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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

134 hedge funds and large institutions have $621M invested in First Trust Managed Municipal ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
87
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$85M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Bank of America
Bank of America
North Carolina
$66.2M
4
Wells Fargo
Wells Fargo
California
$23M
5
LPL Financial
LPL Financial
California
$36.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
CFG
CMC Financial Group
Georgia
$0
3
WP
WealthSource Partners
California
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$1.41M
5
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
101
Cedar Brook Financial Partners
Ohio
$375K +$375K +6,753 New
WEC
102
Winslow Evans & Crocker
Massachusetts
$360K +$35.6K +638 +11%
AIS
103
Accurate Investment Solutions
Pennsylvania
$348K +$306K +5,500 +720%
PMFA
104
Plante Moran Financial Advisors
Michigan
$340K -$11.1K -200 -3%
OC
105
Oppenheimer & Co
New York
$313K +$313K +5,638 New
RIA
106
Regal Investment Advisors
Michigan
$311K +$222 +4 +0.1%
GWM
107
Geneos Wealth Management
Colorado
$303K +$144K +2,600 +91%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$284K +$23K +414 +9%
AFC
109
AFT Forsyth & Company
Florida
$278K – – –
SPC
110
Sigma Planning Corp
Michigan
$268K +$268K +4,825 New
ARG
111
Advisory Resource Group
Oklahoma
$261K +$261K +4,699 New
IWA
112
Inspirion Wealth Advisors
Illinois
$258K +$258K +4,642 New
VFA
113
Valeo Financial Advisors
Indiana
$250K +$250K +4,500 New
CP
114
Camelot Portfolios
Ohio
$247K +$887 +16 +0.4%
GSWM
115
Golden State Wealth Management
California
$246K – – –
CCFM
116
Clear Creek Financial Management
Washington
$239K +$239K +4,311 New
CF
117
Centaurus Financial
California
$237K +$65.1K +1,170 +38%
BPWA
118
Beacon Pointe Wealth Advisors
California
$220K +$1.39K +25 +0.6%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$212K -$33.8K -610 -14%
WAP
120
Wealthcare Advisory Partners
Pennsylvania
$189K +$75.8K +1,363 +67%
BFEC
121
Benjamin F. Edwards & Company
Missouri
$181K +$58.2K +1,051 +47%
CFGS
122
Concourse Financial Group Securities
Alabama
$171K +$92.6K +1,662 +118%
US Bancorp
123
US Bancorp
Minnesota
$105K +$21.8K +394 +26%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$87K -$44.4K -797 -34%
AIP
125
Ameritas Investment Partners
Nebraska
$76K +$388 +7 +0.5%
2 3 4
5
6