FMB icon

First Trust Managed Municipal ETF

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
126
Alta Wealth Advisors
Massachusetts
$1.13M +$1.13M +19,934 New
WCFA
127
Walkner Condon Financial Advisors
Wisconsin
$1.1M -$347K -6,110 -24%
HCIA
128
Hochman Cole Investment Advisors
Illinois
$1.09M +$567 +10 +0.1%
OAM
129
Occidental Asset Management
California
$1.07M
TFA
130
Teamwork Financial Advisors
Texas
$1M -$368K -6,483 -27%
WEC
131
Winslow Evans & Crocker
Massachusetts
$997K +$353K +6,220 +55%
ASN
132
Advisory Services Network
Georgia
$974K +$687K +12,106 +239%
SAG
133
Spotlight Asset Group
Illinois
$968K -$57.5K -1,014 -6%
LS
134
Leelyn Smith
Illinois
$968K +$337K +5,946 +53%
HWA
135
HCR Wealth Advisors
California
$939K +$255K +4,500 +37%
CFG
136
Cooper Financial Group
California
$924K -$68.8K -1,213 -7%
T
137
TRUADVICE
Florida
$915K -$218K -3,823 -19%
UR
138
USCA RIA
Texas
$890K -$5.67K -100 -0.6%
RIA
139
Regal Investment Advisors
Michigan
$853K +$853K +15,040 New
SWM
140
SeaCrest Wealth Management
New York
$850K +$88.6K +1,562 +12%
CAG
141
Csenge Advisory Group
Florida
$832K +$5.5K +97 +0.7%
PG
142
Patten Group
Tennessee
$782K +$782K +38,709 New
MWM
143
Meridian Wealth Management
Kentucky
$771K +$771K +13,605 New
ARG
144
Advisory Resource Group
Oklahoma
$725K -$3.57K -63 -0.5%
MHS
145
M Holdings Securities
Oregon
$717K +$31K +547 +5%
FSG
146
Financial Strategies Group
Michigan
$693K +$49.7K +877 +8%
WCM
147
WealthBridge Capital Management
Ohio
$663K +$64.3K +1,133 +11%
BWM
148
BerganKDV Wealth Management
Minnesota
$662K +$18.1K +319 +3%
SFPG
149
Stonebridge Financial Planning Group
Florida
$661K -$281K -4,954 -30%
QCIG
150
Quad-Cities Investment Group
Iowa
$654K +$42.1K +743 +7%