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First Trust Managed Municipal ETF

300 hedge funds and large institutions have $1.54B invested in First Trust Managed Municipal ETF in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 113 reducing their positions, and 21 closing their positions.

Holders
300
Holders Change
+4
Holders Change %
+1.35%
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
30
Increased
126
Reduced
113
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$163M 3,130,847 +270,785 +9%
LPL Financial
2
LPL Financial
California
$130M 2,507,371 +162,331 +7%
Wells Fargo
3
Wells Fargo
California
$127M 2,448,034 +193,645 +9%
Bank of America
4
Bank of America
North Carolina
$90.1M 1,733,421 -9,304 -0.5%
UBS Group
5
UBS Group
Switzerland
$86.8M 1,670,180 +11,184 +0.7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$40.3M 775,345 +34,551 +5%
APP
7
Avantax Planning Partners
Iowa
$37.5M 722,201 -192,043 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$32.6M 627,914 +3,567 +0.6%
AAS
9
Avantax Advisory Services
Texas
$31.3M 602,635 +17,914 +3%
MMA
10
Miracle Mile Advisors
California
$31.2M 599,874 +109,001 +22%
CWM
11
Congress Wealth Management
Massachusetts
$24.8M 476,966 -211,783 -31%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$22.1M 425,854 +22,534 +6%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$21.9M 421,410 +25,002 +6%
OIA
14
OneDigital Investment Advisors
Kansas
$21.8M 419,165 +19,917 +5%
RJA
15
Raymond James & Associates
Florida
$19.7M 380,003 -1,764 -0.5%
Osaic Holdings
16
Osaic Holdings
Arizona
$19.3M 371,446 -5,515 -1%
SFA
17
Sequoia Financial Advisors
Ohio
$18.4M 354,595 -670,122 -65%
Stifel Financial
18
Stifel Financial
Missouri
$17.2M 330,745 +16,894 +5%
Truist Financial
19
Truist Financial
North Carolina
$16.3M 313,146 +23,394 +8%
NA
20
NewEdge Advisors
Louisiana
$15.9M 306,656 +69,999 +30%
RWB
21
RMR Wealth Builders
New Jersey
$14.8M 284,213 +32,401 +13%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$13.9M 268,011 +14,525 +6%
EFL
23
ERn Financial LLC
Wisconsin
$13.8M 265,943 +15,010 +6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$13.5M 260,226 -52,841 -17%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13.1M 252,024 +124,006 +97%