We are live on ! Find out more
FMB icon

First Trust Managed Municipal ETF

297 hedge funds and large institutions have $1.44B invested in First Trust Managed Municipal ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 104 increasing their positions, 131 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 302297 (-5)

2.04% less ownership

Funds ownership: 77.85%75.81% (-2%)

7% less capital invested

Capital invested by funds: $1.55B → $1.44B (-$109M)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

21% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 131

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
297
Holders Change
-5
Holders Change %
-1.66%
% of All Funds
3.91%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
26
Increased
104
Reduced
131
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$152M +$3.98M +79,971 +3%
Wells Fargo
2
Wells Fargo
California
$129M -$4.7M -94,438 -4%
LPL Financial
3
LPL Financial
California
$102M -$6.64M -133,501 -6%
UBS Group
4
UBS Group
Switzerland
$88.6M +$1.51M +30,353 +2%
Bank of America
5
Bank of America
North Carolina
$86.6M -$5.63M -113,182 -6%
Raymond James Financial
6
Raymond James Financial
Florida
$59.4M +$1.7M +34,126 +3%
APP
7
Avantax Planning Partners
Iowa
$41.7M +$9.81M +197,138 +31%
MMA
8
Miracle Mile Advisors
California
$35.5M +$3.11M +62,458 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.4M -$480K -9,657 -2%
OIA
10
OneDigital Investment Advisors
Kansas
$27.6M +$6.36M +127,798 +30%
CWM
11
Congress Wealth Management
Massachusetts
$23.3M +$142K +2,859 +0.6%
Osaic Holdings
12
Osaic Holdings
Arizona
$22.6M -$2.11M -42,387 -9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$19.4M +$266K +5,337 +1%
NA
14
NewEdge Advisors
Louisiana
$18.7M -$3.97M -79,728 -17%
Truist Financial
15
Truist Financial
North Carolina
$18.5M +$2.21M +44,362 +14%
Stifel Financial
16
Stifel Financial
Missouri
$18.3M +$642K +12,895 +4%
RWB
17
RMR Wealth Builders
New Jersey
$17.4M +$1.08M +21,785 +7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$17.3M -$2.76M -55,422 -14%
Jane Street
19
Jane Street
New York
$17.3M +$7.85M +157,782 +83%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$16.8M +$729K +14,649 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$12.8M +$1.68M +33,820 +15%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$12.7M +$3.43M +68,909 +37%
SFA
23
Sequoia Financial Advisors
Ohio
$11.3M -$1.32M -26,454 -10%
CAMG
24
CWA Asset Management Group
Florida
$10.7M +$169K +3,404 +2%
FFG
25
Frisch Financial Group
New York
$10.6M +$332K +6,669 +3%

FMB Hedge Fund Activity: Q2 2025 in Review

297 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Managed Municipal ETF (FMB) for Q2 2025, worth a combined $1.44B — down 7.1% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FMB and 26 opened new positions — a net loss of 3 holders — while 131 trimmed existing stakes and 104 added.

The largest buyer was Avantax Planning Partners, adding an estimated $9.81M. The largest seller was Avantax Advisory Services, cutting an estimated $24.5M.

  • 297 institutional investors held First Trust Managed Municipal ETF (FMB) as of Q2 2025, down from 302 in Q1 2025.
  • Funds reported $1.44B of First Trust Managed Municipal ETF stock for Q2 2025, down 7.1% quarter-over-quarter.
  • 26 funds opened new First Trust Managed Municipal ETF positions in Q2 2025 and 29 closed out, a net change of -3 holders.
  • The largest First Trust Managed Municipal ETF buyer in Q2 2025 was Avantax Planning Partners, an estimated $9.81M added.
  • The largest First Trust Managed Municipal ETF seller in Q2 2025 was Avantax Advisory Services, an estimated $24.5M sold.

Based on aggregated 13F filings for Q2 2025.