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First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
151
Regal Investment Advisors
Michigan
$1.06M +$21.7K +381 +2%
CCA
152
Cottonwood Capital Advisors
Utah
$1.05M +$1.05M +18,392 New
HWA
153
HCR Wealth Advisors
California
$994K
FSG
154
Financial Strategies Group
Michigan
$983K +$106K +1,868 +12%
CAG
155
Csenge Advisory Group
Florida
$965K -$78.9K -1,377 -8%
BWM
156
BerganKDV Wealth Management
Minnesota
$944K +$164K +2,872 +21%
HCM
157
Hollencrest Capital Management
California
$937K -$517K -9,069 -36%
CFG
158
Cooper Financial Group
California
$936K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$907K +$907K +15,923 New
USCWA
160
U.S. Capital Wealth Advisors
Texas
$871K
MWM
161
Meridian Wealth Management
Kentucky
$856K +$5.98K +105 +0.7%
SWM
162
SeaCrest Wealth Management
New York
$842K -$92.2K -1,618 -10%
EWP
163
Engrave Wealth Partners
Texas
$839K -$265K -4,648 -24%
AWG
164
Altus Wealth Group
Colorado
$835K +$14.2K +249 +2%
TFA
165
Teamwork Financial Advisors
Texas
$834K -$4.61K -81 -0.6%
NWMG
166
National Wealth Management Group
Ohio
$825K +$825K +14,475 New
MFG
167
Magnus Financial Group
New York
$806K +$19.6K +344 +2%
PWA
168
PCG Wealth Advisors
Kansas
$798K +$798K +14,015 New
VA
169
Valmark Advisers
Ohio
$788K +$537K +9,424 +214%
SPC
170
Sigma Planning Corp
Michigan
$779K -$18.5K -325 -2%
SFA
171
Sequoia Financial Advisors
Ohio
$765K +$765K +13,423 New
QCIG
172
Quad-Cities Investment Group
Iowa
$734K +$3.82K +67 +0.5%
MA
173
MONECO Advisors
Connecticut
$734K +$384K +6,896 +110%
Ameriprise
174
Ameriprise
Minnesota
$723K +$137K +2,408 +23%
SWP
175
Summit Wealth Partners
Florida
$720K +$174K +3,054 +32%