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First Trust Managed Municipal ETF

232 hedge funds and large institutions have $1.3B invested in First Trust Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
21
Increased
136
Reduced
53
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
101
Bernardo Wealth Planning
Pennsylvania
$1.55M +$89.8K +1,591 +6%
CCM
102
Chiron Capital Management
Florida
$1.53M +$151K +2,680 +11%
OAM
103
Occidental Asset Management
California
$1.52M +$458K +8,123 +43%
DFA
104
DHJJ Financial Advisors
Illinois
$1.51M +$222K +3,940 +17%
CCMG
105
Clark Capital Management Group
Pennsylvania
$1.5M +$88.7K +1,572 +6%
LSPW
106
Lake Street Private Wealth
Illinois
$1.48M -$112K -1,979 -7%
AIC
107
Ameritas Investment Company
Nebraska
$1.48M -$865K -15,336 -37%
P
108
&Partners
Tennessee
$1.46M -$19.8K -350 -1%
CIAS
109
Capital Investment Advisory Services
North Carolina
$1.44M +$15.5K +275 +1%
MSFS
110
Main Street Financial Solutions
Pennsylvania
$1.44M -$714K -12,650 -33%
Barclays
111
Barclays
United Kingdom
$1.43M +$1.43M +25,298 New
QWM
112
QP Wealth Management
New Jersey
$1.4M +$214K +3,784 +18%
WFS
113
Weitzel Financial Services
Iowa
$1.4M +$127K +2,225 +10%
PFS
114
Prospera Financial Services
Texas
$1.38M +$24K +425 +2%
CBFP
115
Cedar Brook Financial Partners
Ohio
$1.37M +$184K +3,255 +15%
MIC
116
Means Investment Company
Maine
$1.37M +$3.39K +60 +0.2%
BRWA
117
B. Riley Wealth Advisors
Florida
$1.31M +$1.07M +18,940 +444%
Mariner
118
Mariner
Kansas
$1.3M +$117K +2,075 +10%
CA
119
Crumly & Associates
Illinois
$1.3M +$126K +2,238 +11%
LS
120
Leelyn Smith
Illinois
$1.26M +$292K +5,179 +30%
MMHP
121
Murphy Middleton Hinkle & Parker
Georgia
$1.24M +$169 +3 +0%
NFG
122
Next Financial Group
Texas
$1.19M +$28.4K +503 +2%
NC
123
NewSquare Capital
Pennsylvania
$1.19M -$61.2K -1,085 -5%
NA
124
NewEdge Advisors
Louisiana
$1.15M -$90.5K -1,604 -7%
AWA
125
Alta Wealth Advisors
Massachusetts
$1.15M +$25.7K +455 +2%