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First Trust Managed Municipal ETF

196 hedge funds and large institutions have $984M invested in First Trust Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
21
Increased
103
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
101
Insight Wealth Strategies
California
$1.04M +$136K +2,467 +15%
PFS
102
Prospera Financial Services
Texas
$1.02M +$114K +2,077 +13%
CA
103
Crumly & Associates
Illinois
$1.01M +$117K +2,133 +13%
FF
104
Fluent Financial
Texas
$1.01M -$27.7K -504 -3%
OAM
105
Occidental Asset Management
California
$985K +$33K +600 +3%
IA
106
IFP Advisors
Florida
$960K +$226K +4,146 +31%
CFG
107
Cooper Financial Group
California
$957K -$330 -6 -0%
UR
108
USCA RIA
Texas
$775K -$371K -6,735 -32%
CCMG
109
Clark Capital Management Group
Pennsylvania
$755K +$755K +13,724 New
SWM
110
SeaCrest Wealth Management
New York
$738K +$101K +1,830 +16%
CAG
111
Csenge Advisory Group
Florida
$723K +$723K +13,137 New
SAG
112
Spotlight Asset Group
Illinois
$717K +$56.7K +1,031 +9%
RIA
113
Regal Investment Advisors
Michigan
$717K +$717K +13,026 New
ARG
114
Advisory Resource Group
Oklahoma
$689K +$430K +7,822 +166%
WI
115
Wintrust Investments
Illinois
$664K +$360K +6,551 +119%
HWA
116
HCR Wealth Advisors
California
$663K
LFG
117
Larson Financial Group
Missouri
$652K +$166K +3,013 +34%
IWM
118
IHT Wealth Management
Illinois
$625K -$171K -3,107 -21%
OC
119
Oppenheimer & Co
New York
$625K -$20.7K -377 -3%
CAM
120
Cozad Asset Management
Illinois
$625K +$625K +11,354 New
FA
121
FMA Advisory
Pennsylvania
$620K -$15K -272 -2%
MHS
122
M Holdings Securities
Oregon
$607K +$1.81K +33 +0.3%
CWM
123
Cornerstone Wealth Management
Missouri
$606K +$2.26K +41 +0.4%
P
124
&Partners
Tennessee
$604K +$604K +10,971 New
BWM
125
BerganKDV Wealth Management
Minnesota
$603K +$69.7K +1,267 +13%