31.4M 643,903 +32,384 +5%
Osaic Holdings
9
Osaic Holdings
Arizona
$31.2M 640,579 -155,542 -20%
SFA
10
Sequoia Financial Advisors
Ohio
$28.3M 580,941 +23,578 +4%
CWM
11
Congress Wealth Management
Massachusetts
$24.5M 502,356 +1,959 +0.4%
RJA
12
Raymond James & Associates
Florida
$24.2M 497,202 +930 +0.2%
APP
13
Avantax Planning Partners
Iowa
$23.1M 474,710 -14,403 -3%
AAS
14
Avantax Advisory Services
Texas
$18.5M 380,463 -16,994 -4%
Truist Financial
15
Truist Financial
North Carolina
$15.8M 323,919 +27,410 +9%
LPT
16
Legacy Private Trust
Wisconsin
$13.9M 285,843 +2,019 +0.7%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$13.5M 277,924 -9,531 -3%
FTUS
18
Flow Traders U.S.
New York
$12.9M 265,299 -57,460 -18%
Citigroup
19
Citigroup
New York
$12.9M 264,752 +826 +0.3%
PP
20
PFS Partners
New Jersey
$12.6M 258,941 -19,906 -7%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$11.9M 244,061 +225,739 +1,232%
FPIS
22
Financial Planning & Information Services
Wisconsin
$10.8M 221,024 +119,072 +117%
AWM
23
AE Wealth Management
Kansas
$9.89M 202,888 +15,268 +8%
OAJ
24
Ogorek Anthony Joseph
New York
$9.45M 193,878 -341 -0.2%
FFG
25
Frisch Financial Group
New York
$9.15M 187,809 +2,233 +1%
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