FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$26.7M
2
MMA
2
Miracle Mile Advisors
California
$17.1M
3
Wells Fargo
3
Wells Fargo
California
$105M
4
LPL Financial
4
LPL Financial
California
$112M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$48.4M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
Jane Street
2
Jane Street
New York
$0
3
HW
3
Hedeker Wealth
Illinois
$655K
4
HI
4
Harbour Investments
Wisconsin
$2.62M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$58K
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWS
201
Kestra Private Wealth Services
Texas
$500K +$500K +8,776 New
ARG
202
Advisory Resource Group
Oklahoma
$494K -$4.65K -84 -0.9%
AWM
203
Accel Wealth Management
Iowa
$493K +$230K +4,029 +87%
BRWM
204
B. Riley Wealth Management
Tennessee
$483K +$1.14K +20 +0.2%
CAL
205
Capital Analysts LLC
Pennsylvania
$483K +$41.5K +729 +9%
CAM
206
Cozad Asset Management
Illinois
$447K +$75K +1,315 +20%
BIM
207
Bullseye Investment Management
Ohio
$439K +$439K +7,700 New
CAM
208
Cresset Asset Management
Illinois
$434K +$2.05K +36 +0.5%
HAS
209
HBW Advisory Services
California
$425K -$26.5K -466 -6%
CWM
210
Collaborative Wealth Management
Florida
$420K +$420K +7,374 New
QPW
211
Quantum Private Wealth
Florida
$410K +$410K +7,200 New
CMS
212
Capital Market Strategies
Florida
$406K +$406K +7,133 New
ERWM
213
Elk River Wealth Management
Colorado
$386K – – –
Renaissance Technologies
214
Renaissance Technologies
New York
$384K +$384K +6,735 New
SWMG
215
Signature Wealth Management Group
Georgia
$374K +$9K +158 +2%
TA
216
TrueWealth Advisors
Alabama
$368K +$52.3K +919 +17%
VFA
217
Valeo Financial Advisors
Indiana
$354K – – –
IWP
218
Icon Wealth Partners
Texas
$350K – – –
KCA
219
Karn Couzens & Associates
Connecticut
$345K +$345K +6,059 New
ATPW
220
Ashton Thomas Private Wealth
Arizona
$342K +$342K +6,000 New
HNWAG
221
High Net Worth Advisory Group
Florida
$341K +$341K +5,990 New
SMF
222
Sterling Manor Financial
New York
$321K -$9.87K -173 -3%
SBWIC
223
Schaper Benz & Wise Investment Counsel
Wisconsin
$319K +$319K +5,601 New
HIM
224
Hanlon Investment Management
New Jersey
$307K – – –
AWA
225
Arete Wealth Advisors
Illinois
$305K -$1.2K -21 -0.4%
7 8
9
10 11