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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.9M
2
PAG
2
Pinnacle Advisory Group
Maryland
$22.7M
3
Jane Street
3
Jane Street
New York
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$90.8M
5
RJA
5
Raymond James & Associates
Florida
$24M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
101
Crumly & Associates
Illinois
$882K 16,303 +691 +4%
IWM
102
IHT Wealth Management
Illinois
$782K 14,472 +4,712 +48%
BWP
103
Bernardo Wealth Planning
Pennsylvania
$729K 13,495 +8,000 +146%
IA
104
IFP Advisors
Florida
$726K 13,447 +11,633 +641%
PCM
105
Prelude Capital Management
New York
$673K 12,455 +12,455 New
BFM
106
Boothbay Fund Management
New York
$673K 12,455 +12,455 New
HWA
107
HCR Wealth Advisors
California
$652K 12,050 – –
SAG
108
Spotlight Asset Group
Illinois
$649K 12,006 – –
OC
109
Oppenheimer & Co
New York
$635K 11,747 +5,875 +100%
SWM
110
SeaCrest Wealth Management
New York
$627K 11,589 +2,315 +25%
FA
111
FMA Advisory
Pennsylvania
$624K 11,545 -1,415 -11%
CA
112
Cetera Advisors
Colorado
$623K 11,520 +1,805 +19%
MOS
113
MGO One Seven
Ohio
$621K 11,486 -9,436 -45%
MHS
114
M Holdings Securities
Oregon
$595K 11,008 +11,008 New
CWM
115
Cornerstone Wealth Management
Missouri
$593K 10,972 +1,028 +10%
CFGS
116
Concourse Financial Group Securities
Alabama
$579K 10,702 +3,211 +43%
Ameriprise
117
Ameriprise
Minnesota
$563K 10,409 – –
BWM
118
BerganKDV Wealth Management
Minnesota
$525K 9,701 -446 -4%
SPA
119
Sentinel Pension Advisors
Massachusetts
$524K 9,686 +9,686 New
EWP
120
Engrave Wealth Partners
Texas
$522K 9,664 – –
RWA
121
Redhawk Wealth Advisors
Minnesota
$508K 9,404 +3,858 +70%
QCIG
122
Quad-Cities Investment Group
Iowa
$507K 9,383 +29 +0.3%
WCM
123
WealthBridge Capital Management
Ohio
$502K 9,283 +2,441 +36%
JIP
124
Jaffetilchin Investment Partners
Florida
$501K 9,272 -7,146 -44%
SCM
125
Seascape Capital Management
New Hampshire
$493K 9,125 -9,150 -50%
3 4
5
6 7