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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

202 hedge funds and large institutions have $1.08B invested in First Trust Managed Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
21
Increased
112
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$66M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.35M
4
Wells Fargo
4
Wells Fargo
California
$69.1M
5
PWMG
5
Prestige Wealth Management Group
New Jersey
$5.98M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$8.78M
2
OAM
2
Oppenheimer Asset Management
New York
$5.15M
3
Jane Street
3
Jane Street
New York
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$4.82M
5
UBS Group
5
UBS Group
Switzerland
$86.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MMHP
101
Murphy Middleton Hinkle & Parker
Georgia
$1.22M +$167 +3 +0%
TNBTD
102
Trustmark National Bank Trust Department
Mississippi
$1.19M – – –
QWM
103
QP Wealth Management
New Jersey
$1.18M +$556 +10 +0%
CBFP
104
Cedar Brook Financial Partners
Ohio
$1.18M +$3.11K +56 +0.3%
PFS
105
Prospera Financial Services
Texas
$1.16M +$129K +2,326 +13%
CCM
106
Chiron Capital Management
Florida
$1.13M +$1.13M +20,400 New
NC
107
NewSquare Capital
Pennsylvania
$1.12M +$53K +953 +5%
NWM
108
Northwest Wealth Management
Iowa
$1.12M – – –
T
109
TRUADVICE
Florida
$1.1M +$1.1M +19,874 New
HCIA
110
Hochman Cole Investment Advisors
Illinois
$1.07M -$19.6K -353 -2%
IWS
111
Insight Wealth Strategies
California
$1.05M +$3.39K +61 +0.3%
OAM
112
Occidental Asset Management
California
$1.05M +$50K +900 +5%
FF
113
Fluent Financial
Texas
$1.02M -$7.84K -141 -0.8%
SAG
114
Spotlight Asset Group
Illinois
$1.01M +$281K +5,047 +39%
CFG
115
Cooper Financial Group
California
$973K +$4.95K +89 +0.5%
NFG
116
Next Financial Group
Texas
$946K +$443K +7,958 +88%
SFPG
117
Stonebridge Financial Planning Group
Florida
$922K -$347K -6,252 -27%
CCMG
118
Clark Capital Management Group
Pennsylvania
$909K +$146K +2,621 +19%
UR
119
USCA RIA
Texas
$878K +$94.7K +1,704 +12%
CAG
120
Csenge Advisory Group
Florida
$809K +$79.8K +1,437 +11%
SWM
121
SeaCrest Wealth Management
New York
$746K – – –
ARG
122
Advisory Resource Group
Oklahoma
$714K +$17.9K +322 +3%
CFGS
123
Concourse Financial Group Securities
Alabama
$696K +$213K +3,825 +44%
WI
124
Wintrust Investments
Illinois
$676K +$4.5K +81 +0.7%
MHS
125
M Holdings Securities
Oregon
$672K +$58.5K +1,052 +10%
3 4
5
6 7