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First Trust Managed Municipal ETF

232 hedge funds and large institutions have $1.3B invested in First Trust Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
21
Increased
136
Reduced
53
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
126
Private Advisory Group
Washington
$1.13M +$1.13M +20,073 New
NWM
127
Northwest Wealth Management
Iowa
$1.13M
HCIA
128
Hochman Cole Investment Advisors
Illinois
$1.08M +$564 +10 +0.1%
SAG
129
Spotlight Asset Group
Illinois
$1.08M +$115K +2,036 +12%
ASN
130
Advisory Services Network
Georgia
$1.06M +$90.8K +1,609 +9%
HWA
131
HCR Wealth Advisors
California
$1.04M +$107K +1,900 +11%
EWM
132
Echo Wealth Management
Minnesota
$1.01M -$168K -2,974 -14%
RJT
133
Raymond James Trust
Florida
$982K +$464K +8,224 +90%
SWM
134
SeaCrest Wealth Management
New York
$925K +$79.6K +1,410 +9%
CFG
135
Cooper Financial Group
California
$924K +$4.8K +85 +0.5%
CAG
136
Csenge Advisory Group
Florida
$907K +$75K +1,322 +9%
UR
137
USCA RIA
Texas
$863K -$22.6K -401 -3%
TFA
138
Teamwork Financial Advisors
Texas
$803K -$192K -3,399 -19%
Ameriprise
139
Ameriprise
Minnesota
$780K +$170K +3,005 +28%
MWM
140
Meridian Wealth Management
Kentucky
$768K
FSG
141
Financial Strategies Group
Michigan
$741K +$51.3K +908 +7%
MHS
142
M Holdings Securities
Oregon
$716K +$2.65K +47 +0.4%
LFG
143
Larson Financial Group
Missouri
$713K +$121K +2,145 +20%
BWM
144
BerganKDV Wealth Management
Minnesota
$707K +$48.5K +859 +7%
OC
145
Oppenheimer & Co
New York
$705K +$224K +3,967 +47%
WCM
146
WealthBridge Capital Management
Ohio
$676K +$16.8K +298 +3%
DWM
147
Doyle Wealth Management
Florida
$662K +$18K +319 +3%
QCIG
148
Quad-Cities Investment Group
Iowa
$655K +$4.18K +74 +0.6%
ARG
149
Advisory Resource Group
Oklahoma
$641K -$79.8K -1,415 -11%
FA
150
FMA Advisory
Pennsylvania
$640K +$1.3K +23 +0.2%