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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$22.7M
2
Jane Street
2
Jane Street
New York
$25.6M
3
Bank of America
3
Bank of America
North Carolina
$90.8M
4
RJA
4
Raymond James & Associates
Florida
$24M
5
SS
5
Simplicity Solutions
Minnesota
$6.69M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
76
Rehmann Capital Advisory Group
Michigan
$1.49M 27,549 +27,549 New
GVAG
77
Great Valley Advisor Group
Delaware
$1.45M 26,894 -14,554 -35%
GIM
78
Greenwich Investment Management
Connecticut
$1.39M 25,633 +2,550 +11%
FAAS
79
First Allied Advisory Services
California
$1.32M 24,315 +1,212 +5%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$1.29M 23,828 +6,800 +40%
MIC
81
Means Investment Company
Maine
$1.29M 24,166 +2,682 +12%
MMHP
82
Murphy Middleton Hinkle & Parker
Georgia
$1.23M 22,776 -2,697 -11%
NC
83
NewSquare Capital
Pennsylvania
$1.2M 22,110 +13,795 +166%
SFPG
84
Stonebridge Financial Planning Group
Florida
$1.19M 22,384 +12,459 +126%
CIAS
85
Capital Investment Advisory Services
North Carolina
$1.18M 21,795 +1,335 +7%
SWA
86
Stratos Wealth Advisors
Ohio
$1.13M 20,865 +3,221 +18%
NWM
87
Northwest Wealth Management
Iowa
$1.13M 20,852 -10,560 -34%
UR
88
USCA RIA
Texas
$1.13M 20,822 -8,165 -28%
Truist Financial
89
Truist Financial
North Carolina
$1.11M 20,467 +4,209 +26%
MHR
90
Matthew Hamilton Rosenberg
$1.07M 19,730 +19,730 New
HCIA
91
Hochman Cole Investment Advisors
Illinois
$1.03M 19,083 – –
CBFP
92
Cedar Brook Financial Partners
Ohio
$1.03M 19,061 +4,918 +35%
QWM
93
QP Wealth Management
New Jersey
$1.02M 19,268 +1,949 +11%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$1.02M 18,882 -25,111 -57%
FF
95
Fluent Financial
Texas
$1.02M 18,890 -1,443 -7%
CFG
96
Cooper Financial Group
California
$941K 17,411 +91 +0.5%
OAM
97
Occidental Asset Management
California
$935K 17,300 +575 +3%
NFG
98
Next Financial Group
Texas
$899K 16,625 -3,493 -17%
PFS
99
Prospera Financial Services
Texas
$890K 16,454 +3,192 +24%
IWS
100
Insight Wealth Strategies
California
$884K 16,349 +6,257 +62%
2 3
4
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