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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$78.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M
5
LPL Financial
5
LPL Financial
California
$45.1M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$109K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
NFG
3
Next Financial Group
Texas
$1.12M
4
PCM
4
Prelude Capital Management
New York
$0
5
NWM
5
Northwest Wealth Management
Iowa
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
GVAG
51
Great Valley Advisor Group
Delaware
$2.3M 41,448 +9,933 +32%
WC
52
Whitnell & Co
Illinois
$2.29M 41,201 +4,598 +13%
CCA
53
Clearwater Capital Advisors
Illinois
$2.28M 40,990 -499 -1%
SCM
54
Smith Capital Management
Arkansas
$2.24M 40,390 +14,460 +56%
HighTower Advisors
55
HighTower Advisors
Illinois
$2.23M 40,156 +14,784 +58%
LA
56
LexAurum Advisors
Kansas
$2.17M 39,109 +3,556 +10%
AC
57
Avestar Capital
New York
$2.01M 36,141 -2,251 -6%
AIC
58
Ameritas Investment Company
Nebraska
$1.97M 35,536 +14,009 +65%
NA
59
NewEdge Advisors
Louisiana
$1.83M 32,994 +2,901 +10%
AI
60
Atria Investments
North Carolina
$1.77M 31,778 +31,778 New
NWM
61
Northwest Wealth Management
Iowa
$1.75M 31,412 -8,161 -21%
TFS
62
Thoroughbred Financial Services
Tennessee
$1.65M 29,610 – –
WCFA
63
Walkner Condon Financial Advisors
Wisconsin
$1.62M 29,149 +29,149 New
UR
64
USCA RIA
Texas
$1.61M 28,987 +365 +1%
PPWM
65
PFG Private Wealth Management
Florida
$1.6M 28,876 +28,876 New
SW
66
SteelPeak Wealth
California
$1.59M 28,592 +28,592 New
SWP
67
Stratos Wealth Partners
Ohio
$1.5M 26,971 +11,163 +71%
FAIM
68
Financial Advocates Investment Management
Washington
$1.43M 25,666 +2,537 +11%
EH
69
Equitable Holdings
New York
$1.42M 25,540 +25,540 New
MMHP
70
Murphy Middleton Hinkle & Parker
Georgia
$1.42M 25,473 +3 +0%
WFG
71
Wills Financial Group
Virginia
$1.38M 24,865 +24,865 New
MAP
72
Milestone Advisory Partners
North Carolina
$1.32M 23,798 +9,255 +64%
LSPW
73
Lake Street Private Wealth
Illinois
$1.3M 23,376 +14,382 +160%
GIM
74
Greenwich Investment Management
Connecticut
$1.28M 23,083 -360 -2%
FAAS
75
First Allied Advisory Services
California
$1.28M 23,103 +3,065 +15%
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