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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

72 hedge funds and large institutions have $189M invested in First Trust Managed Municipal ETF in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+8
Holders Change %
+12.5%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
41
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPT
Legacy Private Trust
Wisconsin
+$12.3M
2
Morgan Stanley
Morgan Stanley
New York
+$10.8M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.31M
4
UBS Group
UBS Group
Switzerland
+$3.08M
5
Bank of America
Bank of America
North Carolina
+$2.44M

Top Sellers

1
ACM
Aviance Capital Management
Florida
-$5.23M
2
FAAS
First Allied Advisory Services
California
-$733K
3
Citadel Advisors
Citadel Advisors
Florida
-$677K
4
PCM
Prelude Capital Management
New York
-$676K
5
Goldman Sachs
Goldman Sachs
New York
-$606K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
51
Arete Wealth Advisors
Illinois
$234K +$234K +4,442 New
CA
52
Cetera Advisors
Colorado
$228K +$24.9K +475 +12%
GAG
53
GM Advisory Group
New York
$219K +$219K +4,170 New
PCM
54
Prelude Capital Management
New York
$217K -$676K -12,878 -76%
SWP
55
Stratos Wealth Partners
Ohio
$194K +$65.6K +1,250 +51%
GWM
56
Geneos Wealth Management
Colorado
$167K +$112K +2,126 +202%
IWM
57
IHT Wealth Management
Illinois
$143K +$77.4K +1,475 +118%
CF
58
Centaurus Financial
California
$138K +$138K +2,631 New
PMFA
59
Plante Moran Financial Advisors
Michigan
$88K – – –
AIS
60
Accurate Investment Solutions
Pennsylvania
$79K +$79K +1,508 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$75K +$75K +1,425 New
WEC
62
Winslow Evans & Crocker
Massachusetts
$62.3K +$52.5K +1,000 +538%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$60K +$316 +6 +0.5%
SPIA
64
Steward Partners Investment Advisory
New York
$46K -$9.29K -180 -17%
AIP
65
Ameritas Investment Partners
Nebraska
$41K +$4.38K +85 +12%
NWM
66
Northwest Wealth Management
Iowa
$19K +$19K +355 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$18K -$43.3K -833 -71%
LFG
68
LifePlan Financial Group
Ohio
$10K +$10K +182 New
FHA
69
First Horizon Advisors
Tennessee
$6K +$50 +1 +0.8%
GI
70
Gradient Investments
Minnesota
$2K +$2K +29 New
VFA
71
Valeo Financial Advisors
Indiana
$2K +$2K +30 New
Citigroup
72
Citigroup
New York
$1K – – –
Citadel Advisors
73
Citadel Advisors
Florida
– -$677K -12,652 Closed
Goldman Sachs
74
Goldman Sachs
New York
– -$606K -11,321 Closed
MA
75
MUFG Americas
New York
– -$48K -900 Closed
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