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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

85 hedge funds and large institutions have $310M invested in First Trust Managed Municipal ETF in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+9
Holders Change %
+11.84%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
50
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$60.6M
2
UBS Group
UBS Group
Switzerland
$36M
3
Morgan Stanley
Morgan Stanley
New York
$55.4M
4
BCP
Blackhawk Capital Partners
Wisconsin
$4.71M
5
Bank of America
Bank of America
North Carolina
$29.5M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$9.51M
2
VF
Virtu Financial
New York
$0
3
CWM
Cornerstone Wealth Management
Missouri
$405K
4
LPL Financial
LPL Financial
California
$19.5M
5
PCM
Prelude Capital Management
New York
$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$60.6M +$60.6M +1,161 New
Morgan Stanley
2
Morgan Stanley
New York
$55.4M +$4.83M +92,422 +10%
UBS Group
3
UBS Group
Switzerland
$36M +$10.1M +193,681 +39%
Bank of America
4
Bank of America
North Carolina
$29.5M +$3.19M +61,019 +12%
LPL Financial
5
LPL Financial
California
$19.5M -$1.13M -21,691 -5%
LPT
6
Legacy Private Trust
Wisconsin
$14.1M +$149K +2,860 +1%
RJA
7
Raymond James & Associates
Florida
$9.51M -$4.72M -90,409 -33%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.36M +$3.01M +57,645 +47%
EIA
9
Eldridge Investment Advisors
New Hampshire
$6.84M +$157K +3,006 +2%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$4.85M +$1.75M +33,475 +56%
BCP
11
Blackhawk Capital Partners
Wisconsin
$4.71M +$3.42M +65,509 +266%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.24M +$390K +7,463 +10%
GAG
13
GM Advisory Group
New York
$3.03M +$2.49M +47,580 +454%
AG
14
Advisor Group
Arizona
$2.91M +$1.49M +28,579 +106%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.57M +$2.57M +49,235 New
MI
16
Moneywise Inc
Virginia
$2.29M +$1.12M +21,488 +96%
AC
17
Avestar Capital
New York
$2.2M +$238K +4,596 +12%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$2M – – –
HighTower Advisors
19
HighTower Advisors
Illinois
$1.89M +$542K +10,367 +40%
Jane Street
20
Jane Street
New York
$1.87M -$173K -3,310 -8%
MML Investors Services
21
MML Investors Services
Massachusetts
$1.75M +$209K +4,006 +14%
Wells Fargo
22
Wells Fargo
California
$1.69M +$197K +3,780 +13%
CCA
23
Clearwater Capital Advisors
Illinois
$1.67M -$133K -2,550 -7%
CCG
24
Cypress Capital Group
Florida
$1.66M +$995K +19,048 +151%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.64M +$218K +4,171 +15%
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