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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

254 hedge funds and large institutions have $1.47B invested in First Trust Managed Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
4.43%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
36
Increased
136
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAMG
1
CWA Asset Management Group
Florida
$68.8M
2
WFS
2
Weitzel Financial Services
Iowa
$31M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$150M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
UBS Group
2
UBS Group
Switzerland
$109M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$826K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FFG
5
Frisch Financial Group
New York
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
76
SteelPeak Wealth
California
$2.73M -$19K -332 -0.7%
DADC
77
D.A. Davidson & Co
Montana
$2.73M +$2.73M +47,611 New
RCAG
78
Rehmann Capital Advisory Group
Michigan
$2.69M +$89.1K +1,562 +3%
LI
79
LVZ Inc
Michigan
$2.68M +$51.3K +895 +2%
TNBTD
80
Trustmark National Bank Trust Department
Mississippi
$2.67M +$936K +16,333 +54%
PAG
81
Private Advisory Group
Washington
$2.54M +$1.39M +24,252 +121%
3LCM
82
3D/L Capital Management
Connecticut
$2.53M +$104K +1,818 +4%
FTUS
83
Flow Traders U.S.
New York
$2.42M +$2.42M +42,213 New
M
84
MOTCO
Texas
$2.41M +$2.2M +38,457 +1,079%
WFG
85
Wills Financial Group
Virginia
$2.35M +$51.7K +903 +2%
HighTower Advisors
86
HighTower Advisors
Illinois
$2.32M +$306K +5,340 +15%
SFP
87
Strategic Financial Partners
Oregon
$2.27M +$432K +7,540 +23%
CTB
88
Country Trust Bank
Illinois
$2.25M +$10.3K +180 +0.5%
AFP
89
Ausdal Financial Partners
Iowa
$2.24M +$332K +5,801 +17%
APP
90
Avantax Planning Partners
Iowa
$2.2M -$11.6K -202 -0.5%
HCA
91
Heck Capital Advisors
Wisconsin
$2.07M -$425K -7,416 -17%
TFS
92
Thoroughbred Financial Services
Tennessee
$2.05M – – –
GVAG
93
Great Valley Advisor Group
Delaware
$2.05M +$164K +2,864 +9%
OIA
94
OneDigital Investment Advisors
Kansas
$2.03M -$175K -3,057 -8%
QAM
95
Q3 Asset Management
Michigan
$2.01M +$2.01M +35,073 New
WWM
96
Wagner Wealth Management
South Carolina
$1.98M +$246K +4,294 +14%
WEPOG
97
Wealth Enhancement & Preservation of GA
Georgia
$1.97M +$1.97M +34,431 New
AI
98
Atria Investments
North Carolina
$1.97M -$60.6K -1,058 -3%
BWP
99
Bernardo Wealth Planning
Pennsylvania
$1.89M +$321K +5,606 +20%
CCMG
100
Clark Capital Management Group
Pennsylvania
$1.89M +$367K +6,416 +24%
2 3
4
5 6