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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
AWA
2
ARQ Wealth Advisors
Arizona
$8.37M
3
Wells Fargo
3
Wells Fargo
California
$92M
4
HW
4
Hedeker Wealth
Illinois
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$2.26M
2
FEG
2
Financial Enhancement Group
Indiana
$87K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
76
Gladstone Institutional Advisory
Florida
$2.93M -$372K -6,551 -11%
DADC
77
D.A. Davidson & Co
Montana
$2.84M +$134K +2,368 +5%
SCA
78
Snowden Capital Advisors
New York
$2.83M -$387K -6,822 -12%
RCAG
79
Rehmann Capital Advisory Group
Michigan
$2.82M +$142K +2,494 +5%
RWA
80
Redhawk Wealth Advisors
Minnesota
$2.78M +$2.78M +49,038 New
SW
81
SteelPeak Wealth
California
$2.76M +$48.7K +857 +2%
LI
82
LVZ Inc
Michigan
$2.7M +$37K +652 +1%
APWA
83
Atlas Private Wealth Advisors
New Jersey
$2.64M -$253K -4,456 -9%
PAG
84
Private Advisory Group
Washington
$2.62M +$106K +1,865 +4%
OMC
85
Old Mission Capital
Illinois
$2.59M +$2.25M +39,684 +668%
3LCM
86
3D/L Capital Management
Connecticut
$2.53M +$23.4K +413 +0.9%
WFG
87
Wills Financial Group
Virginia
$2.48M +$156K +2,755 +7%
AFP
88
Ausdal Financial Partners
Iowa
$2.28M +$57.3K +1,010 +3%
SFP
89
Strategic Financial Partners
Oregon
$2.26M +$11.4K +200 +0.5%
WFS
90
Weitzel Financial Services
Iowa
$2.26M -$99.1M -1,745,190 -98%
HCA
91
Heck Capital Advisors
Wisconsin
$2.2M +$143K +2,521 +7%
APP
92
Avantax Planning Partners
Iowa
$2.19M +$14.2K +250 +0.7%
LSPW
93
Lake Street Private Wealth
Illinois
$2.09M +$470K +8,281 +29%
WEPOG
94
Wealth Enhancement & Preservation of GA
Georgia
$2.07M +$111K +1,958 +6%
TFS
95
Thoroughbred Financial Services
Tennessee
$2.05M +$14.8K +260 +0.7%
CCMG
96
Clark Capital Management Group
Pennsylvania
$2.02M +$147K +2,581 +8%
Koshinski Asset Management
97
Koshinski Asset Management
Illinois
$1.98M +$231K +4,071 +13%
AI
98
Atria Investments
North Carolina
$1.97M +$15.7K +276 +0.8%
BWP
99
Bernardo Wealth Planning
Pennsylvania
$1.95M +$70.9K +1,248 +4%
WCFA
100
Walkner Condon Financial Advisors
Wisconsin
$1.94M +$215K +3,790 +12%
2 3
4
5 6