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First Trust Managed Municipal ETF

307 hedge funds and large institutions have $2.75B invested in First Trust Managed Municipal ETF in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 124 increasing their positions, 111 reducing their positions, and 23 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
38
Increased
124
Reduced
111
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.23B 24,132 -2,222 -8%
Morgan Stanley
2
Morgan Stanley
New York
$160M 3,139,911 +9,064 +0.3%
Wells Fargo
3
Wells Fargo
California
$123M 2,405,323 -42,711 -2%
LPL Financial
4
LPL Financial
California
$107M 2,101,776 -405,595 -16%
Bank of America
5
Bank of America
North Carolina
$88.2M 1,729,974 -3,447 -0.2%
UBS Group
6
UBS Group
Switzerland
$87.8M 1,721,440 +51,260 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$58.7M 1,150,312 +1,150,312 New
APP
8
Avantax Planning Partners
Iowa
$33.2M 650,029 -72,172 -10%
MMA
9
Miracle Mile Advisors
California
$32.1M 629,831 +29,957 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.2M 611,043 -16,871 -3%
AAS
11
Avantax Advisory Services
Texas
$30.9M 604,941 +2,306 +0.4%
CWM
12
Congress Wealth Management
Massachusetts
$23.8M 466,653 -10,313 -2%
OIA
13
OneDigital Investment Advisors
Kansas
$22.3M 436,357 +17,192 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$21.7M 425,679 -175 -0%
Stifel Financial
15
Stifel Financial
Missouri
$17.7M 346,708 +15,963 +5%
Truist Financial
16
Truist Financial
North Carolina
$16.3M 319,710 +6,564 +2%
NA
17
NewEdge Advisors
Louisiana
$16M 312,954 +6,298 +2%
SFA
18
Sequoia Financial Advisors
Ohio
$16M 312,772 -41,823 -12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15.8M 309,212 +48,986 +19%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$15.7M 308,349 +40,338 +15%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$15.3M 300,843 +48,819 +19%
IAA
22
Independent Advisor Alliance
North Carolina
$14.8M 290,714 +290,714 New
Osaic Holdings
23
Osaic Holdings
Arizona
$14.7M 287,497 -83,949 -23%
RWB
24
RMR Wealth Builders
New Jersey
$14.5M 284,204 -9 -0%
EFL
25
ERn Financial LLC
Wisconsin
$14.2M 278,866 +12,923 +5%