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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.7B invested in First Trust Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
29
Increased
130
Reduced
102
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
Avantax Planning Partners
Iowa
$44.2M
2
SFA
Sequoia Financial Advisors
Ohio
$26M
3
Jane Street
Jane Street
New York
$22.6M
4
UBS Group
UBS Group
Switzerland
$112M
5
FTUS
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
LPL Financial
LPL Financial
California
$94.7M
3
CAN
Cetera Advisor Networks
California
$5.34M
4
FHC
First Heartland Consultants
Missouri
$1.93M
5
HighTower Advisors
HighTower Advisors
Illinois
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
126
DHJJ Financial Advisors
Illinois
$1.64M +$27.2K +510 +2%
RWB
127
RMR Wealth Builders
New Jersey
$1.62M +$1.05M +19,731 +182%
VCM
128
Virtue Capital Management
Tennessee
$1.56M +$9.71K +183 +0.6%
CCM
129
Chiron Capital Management
Florida
$1.55M +$58.7K +1,106 +4%
CIAS
130
Capital Investment Advisory Services
North Carolina
$1.54M +$101K +1,900 +7%
PPWM
131
PFG Private Wealth Management
Florida
$1.54M +$26.6K +502 +2%
RJT
132
Raymond James Trust
Florida
$1.54M +$397K +7,487 +35%
WWM
133
Wagner Wealth Management
South Carolina
$1.52M -$81.2K -1,530 -5%
CA
134
Crumly & Associates
Illinois
$1.51M +$277K +5,211 +22%
PAG
135
Private Advisory Group
Washington
$1.5M -$84.7K -1,596 -5%
CCA
136
Clearwater Capital Advisors
Illinois
$1.49M +$88K +1,658 +6%
LFG
137
Larson Financial Group
Missouri
$1.47M -$61.5K -1,159 -4%
IWC
138
Integrated Wealth Concepts
Massachusetts
$1.45M +$228K +4,304 +19%
SEP
139
Southland Equity Partners
Missouri
$1.44M -$211K -3,983 -13%
LSPW
140
Lake Street Private Wealth
Illinois
$1.37M -$751K -14,153 -35%
FA
141
Flagstar Advisors
New York
$1.35M +$234K +4,403 +21%
MIC
142
Means Investment Company
Maine
$1.33M +$4.78K +90 +0.4%
MSFS
143
Main Street Financial Solutions
Pennsylvania
$1.31M -$83.3K -1,569 -6%
KWM
144
Kaydan Wealth Management
Michigan
$1.31M +$34.5K +651 +3%
QWM
145
QP Wealth Management
New Jersey
$1.28M +$796 +15 +0.1%
LS
146
Leelyn Smith
Illinois
$1.23M +$30.1K +567 +3%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.19M -$140K -2,633 -10%
EFG
148
Erickson Financial Group
Pennsylvania
$1.19M -$59.1K -1,115 -5%
SPA
149
Sentinel Pension Advisors
Massachusetts
$1.17M +$110K +2,070 +10%
OAM
150
Occidental Asset Management
California
$1.12M -$745K -14,033 -40%
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