FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

85 hedge funds and large institutions have $310M invested in First Trust Managed Municipal ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
50
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$60.6M
2
UBS Group
UBS Group
Switzerland
+$10.1M
3
Morgan Stanley
Morgan Stanley
New York
+$4.83M
4
BCP
Blackhawk Capital Partners
Wisconsin
+$3.42M
5
Bank of America
Bank of America
North Carolina
+$3.19M

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$4.72M
2
VF
Virtu Financial
New York
-$1.82M
3
CWM
Cornerstone Wealth Management
Missouri
-$1.5M
4
LPL Financial
LPL Financial
California
-$1.13M
5
PCM
Prelude Capital Management
New York
-$560K
Name Holding Trade Value Shares
Change 		Shares
Change %
FAAS
26
First Allied Advisory Services
California
$1.57M +$57K +1,091 +4%
SCA
27
Snowden Capital Advisors
New York
$1.55M +$390K +7,475 +34%
MMHP
28
Murphy Middleton Hinkle & Parker
Georgia
$1.51M +$150K +2,867 +11%
LA
29
LexAurum Advisors
Kansas
$1.4M +$494K +9,460 +55%
LI
30
LVZ Inc
Michigan
$1.32M +$1.32M +25,381 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.24M +$548K +10,476 +79%
UR
32
USCA RIA
Texas
$1.21M +$31.4K +602 +3%
FHC
33
First Heartland Consultants
Missouri
$1.21M +$517K +9,894 +75%
BFG
34
Barber Financial Group
Kansas
$1.14M +$553K +10,589 +94%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.12M +$52.6K +1,006 +5%
CAN
36
Cetera Advisor Networks
California
$1.03M +$533K +10,183 +106%
HCIA
37
Hochman Cole Investment Advisors
Illinois
$1.02M -$121K -2,313 -11%
PAG
38
Private Advisor Group
New Jersey
$934K +$534K +10,238 +134%
FA
39
FMA Advisory
Pennsylvania
$894K -$7.26K -139 -0.8%
Citadel Advisors
40
Citadel Advisors
Florida
$816K +$816K +15,617 New
APA
41
American Portfolios Advisors
New York
$745K +$1.99K +38 +0.3%
WWM
42
Wagner Wealth Management
South Carolina
$700K +$56.5K +1,081 +9%
QCIG
43
Quad-Cities Investment Group
Iowa
$675K +$59.5K +1,139 +10%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$664K +$3.4K +65 +0.5%
OAM
45
Occidental Asset Management
California
$622K +$73.2K +1,400 +13%
MSAM
46
Moloney Securities Asset Management
Missouri
$618K +$618K +11,828 New
BWM
47
BerganKDV Wealth Management
Minnesota
$511K -$164K -3,137 -24%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$415K +$415K +7,949 New
NWM
49
Northwest Wealth Management
Iowa
$412K +$298K +5,710 +262%
CWM
50
Cornerstone Wealth Management
Missouri
$405K -$1.5M -79,745 -79%
1
2
3 4