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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
AWA
2
ARQ Wealth Advisors
Arizona
$8.37M
3
Wells Fargo
3
Wells Fargo
California
$92M
4
HW
4
Hedeker Wealth
Illinois
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$2.26M
2
FEG
2
Financial Enhancement Group
Indiana
$87K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
51
Prestige Wealth Management Group
New Jersey
$4.81M +$427K +7,524 +10%
MI
52
Moneywise Inc
Virginia
$4.75M +$531K +9,348 +13%
FM
53
Foster & Motley
Ohio
$4.63M +$1.11M +19,561 +32%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$4.49M -$276K -4,854 -6%
MA
55
Mutual Advisors
Nebraska
$4.47M +$355K +6,259 +9%
APWM
56
Atlas Private Wealth Management
New York
$4.47M +$190K +3,352 +4%
AIC
57
Ameritas Investment Company
Nebraska
$4.37M +$539K +9,485 +14%
FAIM
58
Financial Advocates Investment Management
Washington
$4.37M +$769K +13,547 +21%
TCWM
59
Total Clarity Wealth Management
Illinois
$4.26M +$126K +2,223 +3%
AC
60
Avestar Capital
New York
$4.24M +$251K +4,423 +6%
EH
61
Equitable Holdings
New York
$4.17M +$317K +5,582 +8%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$4.16M -$1.62M -28,603 -28%
GVAG
63
Great Valley Advisor Group
Delaware
$4.14M +$2.11M +37,217 +104%
APA
64
American Portfolios Advisors
New York
$4.04M +$66.8K +1,176 +2%
Truist Financial
65
Truist Financial
North Carolina
$4M -$2.02M -35,657 -34%
TWP
66
Tower Wealth Partners
Pennsylvania
$3.99M +$93.6K +1,648 +2%
IA
67
IFG Advisory
Georgia
$3.82M +$60.6K +1,067 +2%
Barclays
68
Barclays
United Kingdom
$3.82M -$2.25M -39,661 -37%
IA
69
IFP Advisors
Florida
$3.73M +$766K +13,431 +26%
TNBTD
70
Trustmark National Bank Trust Department
Mississippi
$3.52M +$866K +15,259 +33%
CCFM
71
Clear Creek Financial Management
Washington
$3.46M +$172K +3,031 +5%
SWA
72
Stratos Wealth Advisors
Ohio
$3.26M -$178K -3,133 -5%
LA
73
LexAurum Advisors
Kansas
$3.17M +$1.77M +31,122 +126%
MAP
74
Milestone Advisory Partners
North Carolina
$3.14M -$56.8K -1,000 -2%
CTB
75
Country Trust Bank
Illinois
$3.08M +$856K +15,071 +38%
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3
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