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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

287 hedge funds and large institutions have $1.35B invested in First Trust Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 155 reducing their positions, and 32 closing their positions.

Holders
287
Holders Change
-6
Holders Change %
-2.05%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.29%
New
27
Increased
85
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$15M
2
FTUS
2
Flow Traders U.S.
New York
$16.3M
3
SYBT
3
Stock Yards Bank & Trust
Kentucky
$4.8M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$5.16M
5
SFA
5
Sequoia Financial Advisors
Ohio
$28.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$65.8M
2
CWM
2
Congress Wealth Management
Massachusetts
$25.3M
3
CAMG
3
CWA Asset Management Group
Florida
$46.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$99M
5
VCP
5
Verus Capital Partners
Arizona
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
WFS
76
Weitzel Financial Services
Iowa
$2.45M 48,372 +1,594 +3%
ARG
77
Advisory Resource Group
Oklahoma
$2.44M 48,126 +39,326 +447%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$2.43M 48,095 +6,377 +15%
TWP
79
Tower Wealth Partners
Pennsylvania
$2.43M 47,941 -9,201 -16%
CAN
80
Cetera Advisor Networks
California
$2.4M 47,494 -53,170 -53%
WMR
81
Wealth Management Resources
Rhode Island
$2.39M 47,127 -14,674 -24%
PPWM
82
Paragon Private Wealth Management
Kentucky
$2.38M 46,976 -3,621 -7%
WFG
83
Wills Financial Group
Virginia
$2.38M 46,934 -1,785 -4%
CCFM
84
Clear Creek Financial Management
Washington
$2.36M 46,648 -14,284 -23%
SCA
85
Snowden Capital Advisors
New York
$2.36M 46,613 -532 -1%
Renaissance Technologies
86
Renaissance Technologies
New York
$2.33M 46,020 +46,020 New
DFA
87
DHJJ Financial Advisors
Illinois
$2.31M 45,630 +14,774 +48%
Creative Planning
88
Creative Planning
Kansas
$2.29M 45,221 -51,271 -53%
GVAG
89
Great Valley Advisor Group
Delaware
$2.25M 44,489 -115,571 -72%
CA
90
Crumly & Associates
Illinois
$2.24M 44,327 +15,949 +56%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$2.23M 44,012 -7,568 -15%
SWA
92
Stratos Wealth Advisors
Ohio
$2.18M 43,041 -16,237 -27%
3LCM
93
3D/L Capital Management
Connecticut
$2.1M 41,556 +532 +1%
RWB
94
RMR Wealth Builders
New Jersey
$2.09M 41,258 +10,681 +35%
MA
95
Mutual Advisors
Nebraska
$2.08M 41,063 -17,508 -30%
AI
96
Atria Investments
North Carolina
$2.07M 40,982 +1,502 +4%
EFL
97
ERn Financial LLC
Wisconsin
$2.07M 40,913 -136,546 -77%
SFP
98
Strategic Financial Partners
Oregon
$2.04M 40,390 +2,255 +6%
GWA
99
GGM Wealth Advisors
Maryland
$1.95M 38,090 -100 -0.3%
OIA
100
OneDigital Investment Advisors
Kansas
$1.94M 38,295 +4,710 +14%
2 3
4
5 6