FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.7B invested in First Trust Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
29
Increased
130
Reduced
102
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$44.2M
2
SFA
2
Sequoia Financial Advisors
Ohio
$26M
3
Jane Street
3
Jane Street
New York
$22.6M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
FTUS
5
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
FHC
4
First Heartland Consultants
Missouri
$1.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
SignalPoint Asset Management
Missouri
$223K – – –
EFS
252
Essex Financial Services
Connecticut
$220K – – –
CA
253
Calton & Associates
Florida
$218K +$159 +3 +0.1%
GCA
254
Genesee Capital Advisors
New York
$218K +$1.06K +20 +0.5%
MCC
255
Money Concepts Capital
Florida
$217K +$217K +4,096 New
DAS
256
Dynamic Advisor Solutions
Arizona
$216K -$12K -227 -5%
GWSG
257
GPS Wealth Strategies Group
Colorado
$215K +$9.27K +175 +5%
AAP
258
Arax Advisory Partners
Colorado
$214K +$186K +3,493 +655%
GWM
259
Gray Wealth Management
Maine
$213K – – –
CWM
260
Comprehensive Wealth Management
Washington
$204K +$204K +3,846 New
PNC Financial Services Group
261
PNC Financial Services Group
Pennsylvania
$188K – – –
CFGS
262
Concourse Financial Group Securities
Alabama
$183K -$482K -9,062 -72%
Bessemer Group
263
Bessemer Group
New Jersey
$177K +$166K +3,124 +1,495%
ODG
264
O'Dell Group
Ohio
$135K +$39.8K +750 +42%
TSWM
265
Tyler-Stone Wealth Management
Ohio
$119K +$585 +11 +0.5%
GRP
266
Global Retirement Partners
California
$109K -$20.4K -400 -16%
TAM
267
Tucker Asset Management
Colorado
$94.3K +$94.3K +1,778 New
FEG
268
Financial Enhancement Group
Indiana
$81K – – –
RCM
269
Raleigh Capital Management
North Carolina
$73K +$1.07K +20 +1%
AIP
270
Ameritas Investment Partners
Nebraska
$69K -$2.28K -43 -3%
WT
271
Washington Trust
Rhode Island
$66K -$1.85M -34,870 -97%
WTA
272
Washington Trust Advisors
Massachusetts
$66K – – –
EIP
273
Ellis Investment Partners
Pennsylvania
$63K +$318 +6 +0.5%
CWA
274
Clearview Wealth Advisors
Oregon
$60K -$110K -2,087 -65%
CWA
275
Core Wealth Advisors
Florida
$60K +$34.3K +651 +133%
9 10
11
12 13