FMB icon

First Trust Managed Municipal ETF

296 hedge funds and large institutions have $1.53B invested in First Trust Managed Municipal ETF in 2024 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 126 increasing their positions, 110 reducing their positions, and 22 closing their positions.

Holders
296
Holders Change
-1
Holders Change %
-0.34%
% of All Funds
4.29%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
22
Increased
126
Reduced
110
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$138M 2,686,926 -2,368,760 -47%
LPL Financial
2
LPL Financial
California
$126M 2,453,136 +266,164 +12%
Wells Fargo
3
Wells Fargo
California
$115M 2,233,242 +190,777 +9%
Bank of America
4
Bank of America
North Carolina
$87.9M 1,711,940 +95,388 +6%
UBS Group
5
UBS Group
Switzerland
$83M 1,615,572 -150,473 -9%
SFA
6
Sequoia Financial Advisors
Ohio
$50.7M 987,518 +84,095 +9%
APP
7
Avantax Planning Partners
Iowa
$49.4M 961,628 -67,317 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$38.6M 751,689 +106,443 +16%
CWM
9
Congress Wealth Management
Massachusetts
$35.6M 693,046 +17,916 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$29.6M 575,672 -8,718 -1%
AAS
11
Avantax Advisory Services
Texas
$27M 524,971 +161,642 +44%
Osaic Holdings
12
Osaic Holdings
Arizona
$22.4M 436,875 -96,417 -18%
MMA
13
Miracle Mile Advisors
California
$21.4M 417,191 -27,046 -6%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.8M 404,498 +26,965 +7%
OIA
15
OneDigital Investment Advisors
Kansas
$19.6M 382,541 +35,454 +10%
RJA
16
Raymond James & Associates
Florida
$18.3M 355,590 -22,900 -6%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$18.1M 353,174 +36,234 +11%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$17.2M 335,527 +45,586 +16%
Jane Street
19
Jane Street
New York
$15.3M 297,292 +297,292 New
CAMG
20
CWA Asset Management Group
Florida
$15M 291,119 -46,146 -14%
Truist Financial
21
Truist Financial
North Carolina
$14.6M 284,365 +6,915 +2%
Stifel Financial
22
Stifel Financial
Missouri
$14.5M 282,276 +31,969 +13%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$13M 252,562 +179,710 +247%
KAS
24
Kestra Advisory Services
Texas
$12.9M 250,956 -5,094 -2%
EFL
25
ERn Financial LLC
Wisconsin
$12.8M 249,260 +728 +0.3%