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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

72 hedge funds and large institutions have $189M invested in First Trust Managed Municipal ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
41
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
Legacy Private Trust
Wisconsin
+$12.3M
2
Morgan Stanley
Morgan Stanley
New York
+$10.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.31M
4
UBS Group
UBS Group
Switzerland
+$3.08M
5
Bank of America
Bank of America
North Carolina
+$2.44M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$5.23M
2
FAAS
First Allied Advisory Services
California
-$733K
3
Citadel Advisors
Citadel Advisors
Florida
-$677K
4
PCM
Prelude Capital Management
New York
-$676K
5
Goldman Sachs
Goldman Sachs
New York
-$606K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
26
Blackhawk Capital Partners
Wisconsin
$1.03M +$47.9K +912 +5%
FA
27
FMA Advisory
Pennsylvania
$905K +$2.53K +48 +0.3%
FAAS
28
First Allied Advisory Services
California
$873K -$733K -13,964 -46%
LA
29
LexAurum Advisors
Kansas
$871K +$88.8K +1,688 +11%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$694K -$156K -2,975 -18%
APA
31
American Portfolios Advisors
New York
$649K +$332K +6,306 +105%
WWM
32
Wagner Wealth Management
South Carolina
$643K +$139K +2,642 +28%
BWM
33
BerganKDV Wealth Management
Minnesota
$599K +$118K +2,244 +25%
CCG
34
Cypress Capital Group
Florida
$569K +$569K +10,835 New
OAM
35
Occidental Asset Management
California
$552K – – –
QCIG
36
Quad-Cities Investment Group
Iowa
$520K +$520K +9,904 New
Wells Fargo
37
Wells Fargo
California
$462K +$77.8K +1,480 +20%
CIAS
38
Capital Investment Advisory Services
North Carolina
$402K – – –
NFG
39
Next Financial Group
Texas
$393K +$393K +7,467 New
CAN
40
Cetera Advisor Networks
California
$362K +$128K +2,438 +55%
RIA
41
Regal Investment Advisors
Michigan
$311K +$263 +5 +0.1%
Stifel Financial
42
Stifel Financial
Missouri
$309K +$104K +1,968 +50%
CFC
43
Coyle Financial Counsel
Illinois
$305K – – –
PAG
44
Private Advisor Group
New Jersey
$287K +$26.6K +506 +10%
LI
45
LVZ Inc
Michigan
$286K +$78K +1,485 +38%
PA
46
PFG Advisors
Arizona
$272K – – –
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$271K -$174K -3,301 -39%
KA
48
Kovack Advisors
Florida
$270K +$421 +8 +0.2%
AFC
49
AFT Forsyth & Company
Florida
$263K – – –
HFS
50
HL Financial Services
Kentucky
$239K +$23.3K +443 +11%
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