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First Trust Managed Municipal ETF

76 hedge funds and large institutions have $216M invested in First Trust Managed Municipal ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
43
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
51
Regal Investment Advisors
Michigan
$259K -$52.5K -996 -17%
HFS
52
HL Financial Services
Kentucky
$248K +$9.05K +172 +4%
CA
53
Cetera Advisors
Colorado
$248K +$19.5K +370 +9%
AWA
54
Arete Wealth Advisors
Illinois
$225K -$8.79K -167 -4%
WP
55
WealthSource Partners
California
$215K +$215K +4,075 New
GWM
56
Geneos Wealth Management
Colorado
$179K +$11.8K +225 +7%
CF
57
Centaurus Financial
California
$140K +$1.11K +21 +0.8%
PMFA
58
Plante Moran Financial Advisors
Michigan
$125K +$36.9K +700 +42%
SFM
59
Signet Financial Management
New Jersey
$121K +$121K +2,300 New
NWM
60
Northwest Wealth Management
Iowa
$115K +$96.3K +1,824 +514%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$102K +$27.2K +517 +36%
SPIA
62
Steward Partners Investment Advisory
New York
$79K +$32.3K +615 +69%
WEC
63
Winslow Evans & Crocker
Massachusetts
$74K +$11.3K +214 +18%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$62K +$62K +1,171 New
BFEC
65
Benjamin F. Edwards & Company
Missouri
$60K +$262 +5 +0.4%
MCM
66
Mainstay Capital Management
Michigan
$60K +$60K +1,140 New
WC
67
Whitnell & Co
Illinois
$50K +$50K +954 New
AIP
68
Ameritas Investment Partners
Nebraska
$43K +$1.16K +22 +3%
AIS
69
Accurate Investment Solutions
Pennsylvania
$40K -$39K -744 -49%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$40K +$21.8K +416 +120%
FHA
71
First Horizon Advisors
Tennessee
$16K +$9.78K +190 +157%
LFG
72
LifePlan Financial Group
Ohio
$15K +$5.11K +94 +52%
ACM
73
Aviance Capital Management
Florida
$3K -$1.65M -35,672 -100%
GI
74
Gradient Investments
Minnesota
$2K
Citigroup
75
Citigroup
New York
$1K