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First Trust Managed Municipal ETF

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
151
SignalPoint Asset Management
Missouri
$234K +$234K +4,210 New
BPWA
152
Beacon Pointe Wealth Advisors
California
$221K +$1.28K +23 +0.6%
ACA
153
Ascension Capital Advisors
Texas
$218K +$218K +3,930 New
WAP
154
Wealthcare Advisory Partners
Pennsylvania
$217K +$28.5K +513 +15%
Mercer Global Advisors
155
Mercer Global Advisors
Colorado
$213K
EP
156
Eudaimonia Partners
Tennessee
$207K +$207K +3,726 New
BFEC
157
Benjamin F. Edwards & Company
Missouri
$181K
GRP
158
Global Retirement Partners
California
$167K +$167K +3,000 New
VCP
159
Verus Capital Partners
Arizona
$114K +$114K +2,045 New
SFS
160
Sowell Financial Services
Arkansas
$109K -$2.42M -43,484 -96%
PFGIA
161
Patriot Financial Group Insurance Agency
Massachusetts
$100K +$13.1K +236 +15%
IA
162
IFP Advisors
Florida
$100K +$32.9K +597 +49%
EWM
163
EPG Wealth Management
Georgia
$83K +$83K +1,488 New
BEI
164
Benjamin Edwards Inc
Missouri
$74K +$1.39K +25 +2%
RG
165
Retirement Group
California
$56K +$56K +1,000 New
SIAP
166
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K +$55K +1,000 New
BCI
167
Brinker Capital Investments
Pennsylvania
$54K +$54K +976 New
IWP
168
IAG Wealth Partners
Wisconsin
$44K +$44K +777 New
FHA
169
First Horizon Advisors
Tennessee
$34K +$221 +4 +0.7%
ACM
170
Anfield Capital Management
California
$34K +$34K +608 New
AIP
171
Ameritas Investment Partners
Nebraska
$30K -$44.8K -822 -60%
AAP
172
Arax Advisory Partners
Colorado
$30K +$113 +2 +0.4%
MWP
173
MYCIO Wealth Partners
Pennsylvania
$21K +$21K +372 New
Northwestern Mutual Wealth Management
174
Northwestern Mutual Wealth Management
Wisconsin
$17K -$14.7K -270 -46%
LFG
175
LifePlan Financial Group
Ohio
$15K