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First Trust Managed Municipal ETF

232 hedge funds and large institutions have $1.3B invested in First Trust Managed Municipal ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 22 closing their positions.

Holders
232
Holders Change
-4
Holders Change %
-1.69%
% of All Funds
4.09%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
21
Increased
136
Reduced
53
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$141M 2,499,355 +89,265 +4%
Bank of America
2
Bank of America
North Carolina
$123M 2,187,435 +198,852 +10%
UBS Group
3
UBS Group
Switzerland
$112M 1,976,578 +408,472 +26%
LPL Financial
4
LPL Financial
California
$81.4M 1,441,738 +71,233 +5%
Wells Fargo
5
Wells Fargo
California
$79.1M 1,401,660 +74,501 +6%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$44.5M 789,207 +122,275 +18%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$37.2M 659,604 +50,064 +8%
PAG
8
Pinnacle Advisory Group
Maryland
$36.3M 643,975 +174,333 +37%
CAMG
9
CWA Asset Management Group
Florida
$33M 583,924 +261,607 +81%
Osaic Holdings
10
Osaic Holdings
Arizona
$31.1M 550,179 +66,873 +14%
RJA
11
Raymond James & Associates
Florida
$22.5M 399,492 -64,066 -14%
AAS
12
Avantax Advisory Services
Texas
$20.8M 367,848 +2,355 +0.6%
LPT
13
Legacy Private Trust
Wisconsin
$16.6M 293,582 +22,724 +8%
Citigroup
14
Citigroup
New York
$16.2M 287,098 -2,150 -0.7%
FFG
15
Frisch Financial Group
New York
$15.5M 274,532 -1,254 -0.5%
LBD
16
Landsberg Bennett & Dubbaneh
Florida
$15.3M 271,541 +27,042 +11%
AWM
17
AE Wealth Management
Kansas
$14.9M 264,540 +43,733 +20%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$14.6M 257,922 +72,143 +39%
EFL
19
ERn Financial LLC
Wisconsin
$12.5M 221,160 +7,676 +4%
GAG
20
GM Advisory Group
New York
$11.9M 211,094 +8,941 +4%
VBFG
21
Vishria Bird Financial Group
Tennessee
$11.8M 208,994 -272 -0.1%
KAS
22
Kestra Advisory Services
Texas
$10.6M 188,644 +15,916 +9%
OAJ
23
Ogorek Anthony Joseph
New York
$10.6M 188,392 -20,567 -10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$10.3M 183,212 +2,599 +1%
CCG
25
Cypress Capital Group
Florida
$10M 177,234 +10,380 +6%