FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAG
1
Pinnacle Advisory Group
Maryland
$22.7M
2
Jane Street
2
Jane Street
New York
$25.6M
3
Bank of America
3
Bank of America
North Carolina
$90.8M
4
RJA
4
Raymond James & Associates
Florida
$24M
5
SS
5
Simplicity Solutions
Minnesota
$6.69M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
176
Eudaimonia Partners
Tennessee
$126K -$75.8K -1,400 -38%
WT
177
Washington Trust
Rhode Island
$109K +$109K +2,008 New
EWM
178
EPG Wealth Management
Georgia
$85K +$4.95K +92 +6%
MWM
179
MBE Wealth Management
Wisconsin
$80K +$80K +1,489 New
AA
180
AlphaMark Advisors
Kentucky
$76K +$76K +1,400 New
OPS
181
Orion Portfolio Solutions
Nebraska
$72K +$72K +1,329 New
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$54K +$54K +1,004 New
FHA
183
First Horizon Advisors
Tennessee
$33K +$160 +3 +0.5%
AIP
184
Ameritas Investment Partners
Nebraska
$29K – – –
AAP
185
Arax Advisory Partners
Colorado
$29K +$54 +1 +0.2%
DWM
186
Darwin Wealth Management
Florida
$27K +$27K +512 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$16K -$693 -13 -4%
LFG
188
LifePlan Financial Group
Ohio
$15K – – –
CFD
189
Creative Financial Designs
Indiana
$9K +$55 +1 +0.6%
WQ
190
Wealth Quarterback
New Jersey
$6.81K – – –
TI
191
tru Independence
Oregon
$1.26K +$666 +19,268 +112%
IAA
192
Independent Advisor Alliance
North Carolina
– -$6.39M -115,081 Closed
LA
193
LexAurum Advisors
Kansas
– -$2.17M -39,109 Closed
MIAN
194
Mariner Independent Advisor Network
Kansas
– -$869K -15,642 Closed
HAS
195
HBW Advisory Services
California
– -$413K -7,391 Closed
RIA
196
Regal Investment Advisors
Michigan
– -$381K -6,867 Closed
STB
197
S&T Bank
Pennsylvania
– -$254K -4,580 Closed
ACA
198
Ascension Capital Advisors
Texas
– -$218K -3,930 Closed
SIAP
199
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$55K -1,000 Closed
BCI
200
Brinker Capital Investments
Pennsylvania
– -$54K -976 Closed
5 6 7
8
9