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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

248 hedge funds and large institutions have $1.51B invested in First Trust Managed Municipal ETF in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 144 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
248
Holders Change
-6
Holders Change %
-2.36%
% of All Funds
4.36%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.3%
New
20
Increased
144
Reduced
56
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$102M
2
AWA
ARQ Wealth Advisors
Arizona
$8.37M
3
Wells Fargo
Wells Fargo
California
$92M
4
HW
Hedeker Wealth
Illinois
$6.51M
5
Morgan Stanley
Morgan Stanley
New York
$155M

Top Sellers

1
WFS
Weitzel Financial Services
Iowa
$2.26M
2
FEG
Financial Enhancement Group
Indiana
$87K
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
176
Advisory Resource Group
Oklahoma
$512K -$15.7K -276 -3%
BRWM
177
B. Riley Wealth Management
Tennessee
$480K +$965 +17 +0.2%
HAS
178
HBW Advisory Services
California
$450K -$867K -15,276 -66%
CAL
179
Capital Analysts LLC
Pennsylvania
$440K +$112K +1,977 +34%
CAM
180
Cresset Asset Management
Illinois
$430K +$2.04K +36 +0.5%
GBT
181
Grove Bank & Trust
Florida
$429K +$429K +7,550 New
KWM
182
Kingsview Wealth Management
Oregon
$427K +$59.4K +1,047 +16%
SFPG
183
Stonebridge Financial Planning Group
Florida
$394K -$39.6K -699 -9%
TLP
184
Trinity Legacy Partners
Texas
$393K +$393K +6,924 New
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$392K +$398 +7 +0.1%
ERWM
186
Elk River Wealth Management
Colorado
$384K +$49.3K +869 +15%
CAM
187
Cozad Asset Management
Illinois
$371K – – –
SWMG
188
Signature Wealth Management Group
Georgia
$364K +$73K +1,284 +25%
MA
189
MONECO Advisors
Connecticut
$357K +$357K +6,294 New
VFA
190
Valeo Financial Advisors
Indiana
$353K – – –
IWP
191
Icon Wealth Partners
Texas
$349K -$2.95K -52 -0.8%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$335K -$2.78K -49 -0.8%
SMF
193
Sterling Manor Financial
New York
$329K -$6.24K -110 -2%
SCM
194
Seascape Capital Management
New Hampshire
$326K – – –
PAS
195
Park Avenue Securities
New York
$324K +$57.7K +1,017 +22%
TA
196
TrueWealth Advisors
Alabama
$315K +$8.13K +143 +3%
AWA
197
Arete Wealth Advisors
Illinois
$306K -$52.9K -931 -15%
HIM
198
Hanlon Investment Management
New Jersey
$306K +$306K +5,390 New
GRP
199
Global Retirement Partners
California
$295K +$14.2K +250 +5%
PWP
200
Principle Wealth Partners
Connecticut
$294K – – –
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