FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

134 hedge funds and large institutions have $621M invested in First Trust Managed Municipal ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
87
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$85M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Bank of America
Bank of America
North Carolina
$66.2M
4
Wells Fargo
Wells Fargo
California
$23M
5
LPL Financial
LPL Financial
California
$36.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
CFG
CMC Financial Group
Georgia
$0
3
WP
WealthSource Partners
California
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$1.41M
5
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
WC
51
Whitnell & Co
Illinois
$2.03M +$45.8K +824 +2%
LA
52
LexAurum Advisors
Kansas
$1.98M +$432K +7,772 +28%
APA
53
American Portfolios Advisors
New York
$1.92M +$257K +4,632 +15%
GVAG
54
Great Valley Advisor Group
Delaware
$1.75M -$32.3K -582 -2%
NA
55
NewEdge Advisors
Louisiana
$1.67M +$270K +4,854 +19%
TFS
56
Thoroughbred Financial Services
Tennessee
$1.65M +$1.65M +29,610 New
UR
57
USCA RIA
Texas
$1.59M -$20.6K -371 -1%
SCM
58
Smith Capital Management
Arkansas
$1.44M – – –
MMHP
59
Murphy Middleton Hinkle & Parker
Georgia
$1.42M -$150K -2,696 -10%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.41M -$192K -3,464 -12%
GIM
61
Greenwich Investment Management
Connecticut
$1.3M +$1.09M +19,693 +525%
FAIM
62
Financial Advocates Investment Management
Washington
$1.29M +$422K +7,599 +49%
CAN
63
Cetera Advisor Networks
California
$1.21M +$305K +5,470 +34%
MIC
64
Means Investment Company
Maine
$1.21M -$11.7K -212 -1%
AIC
65
Ameritas Investment Company
Nebraska
$1.2M +$769K +13,845 +180%
FAAS
66
First Allied Advisory Services
California
$1.11M +$25.6K +461 +2%
CIAS
67
Capital Investment Advisory Services
North Carolina
$1.07M +$80.5K +1,450 +8%
FF
68
Fluent Financial
Texas
$953K -$10.8K -194 -1%
CFG
69
Cooper Financial Group
California
$945K +$37.3K +672 +4%
SWA
70
Stratos Wealth Advisors
Ohio
$892K +$306K +5,516 +52%
OAM
71
Occidental Asset Management
California
$886K +$63.9K +1,150 +8%
MIAN
72
Mariner Independent Advisor Network
Kansas
$879K +$44.9K +808 +5%
SWP
73
Stratos Wealth Partners
Ohio
$878K +$547K +9,847 +165%
HCIA
74
Hochman Cole Investment Advisors
Illinois
$875K +$323K +5,811 +58%
Ameriprise
75
Ameriprise
Minnesota
$868K +$288K +5,180 +50%
1 2
3
4 5