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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.9M
2
PAG
2
Pinnacle Advisory Group
Maryland
$22.7M
3
Jane Street
3
Jane Street
New York
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$90.8M
5
RJA
5
Raymond James & Associates
Florida
$24M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
151
Inspirion Wealth Advisors
Illinois
$272K 5,027 +29 +0.6%
AFC
152
AFT Forsyth & Company
Florida
$270K 5,000 – –
ARG
153
Advisory Resource Group
Oklahoma
$254K 4,699 – –
WS
154
Wedbush Securities
California
$253K 4,670 – –
APP
155
Avantax Planning Partners
Iowa
$251K 4,644 +4,644 New
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$248K 4,590 -3,858 -46%
HFP
157
Holistic Financial Partners
Indiana
$248K 4,587 – –
GRP
158
Global Retirement Partners
California
$243K 4,500 +1,500 +50%
VFA
159
Valeo Financial Advisors
Indiana
$242K 4,500 – –
GSWM
160
Golden State Wealth Management
California
$240K 4,436 +4,436 New
WIA
161
World Investment Advisors
California
$239K 4,425 – –
PMFA
162
Plante Moran Financial Advisors
Michigan
$237K 4,382 -1,738 -28%
PWP
163
Principle Wealth Partners
Connecticut
$233K 4,300 -400 -9%
SAM
164
SignalPoint Asset Management
Missouri
$228K 4,210 – –
RJT
165
Raymond James Trust
Florida
$224K 4,150 +4,150 New
PWM
166
Peterson Wealth Management
Nevada
$222K 4,111 -405 -9%
GTAM
167
Global Trust Asset Management
Florida
$217K 4,000 -9,912 -71%
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$216K 3,989 +78 +2%
BPA
169
Beacon Pointe Advisors
California
$216K 4,004 +4,004 New
Mercer Global Advisors
170
Mercer Global Advisors
Colorado
$207K 3,830 – –
SF
171
Synovus Financial
Georgia
$184K 3,390 +3,390 New
BEI
172
Benjamin Edwards Inc
Missouri
$177K 3,273 +1,939 +145%
VCP
173
Verus Capital Partners
Arizona
$152K 2,812 +767 +38%
CAPTRUST Financial Advisors
174
CAPTRUST Financial Advisors
North Carolina
$135K 2,565 +2,565 New
PFGIA
175
Patriot Financial Group Insurance Agency
Massachusetts
$128K 2,366 +568 +32%
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