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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$22.7M
2
Jane Street
2
Jane Street
New York
$25.6M
3
Bank of America
3
Bank of America
North Carolina
$90.8M
4
RJA
4
Raymond James & Associates
Florida
$24M
5
SS
5
Simplicity Solutions
Minnesota
$6.69M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$489K 9,007 -783 -8%
ASN
127
Advisory Services Network
Georgia
$483K 8,935 +2,488 +39%
LFG
128
Larson Financial Group
Missouri
$478K 8,839 -3,962 -31%
SPC
129
Sigma Planning Corp
Michigan
$475K 8,779 -741 -8%
DWM
130
Doyle Wealth Management
Florida
$471K 8,715 +3,385 +64%
LS
131
Leelyn Smith
Illinois
$459K 8,484 +2,316 +38%
WEC
132
Winslow Evans & Crocker
Massachusetts
$454K 8,362 -346 -4%
PA
133
PFG Advisors
Arizona
$453K 8,417 -108 -1%
WWM
134
Western Wealth Management
Colorado
$423K 7,856 +983 +14%
CCFM
135
Clear Creek Financial Management
Washington
$421K 7,830 +2,806 +56%
ACA
136
Aptus Capital Advisors
Alabama
$420K 7,775 – –
BRWM
137
B. Riley Wealth Management
Tennessee
$407K 7,535 +2,785 +59%
BFA
138
Brendel Financial Advisors
New Hampshire
$398K 7,363 – –
FSG
139
Financial Strategies Group
Michigan
$393K 7,268 +2,225 +44%
AWA
140
Arete Wealth Advisors
Illinois
$372K 6,888 -1,373 -17%
APW
141
Aurora Private Wealth
New Jersey
$372K 6,873 +6,873 New
AIS
142
Accurate Investment Solutions
Pennsylvania
$339K 6,264 – –
SFS
143
Sowell Financial Services
Arkansas
$323K 5,974 +4,012 +204%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$304K 5,631 +509 +10%
PA
145
Paragon Advisors
Texas
$301K 5,575 +5,575 New
BWM
146
BT Wealth Management
Georgia
$300K 5,540 -2,740 -33%
LFAS
147
Level Four Advisory Services
Texas
$300K 5,545 +5,545 New
WI
148
Wintrust Investments
Illinois
$299K 5,525 +5,525 New
FHA
149
Flagship Harbor Advisors
Massachusetts
$281K 5,200 +5,000 +2,500%
US Bancorp
150
US Bancorp
Minnesota
$276K 5,106 +154 +3%
4 5
6
7 8