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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 %
KWM
201
Kingsview Wealth Management
Oregon
$243K +$243K +4,281 New
BRWA
202
B. Riley Wealth Advisors
Florida
$242K +$242K +4,265 New
ACA
203
Aptus Capital Advisors
Alabama
$241K -$128K -2,250 -35%
SAM
204
SignalPoint Asset Management
Missouri
$239K
HNW
205
High Note Wealth
Minnesota
$232K +$232K +4,094 New
BPA
206
Beacon Pointe Advisors
California
$231K +$1.31K +23 +0.6%
DAS
207
Dynamic Advisor Solutions
Arizona
$215K -$5.1K -90 -2%
FNWM
208
Financial Network Wealth Management
Utah
$211K +$211K +3,725 New
BEI
209
Benjamin Edwards Inc
Missouri
$209K +$23K +404 +12%
TF
210
TRH Financial
Iowa
$208K -$125K -2,209 -38%
Fisher Asset Management
211
Fisher Asset Management
Washington
$204K +$204K +3,604 New
OIM
212
Oder Investment Management
California
$203K +$203K +3,593 New
PNC Financial Services Group
213
PNC Financial Services Group
Pennsylvania
$146K -$113K -1,977 -44%
AWM
214
Accel Wealth Management
Iowa
$142K +$142K +2,501 New
EP
215
Eudaimonia Partners
Tennessee
$141K
TFS
216
TrustCore Financial Services
Tennessee
$125K +$125K +2,200 New
RG
217
Retirement Group
California
$109K +$563 +10 +0.5%
WT
218
Washington Trust
Rhode Island
$95K
CAL
219
Capital Analysts LLC
Pennsylvania
$89K +$89K +1,561 New
EIP
220
Ellis Investment Partners
Pennsylvania
$66K +$399 +7 +0.6%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$57K +$57K +1,000 New
CFD
222
Creative Financial Designs
Indiana
$52K +$52K +909 New
FFA
223
Freedman Financial Associates
Massachusetts
$43K +$43K +750 New
IAIM
224
International Assets Investment Management
Florida
$40K +$40K +700 New
AIP
225
Ameritas Investment Partners
Nebraska
$31K