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First Trust Managed Municipal ETF

39 hedge funds and large institutions have $72M invested in First Trust Managed Municipal ETF in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
17
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$21.9M -$839K -15,896 -4%
Bank of America
2
Bank of America
North Carolina
$16.3M +$3.93M +74,408 +32%
RJA
3
Raymond James & Associates
Florida
$8.65M -$418K -7,928 -5%
LPL Financial
4
LPL Financial
California
$4.12M +$226K +4,281 +6%
IH
5
IFC Holdings
Florida
$3.84M +$3.5M +66,320 +1,005%
Goldman Sachs
6
Goldman Sachs
New York
$2M -$307K -5,809 -13%
Jane Street
7
Jane Street
New York
$1.85M +$1.85M +35,061 New
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.81M +$159K +3,019 +10%
CCA
9
Clearwater Capital Advisors
Illinois
$1.04M -$15.2K -288 -1%
FAAS
10
First Allied Advisory Services
California
$958K +$746K +14,137 +352%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$789K +$47.6K +902 +6%
UR
12
USCA RIA
Texas
$776K +$127K +2,406 +20%
VKH
13
Virtu KCG Holdings
New York
$752K +$752K +14,250 New
FHC
14
First Heartland Consultants
Missouri
$739K +$123K +2,324 +20%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$678K +$1.27K +24 +0.2%
OAM
16
Occidental Asset Management
California
$554K +$554K +10,500 New
BWM
17
BerganKDV Wealth Management
Minnesota
$459K +$2.95K +56 +0.6%
CIAS
18
Capital Investment Advisory Services
North Carolina
$403K +$792 +15 +0.2%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$397K +$31.6K +600 +9%
Wells Fargo
20
Wells Fargo
California
$388K -$61.1K -1,158 -14%
HighTower Advisors
21
HighTower Advisors
Illinois
$382K +$79.9K +1,514 +26%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$377K +$377K +7,140 New
LI
23
LVZ Inc
Michigan
$355K
RIA
24
Regal Investment Advisors
Michigan
$352K -$60.3K -1,144 -15%
CFC
25
Coyle Financial Counsel
Illinois
$306K +$306K +5,800 New