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First Trust Managed Municipal ETF

85 hedge funds and large institutions have $310M invested in First Trust Managed Municipal ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
50
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$399K
HFS
52
HL Financial Services
Kentucky
$365K +$118K +2,266 +48%
CA
53
Cetera Advisors
Colorado
$301K +$53.9K +1,028 +22%
PA
54
PFG Advisors
Arizona
$274K +$6.37K +123 +2%
MHS
55
M Holdings Securities
Oregon
$273K +$273K +5,228 New
AFC
56
AFT Forsyth & Company
Florida
$261K
AWA
57
Arete Wealth Advisors
Illinois
$252K +$28.9K +554 +13%
WC
58
Whitnell & Co
Illinois
$243K +$193K +3,696 +387%
NA
59
NewEdge Advisors
Louisiana
$241K +$241K +4,619 New
WP
60
WealthSource Partners
California
$234K +$21.2K +407 +10%
RIA
61
Regal Investment Advisors
Michigan
$221K -$36.4K -695 -14%
GWM
62
Geneos Wealth Management
Colorado
$182K +$4.9K +94 +3%
SWP
63
Stratos Wealth Partners
Ohio
$160K +$160K +3,056 New
WEC
64
Winslow Evans & Crocker
Massachusetts
$148K +$74K +1,400 +100%
TNBTD
65
Trustmark National Bank Trust Department
Mississippi
$131K +$131K +2,500 New
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$129K +$27.5K +526 +27%
PMFA
67
Plante Moran Financial Advisors
Michigan
$124K
SFM
68
Signet Financial Management
New Jersey
$94K -$26.1K -500 -22%
SPIA
69
Steward Partners Investment Advisory
New York
$88K +$9.44K +181 +12%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$61K
MCM
71
Mainstay Capital Management
Michigan
$60K
BFEC
72
Benjamin F. Edwards & Company
Missouri
$60K +$312 +6 +0.5%
AIP
73
Ameritas Investment Partners
Nebraska
$45K +$2.4K +46 +6%
AIS
74
Accurate Investment Solutions
Pennsylvania
$40K
IA
75
IFP Advisors
Florida
$21K +$19.7K +380 +1,520%