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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

180 hedge funds and large institutions have $755M invested in First Trust Managed Municipal ETF in 2019 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
180
Holders Change
+46
Holders Change %
+34.33%
% of All Funds
3.55%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.16%
New
54
Increased
90
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$38.6M
2
Bank of America
2
Bank of America
North Carolina
$78.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$102M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$15.9M
5
LPL Financial
5
LPL Financial
California
$45.1M

Top Sellers

1
SFS
1
Sowell Financial Services
Arkansas
$109K
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$0
3
NFG
3
Next Financial Group
Texas
$1.12M
4
PCM
4
Prelude Capital Management
New York
$0
5
NWM
5
Northwest Wealth Management
Iowa
$1.75M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$102M 1,844,328 +168,754 +10%
UBS Group
2
UBS Group
Switzerland
$88.6M 1,594,675 +65,512 +4%
Bank of America
3
Bank of America
North Carolina
$78.1M 1,406,626 +215,947 +18%
LPL Financial
4
LPL Financial
California
$45.1M 812,341 +150,276 +23%
Wells Fargo
5
Wells Fargo
California
$38.6M 694,631 +279,862 +67%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$23.4M 421,530 +51,842 +14%
AAS
7
Avantax Advisory Services
Texas
$18.7M 336,440 +54,839 +19%
RJA
8
Raymond James & Associates
Florida
$17.2M 309,453 +20,189 +7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15.9M 286,293 +166,409 +139%
FFG
10
Frisch Financial Group
New York
$15.6M 280,541 +24,671 +10%
OAJ
11
Ogorek Anthony Joseph
New York
$12.2M 220,164 +17,770 +9%
OAM
12
Oppenheimer Asset Management
New York
$11.7M 211,173 +1,690 +0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.7M 192,092 +7,407 +4%
LPT
14
Legacy Private Trust
Wisconsin
$10.6M 191,639 +7,167 +4%
AG
15
Advisor Group
Arizona
$9.89M 178,010 +27,660 +18%
Citigroup
16
Citigroup
New York
$9.19M 165,484 +42,385 +34%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$9.19M 165,653 +21,704 +15%
EIA
18
Eldridge Investment Advisors
New Hampshire
$7.98M 143,696 +6,401 +5%
MML Investors Services
19
MML Investors Services
Massachusetts
$7.8M 140,468 +53,400 +61%
EFL
20
ERn Financial LLC
Wisconsin
$7.74M 139,385 +29,211 +27%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7.44M 129,846 – –
GAG
22
GM Advisory Group
New York
$7.25M 130,522 +10,566 +9%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$6.43M 115,781 -2,041 -2%
IAA
24
Independent Advisor Alliance
North Carolina
$6.39M 115,081 +115,081 New
CCG
25
Cypress Capital Group
Florida
$6.36M 114,426 +14,127 +14%
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