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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

236 hedge funds and large institutions have $1.21B invested in First Trust Managed Municipal ETF in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 125 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
236
Holders Change
+34
Holders Change %
+16.83%
% of All Funds
4.19%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.28%
New
50
Increased
125
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$137M
2
CAMG
2
CWA Asset Management Group
Florida
$18.3M
3
LPL Financial
3
LPL Financial
California
$77.7M
4
LBD
4
Landsberg Bennett & Dubbaneh
Florida
$13.9M
5
AWA
5
ARQ Wealth Advisors
Arizona
$7.07M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.42M
2
Bank of America
2
Bank of America
North Carolina
$113M
3
OMC
3
Old Mission Capital
Illinois
$0
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$137M 2,410,090 +324,281 +16%
Bank of America
2
Bank of America
North Carolina
$113M 1,988,583 -95,490 -5%
UBS Group
3
UBS Group
Switzerland
$89M 1,568,106 +11,896 +0.8%
LPL Financial
4
LPL Financial
California
$77.7M 1,370,505 +183,108 +15%
Wells Fargo
5
Wells Fargo
California
$75.3M 1,327,159 +83,871 +7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$37.8M 666,932 -43,221 -6%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.6M 609,540 +108,562 +22%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.4M 483,306 +14,544 +3%
PAG
9
Pinnacle Advisory Group
Maryland
$26.6M 469,642 +13,528 +3%
RJA
10
Raymond James & Associates
Florida
$26.3M 463,558 -17,228 -4%
AAS
11
Avantax Advisory Services
Texas
$20.8M 365,493 -42,593 -10%
CAMG
12
CWA Asset Management Group
Florida
$18.3M 322,317 +322,317 New
Citigroup
13
Citigroup
New York
$16.4M 289,248 +15,109 +6%
FFG
14
Frisch Financial Group
New York
$15.6M 275,786 +1,838 +0.7%
LPT
15
Legacy Private Trust
Wisconsin
$15.4M 270,858 +17,892 +7%
LBD
16
Landsberg Bennett & Dubbaneh
Florida
$13.9M 244,499 +142,397 +139%
AWM
17
AE Wealth Management
Kansas
$12.5M 220,807 +12,364 +6%
EFL
18
ERn Financial LLC
Wisconsin
$12.1M 213,484 +35,481 +20%
VBFG
19
Vishria Bird Financial Group
Tennessee
$11.9M 209,266 +5,692 +3%
OAJ
20
Ogorek Anthony Joseph
New York
$11.9M 208,959 -30,375 -13%
GAG
21
GM Advisory Group
New York
$11.5M 202,153 +16,148 +9%
SS
22
Simplicity Solutions
Minnesota
$11.1M 194,901 +15,507 +9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$10.5M 185,779 +17,556 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.2M 180,613 +10,855 +6%
KAS
25
Kestra Advisory Services
Texas
$9.79M 172,728 +28,678 +20%
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