FMB icon

First Trust Managed Municipal ETF

196 hedge funds and large institutions have $984M invested in First Trust Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
21
Increased
103
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$220K +$824 +15 +0.4%
BWM
177
BT Wealth Management
Georgia
$214K -$90.8K -1,650 -30%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$211K
DAS
179
Dynamic Advisor Solutions
Arizona
$205K +$205K +3,728 New
BEI
180
Benjamin Edwards Inc
Missouri
$181K +$496 +9 +0.3%
CAPTRUST Financial Advisors
181
CAPTRUST Financial Advisors
North Carolina
$142K +$551 +10 +0.4%
EP
182
Eudaimonia Partners
Tennessee
$128K
RG
183
Retirement Group
California
$105K +$105K +1,915 New
WT
184
Washington Trust
Rhode Island
$92K -$17.9K -327 -16%
AA
185
AlphaMark Advisors
Kentucky
$77K
OPS
186
Orion Portfolio Solutions
Nebraska
$73K +$274 +5 +0.4%
EIP
187
Ellis Investment Partners
Pennsylvania
$63K +$63K +1,146 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$56K +$333 +6 +0.6%
FHA
189
First Horizon Advisors
Tennessee
$34K +$219 +4 +0.6%
AIP
190
Ameritas Investment Partners
Nebraska
$30K
AAP
191
Arax Advisory Partners
Colorado
$29K
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$17K
LFG
193
LifePlan Financial Group
Ohio
$15K
WCG
194
Weaver Consulting Group
California
$7K +$7K +125 New
HFA
195
Hoover Financial Advisors
Pennsylvania
$3K +$3K +58 New
TI
196
tru Independence
Oregon
$1.22K -$60 -1,705 -5%
AWA
197
ARQ Wealth Advisors
Arizona
-$3.71M -68,677 Closed
TFS
198
Thoroughbred Financial Services
Tennessee
-$2.03M -37,536 Closed
MHR
199
Matthew Hamilton Rosenberg
-$1.07M -19,730 Closed
PCM
200
Prelude Capital Management
New York
-$673K -12,455 Closed