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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

134 hedge funds and large institutions have $621M invested in First Trust Managed Municipal ETF in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 87 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
16
Increased
87
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$85M
2
Morgan Stanley
Morgan Stanley
New York
$93.1M
3
Bank of America
Bank of America
North Carolina
$66.2M
4
Wells Fargo
Wells Fargo
California
$23M
5
LPL Financial
LPL Financial
California
$36.8M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
CFG
CMC Financial Group
Georgia
$0
3
WP
WealthSource Partners
California
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$1.41M
5
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$1.42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$93.1M +$15.3M +276,243 +20%
UBS Group
2
UBS Group
Switzerland
$85M +$15.5M +278,333 +22%
Bank of America
3
Bank of America
North Carolina
$66.2M +$12.8M +231,220 +24%
LPL Financial
4
LPL Financial
California
$36.8M +$6.58M +118,462 +22%
Wells Fargo
5
Wells Fargo
California
$23M +$7.61M +136,921 +49%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$20.5M +$5.15M +92,621 +33%
RJA
7
Raymond James & Associates
Florida
$16.1M +$2.12M +38,178 +15%
AAS
8
Avantax Advisory Services
Texas
$15.7M +$1.67M +29,932 +12%
FFG
9
Frisch Financial Group
New York
$14.2M +$23.5K +423 +0.2%
OAM
10
Oppenheimer Asset Management
New York
$11.6M -$89.7K -1,615 -0.8%
OAJ
11
Ogorek Anthony Joseph
New York
$11.2M +$267K +4,805 +2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.3M +$751K +13,513 +8%
LPT
13
Legacy Private Trust
Wisconsin
$10.2M +$35.1K +631 +0.3%
AG
14
Advisor Group
Arizona
$8.35M +$2.24M +40,396 +37%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$8M +$4.44M +79,825 +124%
EIA
16
Eldridge Investment Advisors
New Hampshire
$7.63M +$129K +2,326 +2%
Carson Wealth (CWM LLC)
17
Carson Wealth (CWM LLC)
Nebraska
$7.44M – – –
Citigroup
18
Citigroup
New York
$6.84M +$4.61M +82,975 +207%
GAG
19
GM Advisory Group
New York
$6.67M +$919K +16,549 +16%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.66M +$2.68M +48,251 +67%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$6.55M +$183K +3,292 +3%
EFL
22
ERn Financial LLC
Wisconsin
$6.12M +$734K +13,208 +14%
CCG
23
Cypress Capital Group
Florida
$5.57M +$1.46M +26,349 +36%
BCP
24
Blackhawk Capital Partners
Wisconsin
$5.05M +$127K +2,279 +3%
Jane Street
25
Jane Street
New York
$4.93M -$23.5K -423 -0.5%
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