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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

273 hedge funds and large institutions have $1.38B invested in First Trust Managed Municipal ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 24 closing their positions.

Holders
273
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.37%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
25
Increased
131
Reduced
90
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFG
1
Frisch Financial Group
New York
$11.6M
2
Wells Fargo
2
Wells Fargo
California
$92M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$11.9M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.5M
5
Bank of America
5
Bank of America
North Carolina
$82.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$4.5M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$1.12M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$108M 2,126,543 -62,309 -3%
Morgan Stanley
2
Morgan Stanley
New York
$105M 2,068,636 +14,476 +0.7%
LPL Financial
3
LPL Financial
California
$101M 1,987,925 +17,507 +0.9%
Wells Fargo
4
Wells Fargo
California
$92M 1,805,595 +129,264 +8%
Bank of America
5
Bank of America
North Carolina
$82.3M 1,616,300 +75,075 +5%
CWM
6
Congress Wealth Management
Massachusetts
$51.2M 1,005,754 +23,565 +2%
APP
7
Avantax Planning Partners
Iowa
$48.8M 957,093 -28,473 -3%
SFA
8
Sequoia Financial Advisors
Ohio
$38.4M 753,610 +51,762 +7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$35.1M 688,764 +44,274 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$32.5M 637,947 +93,256 +17%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$30.5M 598,455 +29,997 +5%
RJA
12
Raymond James & Associates
Florida
$21.4M 420,959 +69,386 +20%
AAS
13
Avantax Advisory Services
Texas
$20.5M 403,407 +14,481 +4%
CAMG
14
CWA Asset Management Group
Florida
$18.2M 357,122 -11,228 -3%
MMA
15
Miracle Mile Advisors
California
$18.2M 356,952 -12,157 -3%
Renaissance Technologies
16
Renaissance Technologies
New York
$15.5M 304,300 -6,700 -2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$15.2M 298,248 +22,769 +8%
MFG
18
Magnus Financial Group
New York
$15M 294,521 -10,087 -3%
FPIS
19
Financial Planning & Information Services
Wisconsin
$14.8M 289,879 +11,693 +4%
KAS
20
Kestra Advisory Services
Texas
$13.7M 269,713 +42,126 +19%
Truist Financial
21
Truist Financial
North Carolina
$12.2M 240,379 -14,039 -6%
PI
22
PFS Investments
Georgia
$12M 234,330 +11,515 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$11.9M 233,241 +121,945 +110%
OIA
24
OneDigital Investment Advisors
Kansas
$11.7M 230,678 -19,744 -8%
M
25
MOTCO
Texas
$11.6M 227,182 -13,656 -6%
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