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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

297 hedge funds and large institutions have $1.6B invested in First Trust Managed Municipal ETF in 2023 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 89 increasing their positions, 135 reducing their positions, and 20 closing their positions.

Holders
297
Holders Change
+25
Holders Change %
+9.19%
% of All Funds
4.35%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
47
Increased
89
Reduced
135
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$261M
2
Wells Fargo
2
Wells Fargo
California
$106M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$11.3M
4
RA
4
RFG Advisory
Alabama
$10.1M
5
MMA
5
Miracle Mile Advisors
California
$23M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$91.2M
2
PP
2
PFS Partners
New Jersey
$12.9K
3
MFG
3
Magnus Financial Group
New York
$5.82M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$27.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$261M 5,055,686 +2,943,978 +139%
LPL Financial
2
LPL Financial
California
$113M 2,186,972 -124,881 -5%
Wells Fargo
3
Wells Fargo
California
$106M 2,042,465 +251,160 +14%
UBS Group
4
UBS Group
Switzerland
$91.2M 1,766,045 -483,347 -21%
Bank of America
5
Bank of America
North Carolina
$83.5M 1,616,552 -157,865 -9%
APP
6
Avantax Planning Partners
Iowa
$53.2M 1,028,945 +121,339 +13%
SFA
7
Sequoia Financial Advisors
Ohio
$46.7M 903,423 +156,465 +21%
CWM
8
Congress Wealth Management
Massachusetts
$34.9M 675,130 -8,394 -1%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$33.3M 645,246 -48,055 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$30.2M 584,390 +22,265 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$27.6M 533,292 -166,058 -24%
MMA
12
Miracle Mile Advisors
California
$23M 444,237 +171,963 +63%
RJA
13
Raymond James & Associates
Florida
$19.6M 378,490 -39,117 -9%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$19.5M 377,533 +105,503 +39%
AAS
15
Avantax Advisory Services
Texas
$18.8M 363,329 -25,493 -7%
OIA
16
OneDigital Investment Advisors
Kansas
$17.9M 347,087 +86,441 +33%
CAMG
17
CWA Asset Management Group
Florida
$17.4M 337,265 +64,718 +24%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$16.4M 316,940 +10,589 +3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15M 289,941 +12,815 +5%
Truist Financial
20
Truist Financial
North Carolina
$14.3M 277,450 +12,445 +5%
FPIS
21
Financial Planning & Information Services
Wisconsin
$13.3M 257,325 -26,597 -9%
KAS
22
Kestra Advisory Services
Texas
$13.2M 256,050 -11,575 -4%
Stifel Financial
23
Stifel Financial
Missouri
$12.9M 250,307 +31,722 +15%
EFL
24
ERn Financial LLC
Wisconsin
$12.8M 248,532 -1,030 -0.4%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$11.7M 226,570 +46,388 +26%
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