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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

192 hedge funds and large institutions have $866M invested in First Trust Managed Municipal ETF in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 97 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
4.24%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
30
Increased
97
Reduced
44
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$23.9M
2
PAG
2
Pinnacle Advisory Group
Maryland
$22.7M
3
Jane Street
3
Jane Street
New York
$25.6M
4
Bank of America
4
Bank of America
North Carolina
$90.8M
5
RJA
5
Raymond James & Associates
Florida
$24M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
UBS Group
2
UBS Group
Switzerland
$82.4M
3
LA
3
LexAurum Advisors
Kansas
$0
4
MML Investors Services
4
MML Investors Services
Massachusetts
$6.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$103M 1,907,128 +62,800 +3%
Bank of America
2
Bank of America
North Carolina
$90.8M 1,678,448 +271,822 +19%
UBS Group
3
UBS Group
Switzerland
$82.4M 1,524,576 -70,099 -4%
LPL Financial
4
LPL Financial
California
$49M 906,751 +94,410 +12%
Wells Fargo
5
Wells Fargo
California
$40.8M 753,967 +59,336 +9%
Jane Street
6
Jane Street
New York
$25.6M 474,269 +381,849 +413%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$25.1M 464,274 +42,744 +10%
RJA
8
Raymond James & Associates
Florida
$24M 443,825 +134,372 +43%
Osaic Holdings
9
Osaic Holdings
Arizona
$23.9M 442,827 +442,827 New
PAG
10
Pinnacle Advisory Group
Maryland
$22.7M 418,957 +418,957 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.8M 366,068 +79,775 +28%
AAS
12
Avantax Advisory Services
Texas
$17.4M 321,303 -15,137 -4%
FFG
13
Frisch Financial Group
New York
$14.8M 274,595 -5,946 -2%
Citigroup
14
Citigroup
New York
$14.1M 261,280 +95,796 +58%
OAJ
15
Ogorek Anthony Joseph
New York
$12.5M 231,361 +11,197 +5%
LPT
16
Legacy Private Trust
Wisconsin
$11.6M 214,698 +23,059 +12%
OAM
17
Oppenheimer Asset Management
New York
$11.3M 209,327 -1,846 -0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$9.02M 166,867 -25,225 -13%
EIA
19
Eldridge Investment Advisors
New Hampshire
$8.16M 150,980 +7,284 +5%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$7.44M 129,846 – –
EFL
21
ERn Financial LLC
Wisconsin
$7.37M 136,247 -3,138 -2%
GAG
22
GM Advisory Group
New York
$6.95M 128,551 -1,971 -2%
AWM
23
AE Wealth Management
Kansas
$6.81M 125,967 +119,105 +1,736%
SS
24
Simplicity Solutions
Minnesota
$6.69M 123,647 +123,647 New
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$6.66M 123,085 +7,304 +6%
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