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First Trust Managed Municipal ETF

196 hedge funds and large institutions have $984M invested in First Trust Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
21
Increased
103
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSG
126
Financial Strategies Group
Michigan
$575K +$175K +3,185 +44%
Ameriprise
127
Ameriprise
Minnesota
$573K
MOS
128
MGO One Seven
Ohio
$555K -$76.9K -1,397 -12%
WCM
129
WealthBridge Capital Management
Ohio
$545K +$34.2K +621 +7%
LS
130
Leelyn Smith
Illinois
$532K +$66.7K +1,217 +14%
EWP
131
Engrave Wealth Partners
Texas
$531K
LFAS
132
Level Four Advisory Services
Texas
$518K +$213K +3,885 +70%
QCIG
133
Quad-Cities Investment Group
Iowa
$507K -$9.13K -166 -2%
RJT
134
Raymond James Trust
Florida
$505K +$277K +5,028 +121%
RWA
135
Redhawk Wealth Advisors
Minnesota
$502K -$15.7K -285 -3%
SCM
136
Seascape Capital Management
New Hampshire
$502K
SPC
137
Sigma Planning Corp
Michigan
$501K +$18.2K +330 +4%
NFG
138
Next Financial Group
Texas
$498K -$417K -7,579 -46%
DWM
139
Doyle Wealth Management
Florida
$479K +$55 +1 +0%
CFGS
140
Concourse Financial Group Securities
Alabama
$478K -$110K -2,009 -19%
GWM
141
Geneos Wealth Management
Colorado
$469K -$25.2K -459 -5%
PA
142
PFG Advisors
Arizona
$466K +$884 +16 +0.2%
WEC
143
Winslow Evans & Crocker
Massachusetts
$461K +$220 +4 +0%
SPA
144
Sentinel Pension Advisors
Massachusetts
$436K -$96.3K -1,753 -18%
BRWM
145
B. Riley Wealth Management
Tennessee
$415K
BFA
146
Brendel Financial Advisors
New Hampshire
$405K
CA
147
Cetera Advisors
Colorado
$379K -$255K -4,637 -40%
JIP
148
Jaffetilchin Investment Partners
Florida
$367K -$144K -2,607 -28%
HAS
149
HBW Advisory Services
California
$367K +$367K +6,670 New
ACA
150
Aptus Capital Advisors
Alabama
$357K -$70K -1,275 -16%