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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

123 hedge funds and large institutions have $493M invested in First Trust Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
78
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.7M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
Morgan Stanley
Morgan Stanley
New York
+$8.94M
4
LPL Financial
LPL Financial
California
+$8.06M
5
AAS
Avantax Advisory Services
Texas
+$7.51M

Top Sellers

1
BCP
Blackhawk Capital Partners
Wisconsin
-$1.4M
2
SB
Suntrust Banks
Georgia
-$865K
3
MSAM
Moloney Securities Asset Management
Missouri
-$797K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$480K
5
IWM
IHT Wealth Management
Illinois
-$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
51
LexAurum Advisors
Kansas
$1.52M -$53.9K -983 -3%
ECM
52
ETrade Capital Management
Virginia
$1.45M +$683K +12,473 +89%
SCM
53
Smith Capital Management
Arkansas
$1.42M +$44.6K +815 +3%
NA
54
NewEdge Advisors
Louisiana
$1.38M +$300K +5,487 +28%
MIC
55
Means Investment Company
Maine
$1.21M -$64.8K -1,180 -5%
FTUS
56
Flow Traders U.S.
New York
$1.08M +$1.08M +19,798 New
FAAS
57
First Allied Advisory Services
California
$1.07M +$17.9K +327 +2%
CIAS
58
Capital Investment Advisory Services
North Carolina
$983K +$300K +5,450 +44%
FF
59
Fluent Financial
Texas
$950K +$21.4K +391 +2%
CAN
60
Cetera Advisor Networks
California
$895K -$2.25K -41 -0.3%
CFG
61
Cooper Financial Group
California
$895K +$895K +16,345 New
CFG
62
CMC Financial Group
Georgia
$884K +$884K +16,133 New
FAIM
63
Financial Advocates Investment Management
Washington
$851K +$525K +9,579 +161%
IWM
64
IHT Wealth Management
Illinois
$841K -$433K -7,905 -34%
MIAN
65
Mariner Independent Advisor Network
Kansas
$822K +$100K +1,829 +14%
OAM
66
Occidental Asset Management
California
$811K – – –
OIA
67
OneDigital Investment Advisors
Kansas
$745K -$247K -4,516 -25%
FA
68
FMA Advisory
Pennsylvania
$725K -$205K -3,742 -22%
GTAM
69
Global Trust Asset Management
Florida
$675K +$182K +3,327 +37%
SWA
70
Stratos Wealth Advisors
Ohio
$578K +$578K +10,546 New
Ameriprise
71
Ameriprise
Minnesota
$572K +$60.2K +1,100 +12%
BTS
72
BB&T Securities
Virginia
$570K +$213K +3,888 +60%
RCAG
73
Rehmann Capital Advisory Group
Michigan
$569K +$150K +2,732 +36%
ASN
74
Advisory Services Network
Georgia
$545K +$523K +9,540 +2,333%
HCIA
75
Hochman Cole Investment Advisors
Illinois
$544K – – –
1 2
3
4 5