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First Trust Managed Municipal ETF

202 hedge funds and large institutions have $1.08B invested in First Trust Managed Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
21
Increased
112
Reduced
42
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
126
HCR Wealth Advisors
California
$670K
OC
127
Oppenheimer & Co
New York
$644K +$11.7K +211 +2%
WEC
128
Winslow Evans & Crocker
Massachusetts
$632K +$167K +3,002 +36%
BWM
129
BerganKDV Wealth Management
Minnesota
$631K +$21.2K +382 +3%
FSG
130
Financial Strategies Group
Michigan
$631K +$49.4K +888 +8%
FA
131
FMA Advisory
Pennsylvania
$628K +$1.45K +26 +0.2%
LS
132
Leelyn Smith
Illinois
$618K +$78.9K +1,420 +15%
QCIG
133
Quad-Cities Investment Group
Iowa
$600K +$87.5K +1,574 +17%
WCM
134
WealthBridge Capital Management
Ohio
$587K +$36.3K +652 +7%
MOS
135
MGO One Seven
Ohio
$578K +$17.3K +312 +3%
Ameriprise
136
Ameriprise
Minnesota
$572K -$6.95K -125 -1%
CWM
137
Cornerstone Wealth Management
Missouri
$559K -$53.5K -962 -9%
EWP
138
Engrave Wealth Partners
Texas
$537K
KPWS
139
Kestra Private Wealth Services
Texas
$532K +$532K +9,559 New
LFAS
140
Level Four Advisory Services
Texas
$526K +$1.28K +23 +0.2%
DWM
141
Doyle Wealth Management
Florida
$518K +$32.9K +592 +7%
RJT
142
Raymond James Trust
Florida
$510K
AFP
143
Ausdal Financial Partners
Iowa
$507K +$507K +9,121 New
GWM
144
Geneos Wealth Management
Colorado
$476K
PA
145
PFG Advisors
Arizona
$476K +$8.92K +161 +2%
SPA
146
Sentinel Pension Advisors
Massachusetts
$470K +$28.9K +519 +7%
HAS
147
HBW Advisory Services
California
$469K +$98.4K +1,771 +27%
BRWM
148
B. Riley Wealth Management
Tennessee
$419K
CAM
149
Cozad Asset Management
Illinois
$413K -$218K -3,925 -35%
IWM
150
IHT Wealth Management
Illinois
$386K -$245K -4,417 -39%