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First Trust Managed Municipal ETF

232 hedge funds and large institutions have $1.3B invested in First Trust Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
21
Increased
136
Reduced
53
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SMF
176
Sterling Manor Financial
New York
$384K
LFAS
177
Level Four Advisory Services
Texas
$382K -$210K -3,716 -35%
AWA
178
Arete Wealth Advisors
Illinois
$362K -$1.8K -32 -0.5%
SFS
179
Sowell Financial Services
Arkansas
$343K +$741 +13 +0.2%
WAP
180
Wealthcare Advisory Partners
Pennsylvania
$335K +$52.8K +935 +19%
ERWM
181
Elk River Wealth Management
Colorado
$333K
Rockefeller Capital Management
182
Rockefeller Capital Management
New York
$324K -$35.9K -636 -10%
CAM
183
Cozad Asset Management
Illinois
$303K -$72.7K -1,289 -19%
CWA
184
Core Wealth Advisors
Florida
$300K -$5.86K -104 -2%
JAWM
185
J. Arnold Wealth Management
Ohio
$297K -$2.3M -40,917 -89%
PWP
186
Principle Wealth Partners
Connecticut
$292K +$49.7K +881 +20%
IWA
187
Inspirion Wealth Advisors
Illinois
$290K +$3.73K +66 +1%
TA
188
TrueWealth Advisors
Alabama
$290K +$290K +5,092 New
GRP
189
Global Retirement Partners
California
$279K
PFGIA
190
Patriot Financial Group Insurance Agency
Massachusetts
$279K +$10.4K +184 +4%
SWMG
191
Signature Wealth Management Group
Georgia
$275K +$22.3K +395 +9%
VFA
192
Valeo Financial Advisors
Indiana
$272K
GSWM
193
Golden State Wealth Management
California
$261K
PA
194
PFG Advisors
Arizona
$253K -$240K -4,260 -49%
WIA
195
World Investment Advisors
California
$252K
HNW
196
High Note Wealth
Minnesota
$252K +$21.4K +380 +9%
SWP
197
Summit Wealth Partners
Florida
$248K +$248K +4,398 New
PMFA
198
Plante Moran Financial Advisors
Michigan
$247K
SAM
199
SignalPoint Asset Management
Missouri
$238K
EFS
200
Essex Financial Services
Connecticut
$234K +$234K +4,155 New