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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

254 hedge funds and large institutions have $1.47B invested in First Trust Managed Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
4.43%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
36
Increased
136
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAMG
1
CWA Asset Management Group
Florida
$68.8M
2
WFS
2
Weitzel Financial Services
Iowa
$31M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$150M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
UBS Group
2
UBS Group
Switzerland
$109M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$826K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FFG
5
Frisch Financial Group
New York
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
51
Kowal Investment Group
Wisconsin
$4.56M +$919K +16,049 +25%
AIC
52
Ameritas Investment Company
Nebraska
$4.48M +$2.74M +41,331 +158%
PWMG
53
Prestige Wealth Management Group
New Jersey
$4.43M -$546K -9,528 -11%
MWM
54
Mattern Wealth Management
Kansas
$4.41M +$4.41M +76,477 New
APWM
55
Atlas Private Wealth Management
New York
$4.32M -$243K -4,245 -5%
PI
56
PFS Investments
Georgia
$4.28M +$872K +15,135 +26%
MI
57
Moneywise Inc
Virginia
$4.26M +$9.62K +168 +0.2%
TCWM
58
Total Clarity Wealth Management
Illinois
$4.17M +$141K +2,455 +3%
MA
59
Mutual Advisors
Nebraska
$4.16M -$132K -2,303 -3%
AC
60
Avestar Capital
New York
$4.03M +$922K +16,097 +30%
APA
61
American Portfolios Advisors
New York
$4.01M +$15.2K +266 +0.4%
TWP
62
Tower Wealth Partners
Pennsylvania
$3.93M +$261K +4,561 +7%
Renaissance Technologies
63
Renaissance Technologies
New York
$3.91M +$1.2M +20,901 +44%
EH
64
Equitable Holdings
New York
$3.88M +$894K +15,615 +30%
IA
65
IFG Advisory
Georgia
$3.8M +$207K +3,609 +6%
FAIM
66
Financial Advocates Investment Management
Washington
$3.63M +$798K +13,935 +28%
FM
67
Foster & Motley
Ohio
$3.55M +$1.42M +24,842 +67%
SWA
68
Stratos Wealth Advisors
Ohio
$3.47M -$47K -820 -1%
Citadel Advisors
69
Citadel Advisors
Florida
$3.39M -$55K -960 -2%
GIA
70
Gladstone Institutional Advisory
Florida
$3.34M -$262K -4,568 -7%
CCFM
71
Clear Creek Financial Management
Washington
$3.32M +$3.32M +57,980 New
SCA
72
Snowden Capital Advisors
New York
$3.24M -$1.31M -22,821 -29%
MAP
73
Milestone Advisory Partners
North Carolina
$3.22M -$196K -3,426 -6%
IA
74
IFP Advisors
Florida
$2.97M +$416K +7,270 +16%
APWA
75
Atlas Private Wealth Advisors
New Jersey
$2.92M -$217K -3,786 -7%
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3
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