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First Trust Managed Municipal ETF

276 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 100 increasing their positions, 121 reducing their positions, and 35 closing their positions.

Holders
276
Holders Change
-8
Holders Change %
-2.82%
% of All Funds
4.45%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.19%
New
32
Increased
100
Reduced
121
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$110M 2,188,852 +826,679 +61%
Morgan Stanley
2
Morgan Stanley
New York
$103M 2,054,160 -30,075 -1%
LPL Financial
3
LPL Financial
California
$98.7M 1,970,418 +90,900 +5%
Wells Fargo
4
Wells Fargo
California
$84M 1,676,331 +227,513 +16%
Bank of America
5
Bank of America
North Carolina
$77.2M 1,541,225 -424,337 -22%
APP
6
Avantax Planning Partners
Iowa
$49.4M 985,566 +510,856 +108%
CWM
7
Congress Wealth Management
Massachusetts
$49.2M 982,189 +479,833 +96%
Jane Street
8
Jane Street
New York
$37.9M 756,480 +749,924 +11,439%
SFA
9
Sequoia Financial Advisors
Ohio
$35.2M 701,848 +120,907 +21%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$32.3M 644,490 -105,716 -14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$28.5M 568,458 -75,445 -12%
Osaic Holdings
12
Osaic Holdings
Arizona
$27.3M 544,691 -95,888 -15%
AAS
13
Avantax Advisory Services
Texas
$19.5M 388,926 +8,463 +2%
MMA
14
Miracle Mile Advisors
California
$18.5M 369,109 +353,133 +2,210%
CAMG
15
CWA Asset Management Group
Florida
$18.5M 368,350 -294,685 -44%
RJA
16
Raymond James & Associates
Florida
$17.6M 351,573 -145,629 -29%
Renaissance Technologies
17
Renaissance Technologies
New York
$15.6M 311,000 +311,000 New
MFG
18
Magnus Financial Group
New York
$15.3M 304,608 +285,608 +1,503%
FPIS
19
Financial Planning & Information Services
Wisconsin
$13.9M 278,186 +57,162 +26%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$13.8M 275,479 -2,445 -0.9%
Citigroup
21
Citigroup
New York
$12.9M 257,815 -6,937 -3%
Truist Financial
22
Truist Financial
North Carolina
$12.7M 254,418 -69,501 -21%
OIA
23
OneDigital Investment Advisors
Kansas
$12.5M 250,422 +155,627 +164%
M
24
MOTCO
Texas
$12.1M 240,838 +111,580 +86%
KAS
25
Kestra Advisory Services
Texas
$11.4M 227,587 +101,652 +81%