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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$102M
2
AWA
ARQ Wealth Advisors
Arizona
$8.37M
3
Wells Fargo
Wells Fargo
California
$92M
4
HW
Hedeker Wealth
Illinois
$6.51M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$2.26M
2
FEG
Financial Enhancement Group
Indiana
$87K
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
226
Benjamin F. Edwards & Company
Missouri
$96K -$47.9K -847 -33%
FEG
227
Financial Enhancement Group
Indiana
$87K -$6.05M -106,088 -99%
WT
228
Washington Trust
Rhode Island
$79K – – –
FHA
229
First Horizon Advisors
Tennessee
$74K +$74K +1,310 New
EIP
230
Ellis Investment Partners
Pennsylvania
$66K +$337 +6 +0.5%
CAPTRUST Financial Advisors
231
CAPTRUST Financial Advisors
North Carolina
$57K – – –
AIP
232
Ameritas Investment Partners
Nebraska
$56K +$24.9K +440 +80%
AF
233
Advisornet Financial
Minnesota
$44K – – –
FFA
234
Freedman Financial Associates
Massachusetts
$43K – – –
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$42K +$25.1K +445 +148%
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$41K -$2.87K -50 -7%
PNC Financial Services Group
237
PNC Financial Services Group
Pennsylvania
$33K -$41.8K -736 -56%
CHA
238
Carmichael Hill & Associates
Maryland
$33K – – –
CTC
239
Central Trust Company
Missouri
$33K +$33K +580 New
AAP
240
Arax Advisory Partners
Colorado
$30K – – –
CWA
241
Core Wealth Advisors
Florida
$28K -$167K -2,908 -86%
JCM
242
Jacobi Capital Management
Pennsylvania
$23K +$8.68K +152 +61%
HWMA
243
Heritage Wealth Management (Arizona)
Arizona
$19K +$742 +13 +4%
CWA
244
Clearview Wealth Advisors
Oregon
$18K +$18K +320 New
NFSG
245
Newbridge Financial Services Group
Florida
$13K – – –
RCM
246
Robinson Capital Management
Michigan
$6K – – –
Renaissance Technologies
247
Renaissance Technologies
New York
– -$3.91M -68,301 Closed
Citadel Advisors
248
Citadel Advisors
Florida
– -$3.39M -59,177 Closed
CRI
249
Colonial River Investments
Virginia
– -$1.19M -57,668 Closed
FTUS
250
Flow Traders U.S.
New York
– -$2.42M -42,213 Closed
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