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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

123 hedge funds and large institutions have $493M invested in First Trust Managed Municipal ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+13
Holders Change %
+11.82%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
20
Increased
78
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$68.5M
2
Wells Fargo
Wells Fargo
California
$15.2M
3
Morgan Stanley
Morgan Stanley
New York
$76.6M
4
LPL Financial
LPL Financial
California
$29.8M
5
AAS
Avantax Advisory Services
Texas
$13.8M

Top Sellers

1
BCP
Blackhawk Capital Partners
Wisconsin
$4.86M
2
SB
Suntrust Banks
Georgia
$0
3
MSAM
Moloney Securities Asset Management
Missouri
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.92M
5
IWM
IHT Wealth Management
Illinois
$841K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$76.6M +$8.94M +163,155 +13%
UBS Group
2
UBS Group
Switzerland
$68.5M +$19.7M +359,422 +40%
Bank of America
3
Bank of America
North Carolina
$52.5M +$3.67M +67,047 +8%
LPL Financial
4
LPL Financial
California
$29.8M +$8.06M +147,142 +37%
Wells Fargo
5
Wells Fargo
California
$15.2M +$13.5M +247,018 +801%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$15.2M +$2.28M +41,666 +18%
FFG
7
Frisch Financial Group
New York
$14M +$50.2K +916 +0.4%
AAS
8
Avantax Advisory Services
Texas
$13.8M +$7.51M +137,159 +120%
RJA
9
Raymond James & Associates
Florida
$13.8M +$810K +14,797 +6%
OAM
10
Oppenheimer Asset Management
New York
$11.6M +$95.7K +1,747 +0.8%
OAJ
11
Ogorek Anthony Joseph
New York
$10.8M -$309K -5,636 -3%
LPT
12
Legacy Private Trust
Wisconsin
$10.1M +$3.71M +67,701 +58%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9.38M +$4.71M +86,051 +101%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.44M – – –
EIA
15
Eldridge Investment Advisors
New Hampshire
$7.39M +$45.4K +829 +0.6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$6.27M +$2.05M +37,390 +48%
AG
17
Advisor Group
Arizona
$6.02M +$1.6M +29,272 +36%
GAG
18
GM Advisory Group
New York
$5.66M +$1.23M +22,483 +28%
EFL
19
ERn Financial LLC
Wisconsin
$5.31M +$852K +15,550 +19%
Jane Street
20
Jane Street
New York
$4.89M +$670K +12,230 +16%
BCP
21
Blackhawk Capital Partners
Wisconsin
$4.86M -$1.4M -25,578 -22%
SEIA
22
Signature Estate & Investment Advisors
California
$4.12M +$4.12M +75,187 New
CCG
23
Cypress Capital Group
Florida
$4.05M +$299K +5,467 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$3.92M -$480K -8,759 -11%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$3.51M +$2.16M +39,492 +160%
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