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First Trust Managed Municipal ETF
FMB

Overview Fund Activity

254 hedge funds and large institutions have $1.47B invested in First Trust Managed Municipal ETF in 2021 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 136 increasing their positions, 53 reducing their positions, and 12 closing their positions.

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
4.43%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
36
Increased
136
Reduced
53
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAMG
1
CWA Asset Management Group
Florida
$68.8M
2
WFS
2
Weitzel Financial Services
Iowa
$31M
3
Bank of America
3
Bank of America
North Carolina
$150M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.48M
5
Morgan Stanley
5
Morgan Stanley
New York
$150M

Top Sellers

1
AWA
1
ARQ Wealth Advisors
Arizona
$0
2
UBS Group
2
UBS Group
Switzerland
$109M
3
SWP
3
ShoreHaven Wealth Partners
New Jersey
$826K
4
FFN
4
Focus Financial Network
Minnesota
$0
5
FFG
5
Frisch Financial Group
New York
$14M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$150M 2,611,514 +112,159 +4%
Bank of America
2
Bank of America
North Carolina
$150M 2,610,936 +423,501 +19%
UBS Group
3
UBS Group
Switzerland
$109M 1,903,926 -72,652 -4%
LPL Financial
4
LPL Financial
California
$88.2M 1,540,063 +98,325 +7%
Wells Fargo
5
Wells Fargo
California
$84.9M 1,481,648 +79,988 +6%
CAMG
6
CWA Asset Management Group
Florida
$68.8M 1,248,489 +664,565 +114%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$47.5M 828,723 +39,516 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$41.6M 725,501 +65,897 +10%
Osaic Holdings
9
Osaic Holdings
Arizona
$37.6M 656,412 +106,233 +19%
WFS
10
Weitzel Financial Services
Iowa
$31M 1,784,988 +1,760,466 +7,179%
RJA
11
Raymond James & Associates
Florida
$26.4M 461,362 +61,870 +15%
AAS
12
Avantax Advisory Services
Texas
$21.8M 380,473 +12,625 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$18M 313,514 +55,592 +22%
LPT
14
Legacy Private Trust
Wisconsin
$17.4M 304,037 +10,455 +4%
Citigroup
15
Citigroup
New York
$17M 296,101 +9,003 +3%
AWM
16
AE Wealth Management
Kansas
$16.9M 294,929 +30,389 +11%
LBD
17
Landsberg Bennett & Dubbaneh
Florida
$16.5M 288,527 +16,986 +6%
FFG
18
Frisch Financial Group
New York
$14M 244,592 -29,940 -11%
EFL
19
ERn Financial LLC
Wisconsin
$13.2M 230,232 +9,072 +4%
VBFG
20
Vishria Bird Financial Group
Tennessee
$12.6M 219,106 +10,112 +5%
GAG
21
GM Advisory Group
New York
$12.2M 213,213 +2,119 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$12M 209,501 +26,289 +14%
CCG
23
Cypress Capital Group
Florida
$11.1M 194,194 +16,960 +10%
OAJ
24
Ogorek Anthony Joseph
New York
$10.9M 191,091 +2,699 +1%
KAS
25
Kestra Advisory Services
Texas
$10.9M 189,605 +961 +0.5%
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