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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

296 hedge funds and large institutions have $1.5B invested in First Trust Managed Municipal ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 25 closing their positions.

Holders
296
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
28
Increased
110
Reduced
121
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$146M
2
LFG
2
Larson Financial Group
Missouri
$7.74M
3
RVPG
3
Relative Value Partners Group
$4.68M
4
MMA
4
Miracle Mile Advisors
California
$25.1M
5
SA
5
Sanctuary Advisors
Indiana
$3.59M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AWA
2
ARQ Wealth Advisors
Arizona
$0
3
LPL Financial
3
LPL Financial
California
$120M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KAS
5
Kestra Advisory Services
Texas
$8.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$146M 2,860,062 +173,136 +6%
LPL Financial
2
LPL Financial
California
$120M 2,345,040 -108,096 -4%
Wells Fargo
3
Wells Fargo
California
$115M 2,254,389 +21,147 +0.9%
Bank of America
4
Bank of America
North Carolina
$89M 1,742,725 +30,785 +2%
UBS Group
5
UBS Group
Switzerland
$84.7M 1,658,996 +43,424 +3%
SFA
6
Sequoia Financial Advisors
Ohio
$52.3M 1,024,717 +37,199 +4%
APP
7
Avantax Planning Partners
Iowa
$46.7M 914,244 -47,384 -5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$37.8M 740,794 -10,895 -1%
CWM
9
Congress Wealth Management
Massachusetts
$35.2M 688,749 -4,297 -0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.9M 624,347 +48,675 +8%
AAS
11
Avantax Advisory Services
Texas
$29.9M 584,721 +59,750 +11%
MMA
12
Miracle Mile Advisors
California
$25.1M 490,873 +73,682 +18%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20.6M 403,320 +50,146 +14%
OIA
14
OneDigital Investment Advisors
Kansas
$20.4M 399,248 +16,707 +4%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$20.2M 396,408 -8,090 -2%
RJA
16
Raymond James & Associates
Florida
$19.5M 381,767 +26,177 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$19.2M 376,961 -59,914 -14%
Stifel Financial
18
Stifel Financial
Missouri
$16M 313,851 +31,575 +11%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$16M 313,067 -22,460 -7%
Truist Financial
20
Truist Financial
North Carolina
$14.8M 289,752 +5,387 +2%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$13.9M 272,638 +20,076 +8%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$12.9M 253,486 +17,021 +7%
RWB
23
RMR Wealth Builders
New Jersey
$12.9M 251,812 +12,624 +5%
EFL
24
ERn Financial LLC
Wisconsin
$12.8M 250,933 +1,673 +0.7%
NA
25
NewEdge Advisors
Louisiana
$12.1M 236,657 +66,762 +39%
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