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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
CAMG
2
CWA Asset Management Group
Florida
$18.3M
3
LPL Financial
3
LPL Financial
California
$77.7M
4
LBD
4
Landsberg Bennett & Dubbaneh
Florida
$13.9M
5
AWA
5
ARQ Wealth Advisors
Arizona
$7.07M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.42M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
OMC
3
Old Mission Capital
Illinois
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
OneDigital Investment Advisors
Kansas
$2.28M +$76.7K +1,352 +3%
WFG
77
Wills Financial Group
Virginia
$2.26M +$536K +9,459 +31%
HighTower Advisors
78
HighTower Advisors
Illinois
$2.23M -$64.2K -1,132 -3%
MSFS
79
Main Street Financial Solutions
Pennsylvania
$2.17M +$2.17M +38,170 New
AI
80
Atria Investments
North Carolina
$2.13M +$59.2K +1,044 +3%
Koshinski Asset Management
81
Koshinski Asset Management
Illinois
$2.09M +$651K +11,473 +45%
GWA
82
GGM Wealth Advisors
Maryland
$2.04M +$2.04M +35,910 New
IA
83
IFP Advisors
Florida
$2.04M +$551K +9,703 +37%
TFS
84
Thoroughbred Financial Services
Tennessee
$2.02M +$2.02M +35,568 New
AC
85
Avestar Capital
New York
$2M -$240K -4,227 -11%
KIG
86
Kowal Investment Group
Wisconsin
$1.98M +$1.98M +34,863 New
FFN
87
Focus Financial Network
Minnesota
$1.96M +$42.4K +748 +2%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$1.95M +$259K +4,558 +15%
CTB
89
Country Trust Bank
Illinois
$1.9M +$537K +9,465 +39%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$1.88M +$492K +8,666 +35%
AFP
91
Ausdal Financial Partners
Iowa
$1.85M +$1.34M +23,543 +258%
SFP
92
Strategic Financial Partners
Oregon
$1.79M -$548K -9,662 -23%
IWS
93
Insight Wealth Strategies
California
$1.75M +$681K +11,998 +64%
WWM
94
Wagner Wealth Management
South Carolina
$1.71M +$1.71M +30,178 New
WWM
95
Western Wealth Management
Colorado
$1.71M -$38.1K -672 -2%
SWA
96
Stratos Wealth Advisors
Ohio
$1.71M +$6.81K +120 +0.4%
WI
97
Wintrust Investments
Illinois
$1.7M +$1.01M +17,830 +147%
PPWM
98
PFG Private Wealth Management
Florida
$1.69M – – –
GVAG
99
Great Valley Advisor Group
Delaware
$1.67M +$141K +2,492 +9%
LSPW
100
Lake Street Private Wealth
Illinois
$1.6M -$260K -4,587 -14%
2 3
4
5 6