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First Trust Managed Municipal ETF

232 hedge funds and large institutions have $1.3B invested in First Trust Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
21
Increased
136
Reduced
53
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
T
151
TRUADVICE
Florida
$639K -$274K -4,820 -30%
PWM
152
Peterson Wealth Management
Nevada
$603K +$260K +4,610 +76%
TF
153
TIAA FSB
Florida
$598K +$598K +10,593 New
GWM
154
Geneos Wealth Management
Colorado
$593K +$1.76K +31 +0.3%
IWM
155
IHT Wealth Management
Illinois
$581K +$183K +3,236 +46%
IAN
156
Integrated Advisors Network
Texas
$581K +$581K +10,296 New
SFPG
157
Stonebridge Financial Planning Group
Florida
$573K -$89.5K -1,574 -14%
PWM
158
Purus Wealth Management
California
$566K +$11.1K +197 +2%
HAS
159
HBW Advisory Services
California
$564K +$39.8K +704 +8%
SPC
160
Sigma Planning Corp
Michigan
$562K +$51.6K +915 +10%
CWM
161
Cornerstone Wealth Management
Missouri
$551K -$17.5K -311 -3%
LNC
162
Lincoln National Corp
Pennsylvania
$551K +$25K +444 +5%
EWP
163
Engrave Wealth Partners
Texas
$545K
IWP
164
Icon Wealth Partners
Texas
$522K +$522K +9,249 New
CFGS
165
Concourse Financial Group Securities
Alabama
$490K -$124K -2,194 -20%
FHA
166
Flagship Harbor Advisors
Massachusetts
$484K +$3.95K +70 +0.8%
BRWM
167
B. Riley Wealth Management
Tennessee
$476K
AWG
168
Altus Wealth Group
Colorado
$466K +$167K +2,936 +56%
MFG
169
Magnus Financial Group
New York
$458K +$19.5K +345 +4%
CWM
170
Collaborative Wealth Management
Florida
$453K +$453K +8,539 New
EWA
171
Encompass Wealth Advisors
Oregon
$438K +$438K +7,698 New
NFG
172
Nations Financial Group
Iowa
$426K +$100K +1,775 +31%
SB
173
Strategic Blueprint
Georgia
$421K +$151K +2,676 +56%
CA
174
Cetera Advisors
Colorado
$408K +$35.2K +624 +9%
MAFM
175
Mid Atlantic Financial Management
Pennsylvania
$388K +$1.07K +19 +0.3%