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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

202 hedge funds and large institutions have $1.08B invested in First Trust Managed Municipal ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 112 increasing their positions, 42 reducing their positions, and 15 closing their positions.

Holders
202
Holders Change
+6
Holders Change %
+3.06%
% of All Funds
4.09%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.24%
New
21
Increased
112
Reduced
42
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$66M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$39.5M
3
Citadel Advisors
3
Citadel Advisors
Florida
$8.35M
4
Wells Fargo
4
Wells Fargo
California
$69.1M
5
KAS
5
Kestra Advisory Services
Texas
$8.04M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$8.78M
2
OAM
2
Oppenheimer Asset Management
New York
$5.15M
3
Jane Street
3
Jane Street
New York
$0
4
GIA
4
Gladstone Institutional Advisory
Florida
$4.82M
5
UBS Group
5
UBS Group
Switzerland
$86.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$116M 2,085,809 +90,186 +5%
Bank of America
2
Bank of America
North Carolina
$116M 2,084,073 +80,126 +4%
UBS Group
3
UBS Group
Switzerland
$86.5M 1,556,210 -32,711 -2%
Wells Fargo
4
Wells Fargo
California
$69.1M 1,243,288 +145,469 +13%
LPL Financial
5
LPL Financial
California
$66M 1,187,397 +190,525 +19%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$39.5M 710,153 +168,159 +31%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$27.9M 500,978 +99,718 +25%
RJA
8
Raymond James & Associates
Florida
$26.7M 480,786 -3,026 -0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$26.1M 468,762 +7,072 +2%
PAG
10
Pinnacle Advisory Group
Maryland
$25.4M 456,114 +20,072 +5%
AAS
11
Avantax Advisory Services
Texas
$22.7M 408,086 +68,497 +20%
Citigroup
12
Citigroup
New York
$15.2M 274,139 +2,886 +1%
FFG
13
Frisch Financial Group
New York
$15.2M 273,948 -832 -0.3%
LPT
14
Legacy Private Trust
Wisconsin
$14.1M 252,966 -1,956 -0.8%
OAJ
15
Ogorek Anthony Joseph
New York
$13.3M 239,334 +7,518 +3%
AWM
16
AE Wealth Management
Kansas
$11.6M 208,443 +26,862 +15%
VBFG
17
Vishria Bird Financial Group
Tennessee
$11.3M 203,574 +24,525 +14%
GAG
18
GM Advisory Group
New York
$10.3M 186,005 +38,946 +26%
SS
19
Simplicity Solutions
Minnesota
$9.98M 179,394 +24,517 +16%
EFL
20
ERn Financial LLC
Wisconsin
$9.9M 178,003 +12,410 +7%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$9.44M 169,758 -6,717 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$9.35M 168,223 +43,787 +35%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$8.78M 157,900 -277,458 -64%
CCG
24
Cypress Capital Group
Florida
$8.66M 155,759 +33,474 +27%
EIA
25
Eldridge Investment Advisors
New Hampshire
$8.48M 152,524 +6,662 +5%
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