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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.7B invested in First Trust Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
29
Increased
130
Reduced
102
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$44.2M
2
SFA
2
Sequoia Financial Advisors
Ohio
$26M
3
Jane Street
3
Jane Street
New York
$22.6M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
FTUS
5
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
FHC
4
First Heartland Consultants
Missouri
$1.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
76
Country Trust Bank
Illinois
$3.27M +$550K +10,361 +20%
WWM
77
Western Wealth Management
Colorado
$3.26M +$1.6M +30,164 +96%
SW
78
SteelPeak Wealth
California
$3.24M -$76.9K -1,450 -2%
CCFM
79
Clear Creek Financial Management
Washington
$3.23M -$2.6K -49 -0.1%
AC
80
Avestar Capital
New York
$3.16M -$814K -15,327 -20%
SWA
81
Stratos Wealth Advisors
Ohio
$3.15M -$233K -4,392 -7%
MA
82
Mutual Advisors
Nebraska
$3.11M -$1.04M -19,583 -25%
VWA
83
Visionary Wealth Advisors
Illinois
$3.06M +$2.85M +53,772 +1,415%
TWP
84
Tower Wealth Partners
Pennsylvania
$3.03M -$20.9K -394 -0.7%
MAP
85
Milestone Advisory Partners
North Carolina
$2.93M – – –
DADC
86
D.A. Davidson & Co
Montana
$2.92M -$35.7K -672 -1%
AWA
87
Alta Wealth Advisors
Massachusetts
$2.8M +$245K +4,608 +10%
RCAG
88
Rehmann Capital Advisory Group
Michigan
$2.76M +$489K +9,126 +21%
TNBTD
89
Trustmark National Bank Trust Department
Mississippi
$2.63M -$623K -11,734 -19%
WEPOG
90
Wealth Enhancement & Preservation of GA
Georgia
$2.63M +$473K +8,913 +22%
PPWM
91
Paragon Private Wealth Management
Kentucky
$2.62M +$46.7K +903 +2%
WFG
92
Wills Financial Group
Virginia
$2.59M -$27.6K -520 -1%
C
93
CEDRUS
Colorado
$2.52M +$698K +13,160 +38%
SCA
94
Snowden Capital Advisors
New York
$2.5M +$42.2K +796 +2%
WFS
95
Weitzel Financial Services
Iowa
$2.48M +$158K +2,982 +7%
SWM
96
Scissortail Wealth Management
Oklahoma
$2.42M +$1.11M +21,662 +85%
Citadel Advisors
97
Citadel Advisors
Florida
$2.27M +$2.27M +42,727 New
CCMG
98
Clark Capital Management Group
Pennsylvania
$2.26M +$192K +3,618 +9%
MAM
99
Meeder Asset Management
Ohio
$2.22M +$1.06M +20,044 +92%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$2.21M +$2.21M +41,718 New
2 3
4
5 6