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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$78.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M
5
LPL Financial
5
LPL Financial
California
$45.1M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$109K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
NFG
3
Next Financial Group
Texas
$1.12M
4
PCM
4
Prelude Capital Management
New York
$0
5
NWM
5
Northwest Wealth Management
Iowa
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
HWA
101
HCR Wealth Advisors
California
$669K 12,050 – –
SAG
102
Spotlight Asset Group
Illinois
$646K 12,006 +12,006 New
Ameriprise
103
Ameriprise
Minnesota
$578K 10,409 -5,224 -33%
BWM
104
BerganKDV Wealth Management
Minnesota
$564K 10,147 +996 +11%
IWS
105
Insight Wealth Strategies
California
$561K 10,092 +59 +0.6%
CWM
106
Cornerstone Wealth Management
Missouri
$552K 9,944 +9,944 New
SFPG
107
Stonebridge Financial Planning Group
Florida
$551K 9,925 +9,925 New
GWM
108
Geneos Wealth Management
Colorado
$543K 9,790 +4,320 +79%
IWM
109
IHT Wealth Management
Illinois
$542K 9,760 -3,787 -28%
CA
110
Cetera Advisors
Colorado
$540K 9,715 +2,084 +27%
EWP
111
Engrave Wealth Partners
Texas
$536K 9,664 +9,664 New
SPC
112
Sigma Planning Corp
Michigan
$529K 9,520 +4,695 +97%
QCIG
113
Quad-Cities Investment Group
Iowa
$519K 9,354 +46 +0.5%
SWM
114
SeaCrest Wealth Management
New York
$515K 9,274 +9,274 New
WEC
115
Winslow Evans & Crocker
Massachusetts
$486K 8,708 +2,260 +35%
PA
116
PFG Advisors
Arizona
$477K 8,525 +14 +0.2%
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$469K 8,448 – –
NC
118
NewSquare Capital
Pennsylvania
$462K 8,315 +8,315 New
BWM
119
BT Wealth Management
Georgia
$460K 8,280 – –
AWA
120
Arete Wealth Advisors
Illinois
$459K 8,261 -1,216 -13%
ACA
121
Aptus Capital Advisors
Alabama
$431K 7,775 – –
CFGS
122
Concourse Financial Group Securities
Alabama
$416K 7,491 +4,422 +144%
HAS
123
HBW Advisory Services
California
$413K 7,391 +7,391 New
BFA
124
Brendel Financial Advisors
New Hampshire
$409K 7,363 – –
WWM
125
Western Wealth Management
Colorado
$382K 6,873 +6,873 New
3 4
5
6 7