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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

272 hedge funds and large institutions have $1.36B invested in First Trust Managed Municipal ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 22 closing their positions.

Holders
272
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
25
Increased
98
Reduced
120
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$113M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$13.3M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$11.2M
4
Jane Street
4
Jane Street
New York
$8.38M
5
OMC
5
Old Mission Capital
Illinois
$4.17M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
RA
2
RFG Advisory
Alabama
$936K
3
EC
3
EdgeRock Capital
Colorado
$0
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.83M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$13.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$113M 2,311,853 +277,430 +14%
UBS Group
2
UBS Group
Switzerland
$110M 2,249,392 +80,201 +4%
Morgan Stanley
3
Morgan Stanley
New York
$103M 2,111,708 +56,674 +3%
Wells Fargo
4
Wells Fargo
California
$87.6M 1,791,305 -9,350 -0.5%
Bank of America
5
Bank of America
North Carolina
$86.7M 1,774,417 +33,996 +2%
APP
6
Avantax Planning Partners
Iowa
$44.4M 907,606 -24,371 -3%
SFA
7
Sequoia Financial Advisors
Ohio
$36.5M 746,958 +2,699 +0.4%
Osaic Holdings
8
Osaic Holdings
Arizona
$34.2M 699,350 +56,424 +9%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$33.9M 693,301 +42,887 +7%
CWM
10
Congress Wealth Management
Massachusetts
$33.4M 683,524 -5,051 -0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.5M 562,125 -25,473 -4%
RJA
12
Raymond James & Associates
Florida
$20.4M 417,607 -20,131 -5%
AAS
13
Avantax Advisory Services
Texas
$19M 388,822 -3,347 -0.9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15M 306,351 +4,284 +1%
MFG
15
Magnus Financial Group
New York
$14.5M 297,108 +1,927 +0.7%
FPIS
16
Financial Planning & Information Services
Wisconsin
$13.9M 283,922 -3,981 -1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.5M 277,126 -50,542 -15%
CAMG
18
CWA Asset Management Group
Florida
$13.3M 272,547 -47,531 -15%
MMA
19
Miracle Mile Advisors
California
$13.3M 272,274 -35,346 -11%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$13.3M 272,030 +272,014 +1,700,088%
KAS
21
Kestra Advisory Services
Texas
$13.1M 267,625 +13,840 +5%
Truist Financial
22
Truist Financial
North Carolina
$13M 265,005 +15,573 +6%
OIA
23
OneDigital Investment Advisors
Kansas
$12.7M 260,646 -1,845 -0.7%
EFL
24
ERn Financial LLC
Wisconsin
$12.2M 249,562 +24,083 +11%
FFG
25
Frisch Financial Group
New York
$12M 245,074 +5,650 +2%
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