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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$102M
2
AWA
ARQ Wealth Advisors
Arizona
$8.37M
3
Wells Fargo
Wells Fargo
California
$92M
4
HW
Hedeker Wealth
Illinois
$6.51M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$2.26M
2
FEG
Financial Enhancement Group
Indiana
$87K
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
126
Integrated Wealth Concepts
Massachusetts
$1.3M +$155K +2,728 +14%
LS
127
Leelyn Smith
Illinois
$1.29M +$25.2K +444 +2%
ASN
128
Advisory Services Network
Georgia
$1.22M -$303K -5,342 -20%
FA
129
Flagstar Advisors
New York
$1.21M +$1.21M +21,317 New
RJT
130
Raymond James Trust
Florida
$1.19M +$47.5K +836 +4%
NWM
131
Northwest Wealth Management
Iowa
$1.14M – – –
EWM
132
Echo Wealth Management
Minnesota
$1.12M +$128K +2,253 +13%
MMHP
133
Murphy Middleton Hinkle & Parker
Georgia
$1.12M -$125K -2,198 -10%
NC
134
NewSquare Capital
Pennsylvania
$1.11M -$48.1K -848 -4%
OC
135
Oppenheimer & Co
New York
$1.11M +$49.2K +866 +5%
SAG
136
Spotlight Asset Group
Illinois
$1.11M -$2.33K -41 -0.2%
EWP
137
Engrave Wealth Partners
Texas
$1.1M – – –
HCIA
138
Hochman Cole Investment Advisors
Illinois
$1.09M +$511 +9 +0%
CBFP
139
Cedar Brook Financial Partners
Ohio
$1.07M -$330K -5,809 -24%
CA
140
Crumly & Associates
Illinois
$1.06M +$79.2K +1,396 +8%
CAG
141
Csenge Advisory Group
Florida
$1.04M +$78.2K +1,377 +8%
RIA
142
Regal Investment Advisors
Michigan
$1.03M +$181K +3,196 +21%
PWM
143
Peterson Wealth Management
Nevada
$995K -$23.4K -413 -2%
HWA
144
HCR Wealth Advisors
California
$991K +$199K +3,500 +25%
CFG
145
Cooper Financial Group
California
$932K – – –
SWM
146
SeaCrest Wealth Management
New York
$931K – – –
MAM
147
Meeder Asset Management
Ohio
$897K +$281K +4,958 +46%
FSG
148
Financial Strategies Group
Michigan
$874K +$76.5K +1,347 +10%
USCWA
149
U.S. Capital Wealth Advisors
Texas
$868K +$868K +15,290 New
SPA
150
Sentinel Pension Advisors
Massachusetts
$849K +$107K +1,886 +14%
4 5
6
7 8