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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$78.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M
5
LPL Financial
5
LPL Financial
California
$45.1M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$109K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
NFG
3
Next Financial Group
Texas
$1.12M
4
PCM
4
Prelude Capital Management
New York
$0
5
NWM
5
Northwest Wealth Management
Iowa
$1.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
126
Regal Investment Advisors
Michigan
$381K +$70.2K +1,265 +23%
AWM
127
AE Wealth Management
Kansas
$381K +$381K +6,862 New
WCM
128
WealthBridge Capital Management
Ohio
$380K +$380K +6,842 New
ASN
129
Advisory Services Network
Georgia
$358K -$194K -3,502 -35%
AIS
130
Accurate Investment Solutions
Pennsylvania
$348K – – –
PMFA
131
Plante Moran Financial Advisors
Michigan
$340K – – –
OC
132
Oppenheimer & Co
New York
$326K +$13K +234 +4%
RWA
133
Redhawk Wealth Advisors
Minnesota
$308K +$308K +5,546 New
BWP
134
Bernardo Wealth Planning
Pennsylvania
$305K +$305K +5,495 New
DWM
135
Doyle Wealth Management
Florida
$296K +$296K +5,330 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$284K +$499 +9 +0.2%
CCFM
137
Clear Creek Financial Management
Washington
$281K +$39.9K +713 +17%
FSG
138
Financial Strategies Group
Michigan
$280K +$280K +5,043 New
AFC
139
AFT Forsyth & Company
Florida
$278K – – –
IWA
140
Inspirion Wealth Advisors
Illinois
$278K +$19.8K +356 +8%
US Bancorp
141
US Bancorp
Minnesota
$275K +$170K +3,054 +161%
BRWM
142
B. Riley Wealth Management
Tennessee
$264K +$264K +4,750 New
ARG
143
Advisory Resource Group
Oklahoma
$261K – – –
PWP
144
Principle Wealth Partners
Connecticut
$261K +$261K +4,700 New
WS
145
Wedbush Securities
California
$259K +$259K +4,670 New
HFP
146
Holistic Financial Partners
Indiana
$255K -$255K -4,587 -50%
STB
147
S&T Bank
Pennsylvania
$254K +$254K +4,580 New
PWM
148
Peterson Wealth Management
Nevada
$253K +$253K +4,516 New
VFA
149
Valeo Financial Advisors
Indiana
$250K – – –
WIA
150
World Investment Advisors
California
$246K +$246K +4,425 New
4 5
6
7 8