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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

202 hedge funds and large institutions have $1.08B invested in First Trust Managed Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
21
Increased
112
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$66M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.35M
4
Wells Fargo
4
Wells Fargo
California
$69.1M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$5.98M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$8.78M
2
OAM
2
Oppenheimer Asset Management
New York
$5.15M
3
Jane Street
3
Jane Street
New York
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$4.82M
5
UBS Group
5
UBS Group
Switzerland
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$2.03M +$194K +3,485 +11%
FFN
77
Focus Financial Network
Minnesota
$1.88M +$122K +2,190 +7%
CCA
78
Clearwater Capital Advisors
Illinois
$1.85M – – –
LSPW
79
Lake Street Private Wealth
Illinois
$1.82M -$136K -2,440 -7%
WWM
80
Western Wealth Management
Colorado
$1.71M +$344K +6,195 +25%
WFG
81
Wills Financial Group
Virginia
$1.69M +$77.4K +1,392 +5%
SWA
82
Stratos Wealth Advisors
Ohio
$1.67M +$158K +2,833 +10%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.66M – – –
PPWM
84
PFG Private Wealth Management
Florida
$1.66M +$80.1K +1,440 +5%
RCAG
85
Rehmann Capital Advisory Group
Michigan
$1.66M +$76.5K +1,376 +5%
FAAS
86
First Allied Advisory Services
California
$1.63M +$294K +5,285 +22%
NA
87
NewEdge Advisors
Louisiana
$1.61M +$128K +2,305 +9%
BWP
88
Bernardo Wealth Planning
Pennsylvania
$1.52M +$162K +2,909 +12%
GVAG
89
Great Valley Advisor Group
Delaware
$1.5M -$259K -4,649 -15%
BRC
90
BHF RG Capital
Arizona
$1.49M -$385K -6,900 -21%
IA
91
IFP Advisors
Florida
$1.46M +$474K +8,512 +48%
P
92
&Partners
Tennessee
$1.44M +$831K +14,950 +136%
WCFA
93
Walkner Condon Financial Advisors
Wisconsin
$1.42M -$22.3K -402 -2%
BFEC
94
Benjamin F. Edwards & Company
Missouri
$1.41M -$59K -1,060 -4%
CIAS
95
Capital Investment Advisory Services
North Carolina
$1.41M +$122K +2,200 +10%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$1.37M +$264K +4,746 +24%
TFA
97
Teamwork Financial Advisors
Texas
$1.34M -$6.73K -121 -0.5%
CTB
98
Country Trust Bank
Illinois
$1.34M -$7.79K -140 -0.6%
CAN
99
Cetera Advisor Networks
California
$1.28M -$313K -5,626 -20%
MIC
100
Means Investment Company
Maine
$1.27M -$82.8K -1,484 -6%
2 3
4
5 6