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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 %
IWA
201
Inspirion Wealth Advisors
Illinois
$292K – – –
PFGIA
202
Patriot Financial Group Insurance Agency
Massachusetts
$280K -$14.9K -262 -5%
SFG
203
Sovereign Financial Group
Connecticut
$277K +$277K +4,886 New
PA
204
PFG Advisors
Arizona
$266K +$1.25K +22 +0.5%
AWM
205
Accel Wealth Management
Iowa
$262K +$61.9K +1,091 +31%
BEI
206
Benjamin Edwards Inc
Missouri
$261K +$10.8K +190 +4%
HNW
207
High Note Wealth
Minnesota
$254K +$4.36K +77 +2%
WIA
208
World Investment Advisors
California
$251K – – –
VA
209
Valmark Advisers
Ohio
$250K – – –
PMFA
210
Plante Moran Financial Advisors
Michigan
$249K – – –
GSWM
211
Golden State Wealth Management
California
$246K +$36K +633 +17%
EWM
212
EPG Wealth Management
Georgia
$243K +$18K +316 +8%
MA
213
MBA Advisors
Pennsylvania
$240K +$240K +4,228 New
SAM
214
SignalPoint Asset Management
Missouri
$239K – – –
GWM
215
Gray Wealth Management
Maine
$239K +$239K +4,205 New
EFS
216
Essex Financial Services
Connecticut
$236K – – –
BPA
217
Beacon Pointe Advisors
California
$235K +$1.08K +19 +0.5%
CA
218
Calton & Associates
Florida
$233K +$233K +4,114 New
GCA
219
Genesee Capital Advisors
New York
$231K +$231K +4,061 New
IAN
220
Integrated Advisors Network
Texas
$224K -$132K -2,328 -37%
GWSG
221
GPS Wealth Strategies Group
Colorado
$221K +$39.8K +700 +22%
DAS
222
Dynamic Advisor Solutions
Arizona
$215K -$2.67K -47 -1%
FNWM
223
Financial Network Wealth Management
Utah
$212K – – –
RG
224
Retirement Group
California
$112K +$513 +9 +0.5%
ODG
225
O'Dell Group
Ohio
$102K +$102K +1,797 New
7 8
9
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