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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.9M
2
PAG
2
Pinnacle Advisory Group
Maryland
$22.7M
3
Jane Street
3
Jane Street
New York
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$90.8M
5
RJA
5
Raymond James & Associates
Florida
$24M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CCG
26
Cypress Capital Group
Florida
$6.52M 120,585 +6,159 +5%
PAG
27
Private Advisor Group
New Jersey
$6.39M 118,149 +21,217 +22%
MML Investors Services
28
MML Investors Services
Massachusetts
$6.11M 112,900 -27,568 -20%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$6.08M 112,442 +16,472 +17%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.8M 107,297 +12,823 +14%
SPIA
31
Steward Partners Investment Advisory
New York
$5.67M 104,813 +52,976 +102%
FHC
32
First Heartland Consultants
Missouri
$5.38M 99,581 +14,772 +17%
Stifel Financial
33
Stifel Financial
Missouri
$4.91M 90,740 +43,278 +91%
BCP
34
Blackhawk Capital Partners
Wisconsin
$4.85M 87,328 -3,631 -4%
SEIA
35
Signature Estate & Investment Advisors
California
$4.53M 83,757 -10,489 -11%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$4.53M 83,816 +83,816 New
GIA
37
Gladstone Institutional Advisory
Florida
$4.43M 81,998 +836 +1%
SWP
38
Stratos Wealth Partners
Ohio
$3.82M 70,672 +43,701 +162%
MI
39
Moneywise Inc
Virginia
$3.72M 68,876 +10,943 +19%
AWA
40
ARQ Wealth Advisors
Arizona
$3.71M 68,677 +68,677 New
ABC
41
Associated Banc-Corp
Wisconsin
$3.58M 66,149 +66,149 New
TPW
42
TL Private Wealth
Texas
$3.48M 65,666 -3,581 -5%
SCA
43
Snowden Capital Advisors
New York
$3.33M 61,562 +2,117 +4%
ECM
44
ETrade Capital Management
Virginia
$3.29M 60,764 +1,053 +2%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$3.29M 60,770 +6,251 +11%
APA
46
American Portfolios Advisors
New York
$3.23M 59,673 +13,232 +28%
TCWM
47
Total Clarity Wealth Management
Illinois
$3.02M 55,766 +2,800 +5%
BFG
48
Barber Financial Group
Kansas
$3.01M 55,731 -2,347 -4%
BRC
49
BHF RG Capital
Arizona
$3M 55,523 – –
IA
50
IFG Advisory
Georgia
$2.9M 53,725 -876 -2%
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