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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

64 hedge funds and large institutions have $150M invested in First Trust Managed Municipal ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
64
Holders Change
+20
Holders Change %
+45.45%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
26
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$37.8M
2
Bank of America
2
Bank of America
North Carolina
$29.2M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.84M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.3M
5
UBS Group
5
UBS Group
Switzerland
$3.99M

Top Sellers

1
IH
1
IFC Holdings
Florida
$0
2
ACM
2
Aviance Capital Management
Florida
$7.24M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$606K
5
CP
5
Camelot Portfolios
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$865K +$159K +2,966 +22%
FHC
27
First Heartland Consultants
Missouri
$821K -$69.5K -1,299 -8%
LA
28
LexAurum Advisors
Kansas
$792K +$792K +14,866 New
Citadel Advisors
29
Citadel Advisors
Florida
$677K +$677K +12,652 New
Goldman Sachs
30
Goldman Sachs
New York
$606K -$358K -6,689 -37%
OAM
31
Occidental Asset Management
California
$562K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$548K +$341K +6,359 +164%
WWM
33
Wagner Wealth Management
South Carolina
$512K +$512K +9,593 New
BWM
34
BerganKDV Wealth Management
Minnesota
$490K +$24.2K +452 +5%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$452K +$77.2K +1,443 +21%
HighTower Advisors
36
HighTower Advisors
Illinois
$435K +$1.39K +26 +0.3%
CIAS
37
Capital Investment Advisory Services
North Carolina
$409K – – –
Wells Fargo
38
Wells Fargo
California
$392K +$643 +12 +0.2%
APA
39
American Portfolios Advisors
New York
$323K +$323K +6,026 New
RIA
40
Regal Investment Advisors
Michigan
$316K -$9.31K -174 -3%
CFC
41
Coyle Financial Counsel
Illinois
$310K +$310K +5,800 New
AIP
42
Ameritas Investment Partners
Nebraska
$281K +$249K +631 +789%
PA
43
PFG Advisors
Arizona
$276K +$276K +5,166 New
KA
44
Kovack Advisors
Florida
$274K +$274K +5,123 New
AFC
45
AFT Forsyth & Company
Florida
$268K +$268K +5,000 New
PAG
46
Private Advisor Group
New Jersey
$264K -$178K -3,342 -40%
CAN
47
Cetera Advisor Networks
California
$238K +$238K +4,454 New
HFS
48
HL Financial Services
Kentucky
$219K -$69.3K -1,298 -24%
LI
49
LVZ Inc
Michigan
$212K – – –
Stifel Financial
50
Stifel Financial
Missouri
$207K -$477 -9 -0.2%
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