FMB icon

First Trust Managed Municipal ETF

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
151
Meridian Wealth Management
Kentucky
$847K
TFA
152
Teamwork Financial Advisors
Texas
$836K +$43.5K +767 +5%
AWG
153
Altus Wealth Group
Colorado
$818K +$53.1K +935 +7%
SPC
154
Sigma Planning Corp
Michigan
$795K +$61.1K +1,076 +8%
WCM
155
WealthBridge Capital Management
Ohio
$792K +$77.4K +1,363 +11%
MFG
156
Magnus Financial Group
New York
$783K +$112K +1,965 +17%
GWA
157
GGM Wealth Advisors
Maryland
$782K -$691K -12,232 -47%
BWM
158
BerganKDV Wealth Management
Minnesota
$777K +$85.8K +1,511 +12%
CA
159
Cetera Advisors
Colorado
$736K +$293K +5,154 +66%
QCIG
160
Quad-Cities Investment Group
Iowa
$727K +$41.5K +731 +6%
US Bancorp
161
US Bancorp
Minnesota
$714K +$429K +7,548 +150%
IWM
162
IHT Wealth Management
Illinois
$703K +$21.5K +378 +3%
DWM
163
Doyle Wealth Management
Florida
$701K +$34.3K +603 +5%
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$670K -$156K -2,743 -19%
TF
165
TIAA FSB
Florida
$607K +$5.85K +103 +1%
NFG
166
Nations Financial Group
Iowa
$597K -$4.26K -75 -0.7%
PWM
167
Purus Wealth Management
California
$589K +$8.29K +146 +1%
SB
168
Strategic Blueprint
Georgia
$585K +$16.9K +297 +3%
Ameriprise
169
Ameriprise
Minnesota
$584K
GWM
170
Geneos Wealth Management
Colorado
$582K -$5.16K -91 -0.9%
LNC
171
Lincoln National Corp
Pennsylvania
$568K -$68.2K -1,201 -11%
WI
172
Wintrust Investments
Illinois
$565K -$22.4K -394 -4%
CFGS
173
Concourse Financial Group Securities
Alabama
$560K -$110K -1,942 -16%
CWM
174
Cornerstone Wealth Management
Missouri
$548K -$8.4K -148 -2%
SWP
175
Summit Wealth Partners
Florida
$544K +$210K +3,705 +63%