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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$26.7M
2
MMA
2
Miracle Mile Advisors
California
$17.1M
3
Wells Fargo
3
Wells Fargo
California
$105M
4
LPL Financial
4
LPL Financial
California
$112M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48.4M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
Jane Street
2
Jane Street
New York
$0
3
HW
3
Hedeker Wealth
Illinois
$655K
4
HI
4
Harbour Investments
Wisconsin
$2.62M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$58K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAP
76
Milestone Advisory Partners
North Carolina
$3.15M – – –
CTB
77
Country Trust Bank
Illinois
$2.92M -$174K -3,060 -6%
PPWM
78
Paragon Private Wealth Management
Kentucky
$2.83M +$2.83M +49,694 New
WFG
79
Wills Financial Group
Virginia
$2.81M +$316K +5,540 +13%
LI
80
LVZ Inc
Michigan
$2.8M +$92.3K +1,619 +3%
AWA
81
Alta Wealth Advisors
Massachusetts
$2.74M +$1.15M +20,255 +73%
Mariner
82
Mariner
Kansas
$2.74M +$2.74M +48,089 New
NA
83
NewEdge Advisors
Louisiana
$2.73M +$1.27M +22,203 +86%
GIA
84
Gladstone Institutional Advisory
Florida
$2.67M -$274K -4,802 -9%
SCA
85
Snowden Capital Advisors
New York
$2.64M -$197K -3,460 -7%
RWA
86
Redhawk Wealth Advisors
Minnesota
$2.64M -$158K -2,770 -6%
FPOC
87
Financial Planners of Cleveland
Ohio
$2.63M +$2.63M +46,491 New
HI
88
Harbour Investments
Wisconsin
$2.62M -$4.13M -72,439 -61%
SPI
89
Sutton Place Investors
New York
$2.54M +$2.54M +44,492 New
FHA
90
Flagship Harbor Advisors
Massachusetts
$2.5M +$641K +11,250 +34%
WFS
91
Weitzel Financial Services
Iowa
$2.5M +$228K +3,998 +10%
3LCM
92
3D/L Capital Management
Connecticut
$2.44M -$102K -1,783 -4%
RCAG
93
Rehmann Capital Advisory Group
Michigan
$2.42M -$414K -7,257 -15%
SFP
94
Strategic Financial Partners
Oregon
$2.35M +$82.8K +1,453 +4%
WEPOG
95
Wealth Enhancement & Preservation of GA
Georgia
$2.32M +$245K +4,302 +12%
LSPW
96
Lake Street Private Wealth
Illinois
$2.28M +$181K +3,185 +9%
CCMG
97
Clark Capital Management Group
Pennsylvania
$2.22M +$192K +3,365 +9%
AI
98
Atria Investments
North Carolina
$2.17M +$193K +3,390 +10%
GWA
99
GGM Wealth Advisors
Maryland
$2.15M +$1.37M +24,218 +175%
HCA
100
Heck Capital Advisors
Wisconsin
$2.15M -$54.8K -961 -2%
2 3
4
5 6