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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

287 hedge funds and large institutions have $1.35B invested in First Trust Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 155 reducing their positions, and 32 closing their positions.

Holders
287
Holders Change
-6
Holders Change %
-2.05%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.29%
New
27
Increased
85
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$15M
2
FTUS
2
Flow Traders U.S.
New York
$16.3M
3
SYBT
3
Stock Yards Bank & Trust
Kentucky
$4.8M
4
FPIS
4
Financial Planning & Information Services
Wisconsin
$5.16M
5
SFA
5
Sequoia Financial Advisors
Ohio
$28.2M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$65.8M
2
CWM
2
Congress Wealth Management
Massachusetts
$25.3M
3
CAMG
3
CWA Asset Management Group
Florida
$46.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$99M
5
VCP
5
Verus Capital Partners
Arizona
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
126
Chiron Capital Management
Florida
$1.33M 26,219 -3,000 -10%
AC
127
Avestar Capital
New York
$1.32M 26,083 -33,464 -56%
MAP
128
Milestone Advisory Partners
North Carolina
$1.31M 25,726 -29,549 -53%
LWMNY
129
Landmark Wealth Management (New York)
New York
$1.28M 25,375 -35,921 -59%
NA
130
NewEdge Advisors
Louisiana
$1.28M 25,286 -9,493 -27%
MIC
131
Means Investment Company
Maine
$1.26M 24,892 -177 -0.7%
SEP
132
Southland Equity Partners
Missouri
$1.26M 24,879 -2,228 -8%
HI
133
Harbour Investments
Wisconsin
$1.25M 24,661 +24,661 New
FHC
134
First Heartland Consultants
Missouri
$1.23M 24,365 -12,040 -33%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1.23M 24,352 -130,419 -84%
PWM
136
Peterson Wealth Management
Nevada
$1.22M 24,005 -10,048 -30%
ASN
137
Advisory Services Network
Georgia
$1.22M 24,004 -8,692 -27%
AWS
138
Atria Wealth Solutions
New York
$1.19M 23,426 -17,984 -43%
QWM
139
QP Wealth Management
New Jersey
$1.18M 23,328 -697 -3%
CCA
140
Cottonwood Capital Advisors
Utah
$1.17M 23,036 +4,148 +22%
SPA
141
Sentinel Pension Advisors
Massachusetts
$1.15M 22,622 +673 +3%
RJT
142
Raymond James Trust
Florida
$1.14M 22,525 -6,497 -22%
C
143
CEDRUS
Colorado
$1.14M 22,513 -24,959 -53%
MFG
144
Magnus Financial Group
New York
$1.13M 22,412 +1,359 +6%
EFG
145
Erickson Financial Group
Pennsylvania
$1.13M 22,227 -208 -0.9%
BRWA
146
B. Riley Wealth Advisors
Florida
$1.11M 22,009 -477 -2%
HNWAG
147
High Net Worth Advisory Group
Florida
$1.09M 21,469 +6,803 +46%
PFS
148
Prospera Financial Services
Texas
$1.01M 20,029 -10,927 -35%
KWM
149
Kaydan Wealth Management
Michigan
$1.01M 19,915 -4,821 -19%
CCA
150
Clearwater Capital Advisors
Illinois
$990K 19,567 -8,528 -30%
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6
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