FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

134 hedge funds and large institutions have $621M invested in First Trust Managed Municipal ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
87
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$85M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Bank of America
Bank of America
North Carolina
$66.2M
4
Wells Fargo
Wells Fargo
California
$23M
5
LPL Financial
LPL Financial
California
$36.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
CFG
CMC Financial Group
Georgia
$0
3
WP
WealthSource Partners
California
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$1.41M
5
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$4.84M +$2.77M +49,927 +134%
SEIA
27
Signature Estate & Investment Advisors
California
$4.6M +$420K +7,553 +10%
GIA
28
Gladstone Institutional Advisory
Florida
$4.41M +$1.9M +34,182 +76%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$4.28M +$1.25M +22,516 +41%
PAG
30
Private Advisor Group
New Jersey
$3.99M +$1.17M +21,026 +41%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.37M +$947K +17,051 +39%
FHC
32
First Heartland Consultants
Missouri
$3.25M +$1.25M +22,440 +62%
SCA
33
Snowden Capital Advisors
New York
$3.02M +$410K +7,388 +16%
BFG
34
Barber Financial Group
Kansas
$3.02M +$451K +8,109 +18%
MI
35
Moneywise Inc
Virginia
$2.93M +$240K +4,311 +9%
MA
36
Mutual Advisors
Nebraska
$2.82M +$1M +18,052 +55%
SPIA
37
Steward Partners Investment Advisory
New York
$2.75M +$396K +7,133 +17%
IA
38
IFG Advisory
Georgia
$2.71M +$2.71M +48,771 New
LI
39
LVZ Inc
Michigan
$2.55M +$114K +2,049 +5%
SFS
40
Sowell Financial Services
Arkansas
$2.53M +$2.53M +45,446 New
FEG
41
Financial Enhancement Group
Indiana
$2.49M +$2.44M +43,886 +4,620%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$2.43M +$659K +11,853 +37%
NFG
43
Next Financial Group
Texas
$2.41M +$1.96M +35,369 +441%
ECM
44
ETrade Capital Management
Virginia
$2.37M +$895K +16,104 +61%
CCA
45
Clearwater Capital Advisors
Illinois
$2.31M -$50K -900 -2%
Stifel Financial
46
Stifel Financial
Missouri
$2.22M +$1.88M +33,787 +556%
NWM
47
Northwest Wealth Management
Iowa
$2.2M -$69K -1,242 -3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.17M +$13.6K +245 +0.6%
AC
49
Avestar Capital
New York
$2.13M -$86.4K -1,556 -4%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$2.06M -$54.7K -985 -3%
1
2
3 4 5