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First Trust Managed Municipal ETF

299 hedge funds and large institutions have $1.55B invested in First Trust Managed Municipal ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 113 increasing their positions, 128 reducing their positions, and 26 closing their positions.

Holders
299
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
25
Increased
113
Reduced
128
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M 2,979,292 -160,619 -5%
Wells Fargo
2
Wells Fargo
California
$135M 2,684,776 +279,453 +12%
LPL Financial
3
LPL Financial
California
$110M 2,179,768 +77,992 +4%
Bank of America
4
Bank of America
North Carolina
$93.4M 1,852,353 +122,379 +7%
UBS Group
5
UBS Group
Switzerland
$88.1M 1,747,373 +25,933 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$58.4M 1,157,297 +6,985 +0.6%
MMA
7
Miracle Mile Advisors
California
$32.8M 649,521 +19,690 +3%
APP
8
Avantax Planning Partners
Iowa
$32.2M 639,192 -10,837 -2%
AAS
9
Avantax Advisory Services
Texas
$31.3M 621,617 +16,676 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$31.2M 619,572 +8,529 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$25M 495,145 +207,648 +72%
CWM
12
Congress Wealth Management
Massachusetts
$23.5M 465,465 -1,188 -0.3%
NA
13
NewEdge Advisors
Louisiana
$23M 455,622 +142,668 +46%
OIA
14
OneDigital Investment Advisors
Kansas
$21.5M 426,121 -10,236 -2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$20.3M 403,587 -22,092 -5%
Creative Planning
16
Creative Planning
Kansas
$19.5M 386,786 +381,942 +7,885%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$19.4M 384,349 +75,137 +24%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$18M 356,354 +132,700 +59%
Stifel Financial
19
Stifel Financial
Missouri
$17.9M 355,147 +8,439 +2%
RWB
20
RMR Wealth Builders
New Jersey
$16.5M 328,008 +43,804 +15%
Truist Financial
21
Truist Financial
North Carolina
$16.5M 327,078 +7,368 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$16.3M 322,732 +21,889 +7%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$16.2M 322,047 +13,698 +4%
LFG
24
Larson Financial Group
Missouri
$16M 317,203 +41,154 +15%
EFL
25
ERn Financial LLC
Wisconsin
$13.7M 272,520 -6,346 -2%