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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

202 hedge funds and large institutions have $1.08B invested in First Trust Managed Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
21
Increased
112
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$66M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.35M
4
Wells Fargo
4
Wells Fargo
California
$69.1M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$5.98M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$8.78M
2
OAM
2
Oppenheimer Asset Management
New York
$5.15M
3
Jane Street
3
Jane Street
New York
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$4.82M
5
UBS Group
5
UBS Group
Switzerland
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$8.35M +$8.35M +150,191 New
KAS
27
Kestra Advisory Services
Texas
$8.04M +$8.04M +144,050 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$7.44M – – –
PAG
29
Private Advisor Group
New Jersey
$7.27M +$395K +7,104 +6%
FHC
30
First Heartland Consultants
Missouri
$7.16M +$855K +15,371 +14%
MML Investors Services
31
MML Investors Services
Massachusetts
$6.75M +$321K +5,774 +5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$6.49M +$307K +5,528 +5%
SCA
33
Snowden Capital Advisors
New York
$6.19M +$15.5K +278 +0.3%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$6M +$331K +5,956 +6%
PWMG
35
Prestige Wealth Management Group
New Jersey
$5.98M +$5.98M +107,508 New
Stifel Financial
36
Stifel Financial
Missouri
$5.78M +$329K +5,920 +6%
LBD
37
Landsberg Bennett & Dubbaneh
Florida
$5.69M +$5.69M +102,102 New
SPIA
38
Steward Partners Investment Advisory
New York
$5.54M -$1.26M -22,591 -18%
BCP
39
Blackhawk Capital Partners
Wisconsin
$5.38M +$331K +6,009 +7%
OMC
40
Old Mission Capital
Illinois
$5.3M +$5.3M +95,233 New
OAM
41
Oppenheimer Asset Management
New York
$5.15M -$5.83M -104,864 -53%
SWP
42
Stratos Wealth Partners
Ohio
$5.12M +$503K +9,048 +11%
ABC
43
Associated Banc-Corp
Wisconsin
$4.98M +$1.07M +19,285 +27%
FEG
44
Financial Enhancement Group
Indiana
$4.89M +$1.97M +35,339 +67%
GIA
45
Gladstone Institutional Advisory
Florida
$4.82M -$2.05M -36,945 -30%
TPW
46
TL Private Wealth
Texas
$4.59M +$163K +2,937 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$4.44M +$53.9K +969 +1%
LA
48
LexAurum Advisors
Kansas
$4.28M +$4.28M +76,982 New
APWA
49
Atlas Private Wealth Advisors
New Jersey
$4.18M -$98.5K -1,771 -2%
SEIA
50
Signature Estate & Investment Advisors
California
$4.02M +$238K +4,288 +6%
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