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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

123 hedge funds and large institutions have $493M invested in First Trust Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
78
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.7M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
Morgan Stanley
Morgan Stanley
New York
+$8.94M
4
LPL Financial
LPL Financial
California
+$8.06M
5
AAS
Avantax Advisory Services
Texas
+$7.51M

Top Sellers

1
BCP
Blackhawk Capital Partners
Wisconsin
-$1.4M
2
SB
Suntrust Banks
Georgia
-$865K
3
MSAM
Moloney Securities Asset Management
Missouri
-$797K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$480K
5
IWM
IHT Wealth Management
Illinois
-$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
QCIG
76
Quad-Cities Investment Group
Iowa
$509K +$1.87K +34 +0.4%
AWA
77
Arete Wealth Advisors
Illinois
$509K +$28.5K +521 +6%
TNBTD
78
Trustmark National Bank Trust Department
Mississippi
$507K +$266K +4,850 +110%
BWM
79
BerganKDV Wealth Management
Minnesota
$505K +$137K +2,498 +37%
PCM
80
Prelude Capital Management
New York
$502K +$483K +8,811 +2,539%
HFP
81
Holistic Financial Partners
Indiana
$502K +$502K +9,174 New
PA
82
PFG Advisors
Arizona
$468K +$32.6K +592 +7%
IWS
83
Insight Wealth Strategies
California
$464K +$464K +8,472 New
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$463K +$207K +3,783 +81%
NFG
85
Next Financial Group
Texas
$439K +$439K +8,015 New
ACA
86
Aptus Capital Advisors
Alabama
$425K -$117K -2,140 -22%
AIC
87
Ameritas Investment Company
Nebraska
$421K -$383K -6,986 -48%
BFA
88
Brendel Financial Advisors
New Hampshire
$403K – – –
PMFA
89
Plante Moran Financial Advisors
Michigan
$346K +$10.9K +200 +3%
WP
90
WealthSource Partners
California
$330K +$62.6K +1,144 +23%
Stifel Financial
91
Stifel Financial
Missouri
$330K +$330K +6,077 New
SWP
92
Stratos Wealth Partners
Ohio
$326K +$326K +5,961 New
WEC
93
Winslow Evans & Crocker
Massachusetts
$320K +$38.8K +704 +14%
MAP
94
Milestone Advisory Partners
North Carolina
$314K +$102K +1,854 +48%
RIA
95
Regal Investment Advisors
Michigan
$307K +$9.87K +180 +3%
AFC
96
AFT Forsyth & Company
Florida
$274K – – –
CA
97
Cetera Advisors
Colorado
$272K -$268K -4,896 -50%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$258K +$79.1K +1,441 +44%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$243K – – –
CP
100
Camelot Portfolios
Ohio
$243K +$15.5K +283 +7%
2 3
4
5 6