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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$78.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M
5
LPL Financial
5
LPL Financial
California
$45.1M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$109K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
NFG
3
Next Financial Group
Texas
$1.12M
4
PCM
4
Prelude Capital Management
New York
$0
5
NWM
5
Northwest Wealth Management
Iowa
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
76
Cetera Advisor Networks
California
$1.25M 22,476 +690 +3%
MIC
77
Means Investment Company
Maine
$1.21M 21,484 -369 -2%
MOS
78
MGO One Seven
Ohio
$1.16M 20,922 +20,922 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$1.14M 20,460 +1,175 +6%
FF
80
Fluent Financial
Texas
$1.13M 20,333 +3,178 +19%
NFG
81
Next Financial Group
Texas
$1.12M 20,118 -23,266 -54%
HCIA
82
Hochman Cole Investment Advisors
Illinois
$1.06M 19,083 +3,335 +21%
SCM
83
Seascape Capital Management
New Hampshire
$1.02M 18,275 +18,275 New
SWA
84
Stratos Wealth Advisors
Ohio
$980K 17,644 +1,582 +10%
QWM
85
QP Wealth Management
New Jersey
$977K 17,319 +17,319 New
CFG
86
Cooper Financial Group
California
$962K 17,320 +303 +2%
OIA
87
OneDigital Investment Advisors
Kansas
$960K 17,277 +1,843 +12%
TNBTD
88
Trustmark National Bank Trust Department
Mississippi
$946K 17,028 +3,281 +24%
OAM
89
Occidental Asset Management
California
$929K 16,725 +770 +5%
TI
90
tru Independence
Oregon
$928K 17,170 +17,170 New
JIP
91
Jaffetilchin Investment Partners
Florida
$912K 16,418 +16,418 New
Truist Financial
92
Truist Financial
North Carolina
$903K 16,258 +16,258 New
MIAN
93
Mariner Independent Advisor Network
Kansas
$869K 15,642 -170 -1%
CA
94
Crumly & Associates
Illinois
$867K 15,612 +15,612 New
CBFP
95
Cedar Brook Financial Partners
Ohio
$786K 14,143 +7,390 +109%
GTAM
96
Global Trust Asset Management
Florida
$773K 13,912 +39 +0.3%
PFS
97
Prospera Financial Services
Texas
$737K 13,262 +1,700 +15%
SFP
98
Strategic Financial Partners
Oregon
$730K 13,149 +13,149 New
FA
99
FMA Advisory
Pennsylvania
$720K 12,960 -297 -2%
LFG
100
Larson Financial Group
Missouri
$711K 12,801 +3,131 +32%
2 3
4
5 6