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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
CAMG
2
CWA Asset Management Group
Florida
$18.3M
3
LPL Financial
3
LPL Financial
California
$77.7M
4
LBD
4
Landsberg Bennett & Dubbaneh
Florida
$13.9M
5
AWA
5
ARQ Wealth Advisors
Arizona
$7.07M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.42M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
OMC
3
Old Mission Capital
Illinois
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
51
Moneywise Inc
Virginia
$4.15M +$146K +2,582 +4%
APA
52
American Portfolios Advisors
New York
$3.89M +$177K +3,125 +5%
GIA
53
Gladstone Institutional Advisory
Florida
$3.81M -$1.11M -19,591 -23%
BFG
54
Barber Financial Group
Kansas
$3.79M +$218K +3,834 +6%
CAN
55
Cetera Advisor Networks
California
$3.74M +$2.44M +42,944 +187%
TWP
56
Tower Wealth Partners
Pennsylvania
$3.73M +$3.73M +65,807 New
TCWM
57
Total Clarity Wealth Management
Illinois
$3.67M +$568K +10,004 +18%
IA
58
IFG Advisory
Georgia
$3.58M +$20.2K +356 +0.6%
SWP
59
ShoreHaven Wealth Partners
New Jersey
$3.53M +$3.53M +62,256 New
APWM
60
Atlas Private Wealth Management
New York
$3.37M +$394K +6,944 +13%
Truist Financial
61
Truist Financial
North Carolina
$3.35M +$374K +6,599 +13%
BWM
62
BCGM Wealth Management
Indiana
$3.31M +$3.31M +57,699 New
MAP
63
Milestone Advisory Partners
North Carolina
$3.3M +$204K +3,588 +7%
PI
64
PFS Investments
Georgia
$3.28M +$181K +3,184 +6%
SW
65
SteelPeak Wealth
California
$2.76M +$54.3K +957 +2%
LA
66
LexAurum Advisors
Kansas
$2.69M -$1.68M -29,653 -39%
BFEC
67
Benjamin F. Edwards & Company
Missouri
$2.66M +$1.23M +21,607 +85%
CCA
68
Clearwater Capital Advisors
Illinois
$2.63M +$736K +12,971 +39%
JAWM
69
J. Arnold Wealth Management
Ohio
$2.62M +$65.4K +1,152 +3%
HCA
70
Heck Capital Advisors
Wisconsin
$2.56M +$2.56M +45,090 New
FAIM
71
Financial Advocates Investment Management
Washington
$2.54M +$159K +2,805 +7%
LI
72
LVZ Inc
Michigan
$2.54M +$11.9K +210 +0.5%
EH
73
Equitable Holdings
New York
$2.44M -$127K -2,241 -5%
AIC
74
Ameritas Investment Company
Nebraska
$2.35M +$218K +3,836 +10%
APP
75
Avantax Planning Partners
Iowa
$2.29M -$1.22M -21,540 -35%
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