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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.7B invested in First Trust Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
29
Increased
130
Reduced
102
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$44.2M
2
SFA
2
Sequoia Financial Advisors
Ohio
$26M
3
Jane Street
3
Jane Street
New York
$22.6M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
FTUS
5
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
FHC
4
First Heartland Consultants
Missouri
$1.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
51
Moneywise Inc
Virginia
$5.75M +$845K +15,923 +17%
BWM
52
BCGM Wealth Management
Indiana
$5.57M +$78.1K +1,521 +1%
FAIM
53
Financial Advocates Investment Management
Washington
$5.39M +$303K +5,705 +6%
CAN
54
Cetera Advisor Networks
California
$5.34M -$4.18M -78,822 -44%
TPW
55
TL Private Wealth
Texas
$5.13M +$247K +4,728 +5%
Creative Planning
56
Creative Planning
Kansas
$5.12M -$742K -13,990 -13%
SEIA
57
Signature Estate & Investment Advisors
California
$5.1M +$24.2K +457 +0.5%
IA
58
IFP Advisors
Florida
$4.65M +$1.01M +19,113 +28%
APWM
59
Atlas Private Wealth Management
New York
$4.65M +$2.02K +38 +0%
BFG
60
Barber Financial Group
Kansas
$4.56M -$109K -2,053 -2%
PWMG
61
Prestige Wealth Management Group
New Jersey
$4.4M -$180K -3,398 -4%
Truist Financial
62
Truist Financial
North Carolina
$4.4M -$512K -9,642 -10%
EH
63
Equitable Holdings
New York
$4.37M +$336K +6,333 +8%
RWA
64
Redhawk Wealth Advisors
Minnesota
$4.22M +$1.76M +33,253 +72%
TCWM
65
Total Clarity Wealth Management
Illinois
$4.11M -$30.6K -577 -0.7%
CCM
66
Condor Capital Management
New Jersey
$4.09M +$4.09M +77,130 New
AAS
67
Ameritas Advisory Services
Nebraska
$4.02M -$168K -3,158 -4%
MWM
68
Mattern Wealth Management
Kansas
$3.98M -$905K -17,060 -19%
FM
69
Foster & Motley
Ohio
$3.94M -$342K -6,454 -8%
ACM
70
Advance Capital Management
Michigan
$3.93M -$736K -13,863 -16%
BCP
71
Blackhawk Capital Partners
Wisconsin
$3.71M -$1.51M -28,424 -29%
APA
72
American Portfolios Advisors
New York
$3.65M -$351K -6,621 -9%
IA
73
IFG Advisory
Georgia
$3.59M +$30.8K +580 +0.9%
Baird Financial Group
74
Baird Financial Group
Wisconsin
$3.51M -$964K -18,158 -22%
WMR
75
Wealth Management Resources
Rhode Island
$3.28M -$674K -12,706 -17%
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