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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

123 hedge funds and large institutions have $493M invested in First Trust Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
78
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$19.7M
2
Wells Fargo
Wells Fargo
California
+$13.5M
3
Morgan Stanley
Morgan Stanley
New York
+$8.94M
4
LPL Financial
LPL Financial
California
+$8.06M
5
AAS
Avantax Advisory Services
Texas
+$7.51M

Top Sellers

1
BCP
Blackhawk Capital Partners
Wisconsin
-$1.4M
2
SB
Suntrust Banks
Georgia
-$865K
3
MSAM
Moloney Securities Asset Management
Missouri
-$797K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$480K
5
IWM
IHT Wealth Management
Illinois
-$433K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
101
Golden State Wealth Management
California
$242K +$242K +4,436 New
BPWA
102
Beacon Pointe Wealth Advisors
California
$215K +$1.42K +26 +0.7%
GIM
103
Greenwich Investment Management
Connecticut
$205K +$205K +3,750 New
CF
104
Centaurus Financial
California
$169K +$159K +2,912 +1,645%
GWM
105
Geneos Wealth Management
Colorado
$157K +$4.1K +75 +3%
PFGIA
106
Patriot Financial Group Insurance Agency
Massachusetts
$129K +$17.7K +323 +16%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$121K -$72.6K -1,329 -38%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$111K +$709 +13 +0.6%
US Bancorp
109
US Bancorp
Minnesota
$82K +$82K +1,504 New
CFGS
110
Concourse Financial Group Securities
Alabama
$77K +$59.9K +1,094 +350%
AIP
111
Ameritas Investment Partners
Nebraska
$74K +$30.6K +564 +70%
BEI
112
Benjamin Edwards Inc
Missouri
$71K +$71K +1,303 New
FEG
113
Financial Enhancement Group
Indiana
$52K +$10.9K +200 +27%
AIS
114
Accurate Investment Solutions
Pennsylvania
$42K – – –
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$32K +$16.5K +300 +106%
AAP
116
Arax Advisory Partners
Colorado
$29K +$29K +528 New
FHA
117
First Horizon Advisors
Tennessee
$27K +$217 +4 +0.8%
LFG
118
LifePlan Financial Group
Ohio
$15K – – –
RIA
119
Realta Investment Advisors
Delaware
$15K – – –
CFD
120
Creative Financial Designs
Indiana
$5K +$5K +86 New
GFPC
121
Global Financial Private Capital
Florida
$2K +$2K +34 New
CB
122
CNB Bank
Pennsylvania
$2K +$2K +44 New
EWM
123
Executive Wealth Management
Michigan
$1K – – –
SB
124
Suntrust Banks
Georgia
– -$865K -16,069 Closed
MSAM
125
Moloney Securities Asset Management
Missouri
– -$797K -14,799 Closed
2 3 4
5
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