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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

275 hedge funds and large institutions have $1.37B invested in First Trust Managed Municipal ETF in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 109 reducing their positions, and 24 closing their positions.

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
30
Increased
104
Reduced
109
Closed
24
Calls
–
Puts
$348K
Net Calls
-$348K
Net Calls Change
-$348K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$88.2M
2
MLRA
2
Main Line Retirement Advisors
Montana
$3.17M
3
VWA
3
Visionary Wealth Advisors
Illinois
$2.39M
4
LPL Financial
4
LPL Financial
California
$103M
5
UBS Group
5
UBS Group
Switzerland
$110M

Top Sellers

1
CWM
1
Congress Wealth Management
Massachusetts
$34.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$5.68M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$5.83M
4
LPT
4
Legacy Private Trust
Wisconsin
$3.99M
5
AWM
5
AE Wealth Management
Kansas
$1.56M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$110M 2,169,191 +42,648 +2%
Morgan Stanley
2
Morgan Stanley
New York
$104M 2,055,034 -13,602 -0.7%
LPL Financial
3
LPL Financial
California
$103M 2,034,423 +46,498 +2%
Wells Fargo
4
Wells Fargo
California
$91.3M 1,800,655 -4,940 -0.3%
Bank of America
5
Bank of America
North Carolina
$88.2M 1,740,421 +124,121 +8%
APP
6
Avantax Planning Partners
Iowa
$47.2M 931,977 -25,116 -3%
SFA
7
Sequoia Financial Advisors
Ohio
$37.7M 744,259 -9,351 -1%
CWM
8
Congress Wealth Management
Massachusetts
$34.9M 688,575 -317,179 -32%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$33M 650,414 -38,350 -6%
Osaic Holdings
10
Osaic Holdings
Arizona
$32.6M 642,926 +4,979 +0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$29.8M 587,598 -10,857 -2%
RJA
12
Raymond James & Associates
Florida
$22.2M 437,738 +16,779 +4%
AAS
13
Avantax Advisory Services
Texas
$19.9M 392,169 -11,238 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$16.6M 327,668 -6,083 -2%
CAMG
15
CWA Asset Management Group
Florida
$16.2M 320,078 -37,044 -10%
MMA
16
Miracle Mile Advisors
California
$15.6M 307,620 -49,332 -14%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$15.3M 302,067 +3,819 +1%
MFG
18
Magnus Financial Group
New York
$15M 295,181 +660 +0.2%
FPIS
19
Financial Planning & Information Services
Wisconsin
$14.6M 287,903 -1,976 -0.7%
OIA
20
OneDigital Investment Advisors
Kansas
$13.3M 262,491 +31,813 +14%
KAS
21
Kestra Advisory Services
Texas
$12.9M 253,785 -15,928 -6%
Truist Financial
22
Truist Financial
North Carolina
$12.6M 249,432 +9,053 +4%
FFG
23
Frisch Financial Group
New York
$12.1M 239,424 +12,367 +5%
PI
24
PFS Investments
Georgia
$12M 236,565 +2,235 +1%
M
25
MOTCO
Texas
$11.4M 225,509 -1,673 -0.7%
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