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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$102M
2
AWA
2
ARQ Wealth Advisors
Arizona
$8.37M
3
Wells Fargo
3
Wells Fargo
California
$92M
4
HW
4
Hedeker Wealth
Illinois
$6.51M
5
Morgan Stanley
5
Morgan Stanley
New York
$155M

Top Sellers

1
WFS
1
Weitzel Financial Services
Iowa
$2.26M
2
FEG
2
Financial Enhancement Group
Indiana
$87K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
101
Occidental Asset Management
California
$1.89M +$365K +6,429 +24%
FHA
102
Flagship Harbor Advisors
Massachusetts
$1.87M – – –
WWM
103
Wagner Wealth Management
South Carolina
$1.84M -$110K -1,944 -6%
VCM
104
Virtue Capital Management
Tennessee
$1.83M +$1.83M +32,240 New
WA
105
WBH Advisory
Maryland
$1.81M +$1.81M +31,807 New
OIA
106
OneDigital Investment Advisors
Kansas
$1.81M -$205K -3,605 -10%
SEP
107
Southland Equity Partners
Missouri
$1.77M +$103K +1,811 +6%
DFA
108
DHJJ Financial Advisors
Illinois
$1.72M +$159K +2,793 +10%
PFS
109
Prospera Financial Services
Texas
$1.71M +$254K +4,477 +17%
CCM
110
Chiron Capital Management
Florida
$1.59M -$67.7K -1,192 -4%
AWA
111
Alta Wealth Advisors
Massachusetts
$1.58M +$306K +5,398 +24%
CCA
112
Clearwater Capital Advisors
Illinois
$1.58M -$182K -3,207 -10%
CIAS
113
Capital Investment Advisory Services
North Carolina
$1.55M +$39.8K +700 +3%
PPWM
114
PFG Private Wealth Management
Florida
$1.5M – – –
MSFS
115
Main Street Financial Solutions
Pennsylvania
$1.49M +$8.4K +148 +0.6%
NA
116
NewEdge Advisors
Louisiana
$1.46M +$241K +4,247 +20%
HCM
117
Hollencrest Capital Management
California
$1.45M +$387K +6,811 +36%
LFG
118
Larson Financial Group
Missouri
$1.45M +$529K +9,321 +58%
MIC
119
Means Investment Company
Maine
$1.43M +$511 +9 +0%
NFG
120
Next Financial Group
Texas
$1.41M -$249K -4,379 -15%
P
121
&Partners
Tennessee
$1.39M -$45.5K -801 -3%
IWS
122
Insight Wealth Strategies
California
$1.38M -$81K -1,426 -6%
BRWA
123
B. Riley Wealth Advisors
Florida
$1.38M +$105K +1,842 +8%
QWM
124
QP Wealth Management
New Jersey
$1.33M +$17.1K +302 +1%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$1.33M -$96.8K -1,706 -7%
3 4
5
6 7