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First Trust Managed Municipal ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
TA
201
TrueWealth Advisors
Alabama
$309K +$17.6K +307 +6%
PWP
202
Principle Wealth Partners
Connecticut
$297K
PFGIA
203
Patriot Financial Group Insurance Agency
Massachusetts
$297K +$14.3K +250 +5%
IC
204
Inscription Capital
Texas
$297K +$297K +5,181 New
IWA
205
Inspirion Wealth Advisors
Illinois
$294K
SWMG
206
Signature Wealth Management Group
Georgia
$293K +$14.2K +249 +5%
US Bancorp
207
US Bancorp
Minnesota
$288K +$55.4K +967 +24%
GRP
208
Global Retirement Partners
California
$284K
JAWM
209
J. Arnold Wealth Management
Ohio
$282K -$21K -367 -7%
PAS
210
Park Avenue Securities
New York
$269K +$269K +4,697 New
PA
211
PFG Advisors
Arizona
$267K +$9.8K +171 +4%
WIA
212
World Investment Advisors
California
$253K
BEI
213
Benjamin Edwards Inc
Missouri
$253K +$20.2K +352 +9%
HNW
214
High Note Wealth
Minnesota
$252K -$3.54K -62 -1%
VA
215
Valmark Advisers
Ohio
$252K +$252K +4,399 New
PMFA
216
Plante Moran Financial Advisors
Michigan
$251K
SAM
217
SignalPoint Asset Management
Missouri
$241K
BPA
218
Beacon Pointe Advisors
California
$236K +$1.21K +21 +0.5%
EFS
219
Essex Financial Services
Connecticut
$234K
EWM
220
EPG Wealth Management
Georgia
$227K +$227K +3,956 New
DAS
221
Dynamic Advisor Solutions
Arizona
$219K +$219K +3,829 New
FNWM
222
Financial Network Wealth Management
Utah
$213K
GSWM
223
Golden State Wealth Management
California
$211K -$54.3K -950 -20%
AWM
224
Accel Wealth Management
Iowa
$202K +$29.4K +514 +17%
CWA
225
Core Wealth Advisors
Florida
$195K -$111K -1,929 -36%