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First Trust Managed Municipal ETF

196 hedge funds and large institutions have $984M invested in First Trust Managed Municipal ETF in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 103 increasing their positions, 47 reducing their positions, and 16 closing their positions.

Holders
196
Holders Change
+4
Holders Change %
+2.08%
% of All Funds
4.03%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.23%
New
21
Increased
103
Reduced
47
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$110M 2,003,947 +325,499 +19%
Morgan Stanley
2
Morgan Stanley
New York
$110M 1,995,623 +88,495 +5%
UBS Group
3
UBS Group
Switzerland
$87.4M 1,588,921 +64,345 +4%
Wells Fargo
4
Wells Fargo
California
$60.4M 1,097,819 +343,852 +46%
LPL Financial
5
LPL Financial
California
$54.8M 996,872 +90,121 +10%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.8M 541,994 +77,720 +17%
RJA
7
Raymond James & Associates
Florida
$26.6M 483,812 +39,987 +9%
Osaic Holdings
8
Osaic Holdings
Arizona
$25.4M 461,690 +18,863 +4%
PAG
9
Pinnacle Advisory Group
Maryland
$24M 436,042 +17,085 +4%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$23.9M 435,358 +351,542 +419%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$22.1M 401,260 +35,192 +10%
AAS
12
Avantax Advisory Services
Texas
$18.7M 339,589 +18,286 +6%
FFG
13
Frisch Financial Group
New York
$15.1M 274,780 +185 +0.1%
Citigroup
14
Citigroup
New York
$14.9M 271,253 +9,973 +4%
LPT
15
Legacy Private Trust
Wisconsin
$14M 254,922 +40,224 +19%
OAJ
16
Ogorek Anthony Joseph
New York
$12.8M 231,816 +455 +0.2%
OAM
17
Oppenheimer Asset Management
New York
$10.9M 197,546 -11,781 -6%
AWM
18
AE Wealth Management
Kansas
$9.99M 181,581 +55,614 +44%
VBFG
19
Vishria Bird Financial Group
Tennessee
$9.85M 179,049 +179,049 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$9.71M 176,475 +9,608 +6%
EFL
21
ERn Financial LLC
Wisconsin
$9.11M 165,593 +29,346 +22%
SS
22
Simplicity Solutions
Minnesota
$8.52M 154,877 +31,230 +25%
GAG
23
GM Advisory Group
New York
$8.09M 147,059 +18,508 +14%
EIA
24
Eldridge Investment Advisors
New Hampshire
$8.02M 145,862 -5,118 -3%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$7.44M 129,846