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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$78.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M
5
LPL Financial
5
LPL Financial
California
$45.1M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$109K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
NFG
3
Next Financial Group
Texas
$1.12M
4
PCM
4
Prelude Capital Management
New York
$0
5
NWM
5
Northwest Wealth Management
Iowa
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$5.38M 96,932 +25,123 +35%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$5.33M 95,970 +18,885 +24%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$5.25M 94,474 +33,898 +56%
SEIA
29
Signature Estate & Investment Advisors
California
$5.24M 94,246 +11,506 +14%
Jane Street
30
Jane Street
New York
$5.13M 92,420 +3,630 +4%
BCP
31
Blackhawk Capital Partners
Wisconsin
$5.05M 90,959 – –
FHC
32
First Heartland Consultants
Missouri
$4.71M 84,809 +26,246 +45%
GIA
33
Gladstone Institutional Advisory
Florida
$4.51M 81,162 +1,782 +2%
TPW
34
TL Private Wealth
Texas
$3.91M 69,247 +69,247 New
ECM
35
ETrade Capital Management
Virginia
$3.32M 59,711 +17,098 +40%
SCA
36
Snowden Capital Advisors
New York
$3.3M 59,445 +5,076 +9%
BFG
37
Barber Financial Group
Kansas
$3.23M 58,078 +3,815 +7%
MI
38
Moneywise Inc
Virginia
$3.22M 57,933 +5,250 +10%
BRC
39
BHF RG Capital
Arizona
$3.08M 55,523 +55,523 New
IA
40
IFG Advisory
Georgia
$3.03M 54,601 +5,830 +12%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.03M 54,519 +10,875 +25%
TCWM
42
Total Clarity Wealth Management
Illinois
$2.94M 52,966 +52,966 New
SPIA
43
Steward Partners Investment Advisory
New York
$2.88M 51,837 +2,327 +5%
APWM
44
Atlas Private Wealth Management
New York
$2.78M 50,120 +50,120 New
MA
45
Mutual Advisors
Nebraska
$2.65M 47,679 -3,108 -6%
Stifel Financial
46
Stifel Financial
Missouri
$2.64M 47,462 +7,598 +19%
APA
47
American Portfolios Advisors
New York
$2.58M 46,441 +11,875 +34%
FEG
48
Financial Enhancement Group
Indiana
$2.57M 46,171 +1,335 +3%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$2.44M 43,993 +6,889 +19%
LI
50
LVZ Inc
Michigan
$2.44M 43,850 -1,956 -4%
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