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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.7B invested in First Trust Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
29
Increased
130
Reduced
102
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$44.2M
2
SFA
2
Sequoia Financial Advisors
Ohio
$26M
3
Jane Street
3
Jane Street
New York
$22.6M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
FTUS
5
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
FHC
4
First Heartland Consultants
Missouri
$1.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCBT
201
First Citizens Bank & Trust
North Carolina
$550K +$550K +10,358 New
WCM
202
WealthBridge Capital Management
Ohio
$536K -$23K -433 -4%
BPA
203
Beacon Pointe Advisors
California
$534K +$314K +5,920 +143%
WI
204
Wintrust Investments
Illinois
$531K +$2.97K +56 +0.6%
CWM
205
Cornerstone Wealth Management
Missouri
$514K +$1.38K +26 +0.3%
SCM
206
Seascape Capital Management
New Hampshire
$491K -$47.8K -900 -9%
SWRP
207
Summit Wealth & Retirement Planning
California
$485K +$485K +9,136 New
CAL
208
Capital Analysts LLC
Pennsylvania
$479K +$29.5K +557 +7%
DWM
209
Doyle Wealth Management
Florida
$471K -$199K -3,744 -30%
ARG
210
Advisory Resource Group
Oklahoma
$467K -$6.63K -125 -1%
AWM
211
Accel Wealth Management
Iowa
$461K +$2.12K +40 +0.5%
HAS
212
HBW Advisory Services
California
$454K +$57.9K +1,091 +15%
SFG
213
Sovereign Financial Group
Connecticut
$451K +$180K +3,395 +67%
CA
214
Cetera Advisors
Colorado
$441K -$184K -3,473 -29%
KWM
215
Kingsview Wealth Management
Oregon
$439K -$45.7K -862 -9%
WA
216
WBH Advisory
Maryland
$426K -$954K -18,538 -69%
CAM
217
Cozad Asset Management
Illinois
$416K – – –
BIM
218
Bullseye Investment Management
Ohio
$409K – – –
CAM
219
Cresset Asset Management
Illinois
$406K +$2.02K +38 +0.5%
QPW
220
Quantum Private Wealth
Florida
$382K – – –
CMS
221
Capital Market Strategies
Florida
$378K – – –
TA
222
TrueWealth Advisors
Alabama
$368K – – –
PA
223
PFG Advisors
Arizona
$350K +$146K +2,745 +71%
FF
224
Financial Futures
New Jersey
$350K +$350K +6,602 New
Susquehanna International Group
225
Susquehanna International Group
Pennsylvania
$347K +$347K +6,543 New
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