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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$26.7M
2
MMA
2
Miracle Mile Advisors
California
$17.1M
3
Wells Fargo
3
Wells Fargo
California
$105M
4
LPL Financial
4
LPL Financial
California
$112M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48.4M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
Jane Street
2
Jane Street
New York
$0
3
HW
3
Hedeker Wealth
Illinois
$655K
4
HI
4
Harbour Investments
Wisconsin
$2.62M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$58K
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
51
Moneywise Inc
Virginia
$5.27M +$501K +8,802 +11%
MWM
52
Mattern Wealth Management
Kansas
$5.25M -$2.45K -43 -0%
TPW
53
TL Private Wealth
Texas
$5.23M +$79K +1,414 +2%
BFG
54
Barber Financial Group
Kansas
$5.01M +$131K +2,301 +3%
ACM
55
Advance Capital Management
Michigan
$5.01M +$5.01M +87,909 New
APWM
56
Atlas Private Wealth Management
New York
$4.99M +$503K +8,824 +11%
PWMG
57
Prestige Wealth Management Group
New Jersey
$4.92M +$90.7K +1,591 +2%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.8M +$301K +5,286 +7%
FM
59
Foster & Motley
Ohio
$4.6M -$53.5K -939 -1%
AAS
60
Ameritas Advisory Services
Nebraska
$4.5M +$4.5M +78,928 New
MA
61
Mutual Advisors
Nebraska
$4.45M -$36.5K -641 -0.8%
TCWM
62
Total Clarity Wealth Management
Illinois
$4.45M +$167K +2,938 +4%
EH
63
Equitable Holdings
New York
$4.34M +$154K +2,706 +4%
APA
64
American Portfolios Advisors
New York
$4.29M +$241K +4,225 +6%
AC
65
Avestar Capital
New York
$4.27M +$9.24K +162 +0.2%
WMR
66
Wealth Management Resources
Rhode Island
$4.25M +$4.25M +74,507 New
RA
67
RFG Advisory
Alabama
$4.24M +$4.24M +74,403 New
IA
68
IFP Advisors
Florida
$3.93M +$190K +3,335 +5%
IA
69
IFG Advisory
Georgia
$3.82M -$18.3K -321 -0.5%
SWA
70
Stratos Wealth Advisors
Ohio
$3.63M +$353K +6,201 +11%
SW
71
SteelPeak Wealth
California
$3.56M +$797K +13,983 +29%
TNBTD
72
Trustmark National Bank Trust Department
Mississippi
$3.5M -$33.1K -580 -0.9%
CCFM
73
Clear Creek Financial Management
Washington
$3.48M -$1.71K -30 -0%
TWP
74
Tower Wealth Partners
Pennsylvania
$3.28M -$724K -12,710 -18%
DADC
75
D.A. Davidson & Co
Montana
$3.18M +$329K +5,778 +12%
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3
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