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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

76 hedge funds and large institutions have $216M invested in First Trust Managed Municipal ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
43
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.1M
2
LPL Financial
LPL Financial
California
+$10.3M
3
Morgan Stanley
Morgan Stanley
New York
+$2.89M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.49M
5
CWM
Cornerstone Wealth Management
Missouri
+$1.92M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.31M
2
Bank of America
Bank of America
North Carolina
-$4.71M
3
LPT
Legacy Private Trust
Wisconsin
-$2.09M
4
ACM
Aviance Capital Management
Florida
-$1.65M
5
HighTower Advisors
HighTower Advisors
Illinois
-$913K
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
26
Moneywise Inc
Virginia
$1.18M +$1.18M +22,342 New
SCA
27
Snowden Capital Advisors
New York
$1.17M -$166K -3,160 -12%
HCIA
28
Hochman Cole Investment Advisors
Illinois
$1.15M +$1.15M +21,759 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.08M +$23.5K +446 +2%
FA
30
FMA Advisory
Pennsylvania
$909K +$2.69K +51 +0.3%
LA
31
LexAurum Advisors
Kansas
$908K +$36.2K +687 +4%
APA
32
American Portfolios Advisors
New York
$750K +$100K +1,900 +15%
FHC
33
First Heartland Consultants
Missouri
$699K -$381K -7,231 -35%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$694K – – –
BWM
35
BerganKDV Wealth Management
Minnesota
$681K +$80.6K +1,529 +13%
CCG
36
Cypress Capital Group
Florida
$666K +$94.9K +1,800 +17%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$666K +$395K +7,493 +145%
WWM
38
Wagner Wealth Management
South Carolina
$649K +$4.16K +79 +0.6%
QCIG
39
Quad-Cities Investment Group
Iowa
$621K +$99.5K +1,889 +19%
BFG
40
Barber Financial Group
Kansas
$595K +$595K +11,303 New
PCM
41
Prelude Capital Management
New York
$574K +$356K +6,760 +164%
OAM
42
Occidental Asset Management
California
$553K – – –
GAG
43
GM Advisory Group
New York
$551K +$332K +6,300 +151%
CAN
44
Cetera Advisor Networks
California
$508K +$142K +2,682 +39%
PAG
45
Private Advisor Group
New Jersey
$403K +$116K +2,196 +40%
CIAS
46
Capital Investment Advisory Services
North Carolina
$402K – – –
NFG
47
Next Financial Group
Texas
$306K -$87.1K -1,655 -22%
CFC
48
Coyle Financial Counsel
Illinois
$305K – – –
PA
49
PFG Advisors
Arizona
$272K +$105 +2 +0%
AFC
50
AFT Forsyth & Company
Florida
$263K – – –
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