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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

254 hedge funds and large institutions have $1.47B invested in First Trust Managed Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
4.43%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
36
Increased
136
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAMG
1
CWA Asset Management Group
Florida
$68.8M
2
WFS
2
Weitzel Financial Services
Iowa
$31M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$150M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
UBS Group
2
UBS Group
Switzerland
$109M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$826K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FFG
5
Frisch Financial Group
New York
$14M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
176
Strategic Blueprint
Georgia
$573K +$146K +2,547 +34%
CWM
177
Cornerstone Wealth Management
Missouri
$561K +$1.49K +26 +0.3%
ARG
178
Advisory Resource Group
Oklahoma
$532K -$119K -2,080 -18%
BRWM
179
B. Riley Wealth Management
Tennessee
$483K – – –
LFAS
180
Level Four Advisory Services
Texas
$478K +$90.5K +1,579 +23%
CA
181
Cetera Advisors
Colorado
$448K +$33.3K +580 +8%
SFPG
182
Stonebridge Financial Planning Group
Florida
$441K -$140K -2,424 -24%
CAM
183
Cresset Asset Management
Illinois
$432K +$432K +7,537 New
MAFM
184
Mid Atlantic Financial Management
Pennsylvania
$395K +$1.03K +18 +0.3%
CAM
185
Cozad Asset Management
Illinois
$374K +$65.9K +1,150 +21%
KWM
186
Kingsview Wealth Management
Oregon
$371K +$371K +6,481 New
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$366K +$366K +6,395 New
AWA
188
Arete Wealth Advisors
Illinois
$362K -$6.19K -108 -2%
IAN
189
Integrated Advisors Network
Texas
$359K -$230K -4,022 -39%
FI
190
Financial Insights
Washington
$358K +$358K +625 New
VFA
191
Valeo Financial Advisors
Indiana
$356K +$80.1K +1,400 +29%
IWP
192
Icon Wealth Partners
Texas
$355K -$174K -3,048 -33%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$341K +$917 +16 +0.3%
OMC
194
Old Mission Capital
Illinois
$340K +$340K +5,939 New
SMF
195
Sterling Manor Financial
New York
$339K -$51.6K -900 -13%
ERWM
196
Elk River Wealth Management
Colorado
$338K – – –
SWP
197
Summit Wealth Partners
Florida
$337K +$84.8K +1,480 +34%
CAL
198
Capital Analysts LLC
Pennsylvania
$331K +$154K +2,687 +87%
SCM
199
Seascape Capital Management
New Hampshire
$329K +$120K +2,100 +58%
ARC
200
Advisor Resource Council
Texas
$311K +$311K +5,437 New
6 7
8
9 10