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First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SFPG
226
Stonebridge Financial Planning Group
Florida
$300K -$85.9K -1,549 -22%
BWM
227
BlackDiamond Wealth Management
New York
$296K +$296K +5,202 New
PWP
228
Principle Wealth Partners
Connecticut
$295K
JSW
229
Journey Strategic Wealth
New Jersey
$293K +$293K +5,140 New
SFG
230
Sovereign Financial Group
Connecticut
$291K +$12.2K +214 +4%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$290K +$9.68K +170 +3%
IWA
232
Inspirion Wealth Advisors
Illinois
$282K -$10.8K -190 -4%
BEI
233
Benjamin Edwards Inc
Missouri
$278K +$15.6K +274 +6%
IF
234
Intrua Financial
Texas
$261K +$261K +4,580 New
HNW
235
High Note Wealth
Minnesota
$255K
PMFA
236
Plante Moran Financial Advisors
Michigan
$250K
GSWM
237
Golden State Wealth Management
California
$246K
DAS
238
Dynamic Advisor Solutions
Arizona
$245K +$29.7K +522 +14%
WIA
239
World Investment Advisors
California
$244K
EWM
240
EPG Wealth Management
Georgia
$244K +$570 +10 +0.2%
MA
241
MBA Advisors
Pennsylvania
$241K
SAM
242
SignalPoint Asset Management
Missouri
$239K
EFS
243
Essex Financial Services
Connecticut
$237K
BPA
244
Beacon Pointe Advisors
California
$237K +$1.14K +20 +0.5%
CA
245
Calton & Associates
Florida
$234K +$114 +2 +0%
GCA
246
Genesee Capital Advisors
New York
$233K +$1.09K +19 +0.5%
GWM
247
Gray Wealth Management
Maine
$229K -$10.5K -185 -4%
GWSG
248
GPS Wealth Strategies Group
Colorado
$221K
PA
249
PFG Advisors
Arizona
$219K -$47.8K -839 -18%
VWA
250
Visionary Wealth Advisors
Illinois
$217K +$217K +3,801 New