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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
CAMG
2
CWA Asset Management Group
Florida
$18.3M
3
LPL Financial
3
LPL Financial
California
$77.7M
4
LBD
4
Landsberg Bennett & Dubbaneh
Florida
$13.9M
5
AWA
5
ARQ Wealth Advisors
Arizona
$7.07M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.42M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
OMC
3
Old Mission Capital
Illinois
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCG
26
Cypress Capital Group
Florida
$9.47M +$629K +11,095 +7%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$9.21M +$257K +4,524 +3%
EIA
28
Eldridge Investment Advisors
New Hampshire
$8.75M +$92.5K +1,631 +1%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.59M +$1.97M +34,733 +30%
PAG
30
Private Advisor Group
New Jersey
$7.86M +$434K +7,659 +6%
FHC
31
First Heartland Consultants
Missouri
$7.71M +$403K +7,110 +6%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$7.44M – – –
MML Investors Services
33
MML Investors Services
Massachusetts
$7.43M +$548K +9,659 +8%
AWA
34
ARQ Wealth Advisors
Arizona
$7.07M +$7.07M +124,650 New
PWMG
35
Prestige Wealth Management Group
New Jersey
$6.72M +$619K +10,909 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$6.63M +$505K +8,896 +8%
FPWM
37
FSB Premier Wealth Management
Iowa
$6.58M +$6.58M +116,021 New
Stifel Financial
38
Stifel Financial
Missouri
$6.5M +$603K +10,621 +10%
SPIA
39
Steward Partners Investment Advisory
New York
$6.3M +$640K +11,280 +11%
SWP
40
Stratos Wealth Partners
Ohio
$6.17M +$945K +16,661 +18%
BCP
41
Blackhawk Capital Partners
Wisconsin
$5.7M +$255K +4,591 +5%
FEG
42
Financial Enhancement Group
Indiana
$5.56M +$576K +10,147 +12%
SCA
43
Snowden Capital Advisors
New York
$5.49M -$833K -14,683 -13%
SEIA
44
Signature Estate & Investment Advisors
California
$5.3M +$1.19M +21,009 +29%
ABC
45
Associated Banc-Corp
Wisconsin
$4.97M -$113K -1,988 -2%
TPW
46
TL Private Wealth
Texas
$4.86M +$152K +2,675 +3%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$4.85M +$320K +5,650 +7%
Renaissance Technologies
48
Renaissance Technologies
New York
$4.64M +$4.64M +81,800 New
APWA
49
Atlas Private Wealth Advisors
New Jersey
$4.4M +$133K +2,352 +3%
MA
50
Mutual Advisors
Nebraska
$4.28M +$608K +10,722 +17%
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