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First Trust Managed Municipal ETF

295 hedge funds and large institutions have $1.68B invested in First Trust Managed Municipal ETF in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 128 increasing their positions, 68 reducing their positions, and 11 closing their positions.

Holders
295
Holders Change
+47
Holders Change %
+18.95%
% of All Funds
4.56%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.29%
New
64
Increased
128
Reduced
68
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$161M 2,819,796 +95,346 +3%
Bank of America
2
Bank of America
North Carolina
$149M 2,608,121 -55,956 -2%
LPL Financial
3
LPL Financial
California
$112M 1,959,957 +158,295 +9%
Wells Fargo
4
Wells Fargo
California
$105M 1,844,320 +223,550 +14%
UBS Group
5
UBS Group
Switzerland
$104M 1,821,891 -69,750 -4%
CAMG
6
CWA Asset Management Group
Florida
$73.3M 1,285,881 +35,294 +3%
CWM
7
Congress Wealth Management
Massachusetts
$58.2M 1,021,896 +1,021,896 New
Osaic Holdings
8
Osaic Holdings
Arizona
$48.4M 849,536 +111,102 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$47.9M 841,390 -57,544 -6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43.2M 758,328 +542 +0.1%
RJA
11
Raymond James & Associates
Florida
$30.1M 527,741 +27,754 +6%
HighTower Advisors
12
HighTower Advisors
Illinois
$26.7M 468,807 +328,195 +233%
AAS
13
Avantax Advisory Services
Texas
$23M 403,172 +13,247 +3%
AWM
14
AE Wealth Management
Kansas
$20M 350,750 +32,397 +10%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$19.2M 336,410 +24,814 +8%
PP
16
PFS Partners
New Jersey
$18.9M 330,852 +330,852 New
LPT
17
Legacy Private Trust
Wisconsin
$18.5M 324,469 -13,223 -4%
GAG
18
GM Advisory Group
New York
$17.3M 302,935 +67,932 +29%
MMA
19
Miracle Mile Advisors
California
$17.1M 299,251 +299,251 New
Citigroup
20
Citigroup
New York
$16.2M 284,111 -11,226 -4%
KAS
21
Kestra Advisory Services
Texas
$15.1M 265,720 +9,759 +4%
VBFG
22
Vishria Bird Financial Group
Tennessee
$13.4M 235,031 +10,380 +5%
EFL
23
ERn Financial LLC
Wisconsin
$13.3M 233,289 +3,222 +1%
FFG
24
Frisch Financial Group
New York
$13M 230,205 -17,368 -7%
Stifel Financial
25
Stifel Financial
Missouri
$12.5M 218,895 +78,338 +56%