FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

110 hedge funds and large institutions have $380M invested in First Trust Managed Municipal ETF in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 4 closing their positions.

Holders
110
Holders Change
+16
Holders Change %
+17.02%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
22
Increased
55
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OAM
1
Oppenheimer Asset Management
New York
$11.3M
2
OAJ
2
Ogorek Anthony Joseph
New York
$10.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$66.6M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$7.44M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$48M
2
MI
2
Moneywise Inc
Virginia
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.68M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.14M
5
FAAS
5
First Allied Advisory Services
California
$1.04M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.14M 39,822 -13,868 -26%
GVAG
27
Great Valley Advisor Group
Delaware
$2.13M 39,597 +39,597 New
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$2.08M 38,584 +256 +0.7%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.01M 37,335 +18,582 +99%
PAG
30
Private Advisor Group
New Jersey
$1.98M 36,848 +9,834 +36%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.91M 35,461 +5,159 +17%
AC
32
Avestar Capital
New York
$1.88M 35,123 +2,281 +7%
FHC
33
First Heartland Consultants
Missouri
$1.72M 31,847 +8,437 +36%
MML Investors Services
34
MML Investors Services
Massachusetts
$1.68M 31,276 -27,635 -47%
Wells Fargo
35
Wells Fargo
California
$1.66M 30,830 -700 -2%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.63M 30,267 -2,274 -7%
LA
37
LexAurum Advisors
Kansas
$1.55M 28,764 +1,817 +7%
UR
38
USCA RIA
Texas
$1.44M 26,706 +6,044 +29%
MMHP
39
Murphy Middleton Hinkle & Parker
Georgia
$1.42M 26,313 +3 +0%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.39M 25,717 +3,488 +16%
Citigroup
41
Citigroup
New York
$1.37M 25,500 +25,500 New
LI
42
LVZ Inc
Michigan
$1.36M 25,327 -44 -0.2%
SCM
43
Smith Capital Management
Arkansas
$1.35M 25,115 -665 -3%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$1.33M 24,632 -2,365 -9%
WC
45
Whitnell & Co
Illinois
$1.32M 24,577 +7,587 +45%
IWM
46
IHT Wealth Management
Illinois
$1.25M 23,267 +23,267 New
MIC
47
Means Investment Company
Maine
$1.25M 23,245 +696 +3%
NA
48
NewEdge Advisors
Louisiana
$1.06M 19,752 +442 +2%
FAAS
49
First Allied Advisory Services
California
$1.04M 19,250 -11,907 -38%
OIA
50
OneDigital Investment Advisors
Kansas
$976K 18,123 +12,492 +222%
1
2
3 4 5