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First Trust Managed Municipal ETF

196 hedge funds and large institutions have $984M invested in First Trust Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
21
Increased
103
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
151
Arete Wealth Advisors
Illinois
$338K -$40.5K -737 -11%
PA
152
Paragon Advisors
Texas
$336K +$29.3K +533 +10%
SFS
153
Sowell Financial Services
Arkansas
$329K +$550 +10 +0.2%
GRP
154
Global Retirement Partners
California
$325K +$77.1K +1,400 +31%
FHA
155
Flagship Harbor Advisors
Massachusetts
$302K +$16.5K +300 +6%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$288K -$22.3K -404 -7%
MFG
157
Magnus Financial Group
New York
$279K +$279K +5,066 New
IWA
158
Inspirion Wealth Advisors
Illinois
$277K
AFC
159
AFT Forsyth & Company
Florida
$275K
WS
160
Wedbush Securities
California
$257K
US Bancorp
161
US Bancorp
Minnesota
$255K -$26.2K -475 -9%
JPMorgan Chase & Co
162
JPMorgan Chase & Co
New York
$252K
HFP
163
Holistic Financial Partners
Indiana
$252K
FFS
164
Founders Financial Securities
Maryland
$252K +$252K +4,578 New
PWM
165
Peterson Wealth Management
Nevada
$251K +$25.3K +460 +11%
WIA
166
World Investment Advisors
California
$249K
CWA
167
Core Wealth Advisors
Florida
$249K +$249K +4,517 New
VFA
168
Valeo Financial Advisors
Indiana
$248K
PMFA
169
Plante Moran Financial Advisors
Michigan
$241K
PFGIA
170
Patriot Financial Group Insurance Agency
Massachusetts
$239K +$109K +1,985 +84%
PWP
171
Principle Wealth Partners
Connecticut
$237K
SAM
172
SignalPoint Asset Management
Missouri
$232K
TF
173
TRH Financial
Iowa
$232K +$232K +4,210 New
BPA
174
Beacon Pointe Advisors
California
$222K +$1.27K +23 +0.6%
EWM
175
EPG Wealth Management
Georgia
$222K +$135K +2,462 +156%