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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$26.7M
2
MMA
2
Miracle Mile Advisors
California
$17.1M
3
Wells Fargo
3
Wells Fargo
California
$105M
4
LPL Financial
4
LPL Financial
California
$112M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48.4M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
Jane Street
2
Jane Street
New York
$0
3
HW
3
Hedeker Wealth
Illinois
$655K
4
HI
4
Harbour Investments
Wisconsin
$2.62M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$58K
Name Holding Trade Value Shares
Change 		Shares
Change %
IWS
101
Insight Wealth Strategies
California
$2.08M +$698K +12,246 +51%
APWA
102
Atlas Private Wealth Advisors
New Jersey
$2.08M -$570K -9,993 -22%
WT
103
Washington Trust
Rhode Island
$2.06M +$1.98M +34,730 +2,509%
TFS
104
Thoroughbred Financial Services
Tennessee
$2.06M – – –
TLP
105
Trinity Legacy Partners
Texas
$2.04M +$1.65M +28,925 +418%
OAM
106
Occidental Asset Management
California
$2M +$98.6K +1,731 +5%
C
107
CEDRUS
Colorado
$1.96M +$1.96M +34,312 New
AFP
108
Ausdal Financial Partners
Iowa
$1.94M -$348K -6,112 -15%
OIA
109
OneDigital Investment Advisors
Kansas
$1.88M +$66.6K +1,168 +4%
BWP
110
Bernardo Wealth Planning
Pennsylvania
$1.86M -$92.8K -1,629 -5%
PFS
111
Prospera Financial Services
Texas
$1.83M +$111K +1,954 +7%
WWM
112
Western Wealth Management
Colorado
$1.78M +$1.78M +31,300 New
SEP
113
Southland Equity Partners
Missouri
$1.77M – – –
DFA
114
DHJJ Financial Advisors
Illinois
$1.73M +$4.5K +79 +0.3%
WWM
115
Wagner Wealth Management
South Carolina
$1.72M -$138K -2,422 -7%
PAG
116
Private Advisory Group
Washington
$1.7M -$935K -16,413 -36%
VCM
117
Virtue Capital Management
Tennessee
$1.66M -$175K -3,073 -10%
LFG
118
Larson Financial Group
Missouri
$1.65M +$194K +3,407 +13%
QAM
119
Q3 Asset Management
Michigan
$1.64M +$1.64M +28,846 New
PPWM
120
PFG Private Wealth Management
Florida
$1.63M +$116K +2,040 +8%
CCM
121
Chiron Capital Management
Florida
$1.6M +$5.24K +92 +0.3%
ASN
122
Advisory Services Network
Georgia
$1.6M +$370K +6,500 +30%
CIAS
123
Capital Investment Advisory Services
North Carolina
$1.55M -$4.27K -75 -0.3%
WA
124
WBH Advisory
Maryland
$1.53M -$285K -4,994 -16%
CCA
125
Clearwater Capital Advisors
Illinois
$1.51M -$79.1K -1,389 -5%
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5
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