FMB icon

First Trust Managed Municipal ETF

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMF
176
Sterling Manor Financial
New York
$386K +$386K +6,812 New
CAM
177
Cozad Asset Management
Illinois
$378K -$43.3K -764 -10%
CA
178
Cetera Advisors
Colorado
$375K +$57 +1 +0%
US Bancorp
179
US Bancorp
Minnesota
$370K +$101K +1,781 +38%
AWA
180
Arete Wealth Advisors
Illinois
$366K +$25.2K +445 +7%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$362K +$152K +2,672 +72%
PWM
182
Peterson Wealth Management
Nevada
$345K +$50.1K +882 +17%
SFS
183
Sowell Financial Services
Arkansas
$341K +$511 +9 +0.2%
ERWM
184
Elk River Wealth Management
Colorado
$335K +$335K +5,900 New
NFG
185
Nations Financial Group
Iowa
$328K +$105K +1,845 +47%
CWA
186
Core Wealth Advisors
Florida
$308K +$17.4K +307 +6%
AWG
187
Altus Wealth Group
Colorado
$298K +$298K +5,257 New
IWA
188
Inspirion Wealth Advisors
Illinois
$288K +$1.14K +20 +0.4%
AFC
189
AFT Forsyth & Company
Florida
$284K
WAP
190
Wealthcare Advisory Partners
Pennsylvania
$284K +$27.2K +479 +11%
GRP
191
Global Retirement Partners
California
$281K
VFA
192
Valeo Financial Advisors
Indiana
$273K +$18.2K +321 +7%
SB
193
Strategic Blueprint
Georgia
$271K +$271K +4,783 New
PFGIA
194
Patriot Financial Group Insurance Agency
Massachusetts
$270K -$36K -634 -12%
GSWM
195
Golden State Wealth Management
California
$263K -$42.2K -745 -14%
HFP
196
Holistic Financial Partners
Indiana
$260K
WIA
197
World Investment Advisors
California
$254K
SWMG
198
Signature Wealth Management Group
Georgia
$254K +$30.1K +531 +13%
PMFA
199
Plante Moran Financial Advisors
Michigan
$249K
PWP
200
Principle Wealth Partners
Connecticut
$244K