FMB icon

First Trust Managed Municipal ETF

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
151
Doyle Wealth Management
Florida
$648K +$120K +2,107 +23%
FA
152
FMA Advisory
Pennsylvania
$642K +$851 +15 +0.1%
CFGS
153
Concourse Financial Group Securities
Alabama
$617K -$93.3K -1,645 -13%
Ameriprise
154
Ameriprise
Minnesota
$613K +$30.4K +537 +5%
LFG
155
Larson Financial Group
Missouri
$595K +$318K +5,618 +115%
LFAS
156
Level Four Advisory Services
Texas
$594K +$58.2K +1,026 +11%
GWM
157
Geneos Wealth Management
Colorado
$581K +$103K +1,850 +22%
CWM
158
Cornerstone Wealth Management
Missouri
$572K +$1.87K +33 +0.3%
PWM
159
Purus Wealth Management
California
$558K +$558K +9,835 New
EWP
160
Engrave Wealth Partners
Texas
$549K
Deutsche Bank
161
Deutsche Bank
Germany
$533K +$256K +4,514 +92%
LNC
162
Lincoln National Corp
Pennsylvania
$529K +$529K +9,325 New
HAS
163
HBW Advisory Services
California
$527K +$47.9K +843 +10%
MOS
164
MGO One Seven
Ohio
$522K -$68.1K -1,201 -12%
RJT
165
Raymond James Trust
Florida
$521K
SPC
166
Sigma Planning Corp
Michigan
$513K +$127K +2,240 +33%
PA
167
PFG Advisors
Arizona
$496K +$8.79K +155 +2%
OC
168
Oppenheimer & Co
New York
$484K -$173K -3,052 -26%
FHA
169
Flagship Harbor Advisors
Massachusetts
$482K +$113K +2,000 +31%
BRWM
170
B. Riley Wealth Management
Tennessee
$479K +$51.1K +900 +12%
SCM
171
Seascape Capital Management
New Hampshire
$465K +$160K +2,825 +53%
SPA
172
Sentinel Pension Advisors
Massachusetts
$461K -$18.1K -319 -4%
MFG
173
Magnus Financial Group
New York
$441K +$142K +2,499 +47%
IWM
174
IHT Wealth Management
Illinois
$401K +$6.59K +116 +2%
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
$389K +$389K +6,854 New