FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

293 hedge funds and large institutions have $1.7B invested in First Trust Managed Municipal ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 130 increasing their positions, 102 reducing their positions, and 28 closing their positions.

Holders
293
Holders Change
-2
Holders Change %
-0.68%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.3%
New
29
Increased
130
Reduced
102
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APP
1
Avantax Planning Partners
Iowa
$44.2M
2
SFA
2
Sequoia Financial Advisors
Ohio
$26M
3
Jane Street
3
Jane Street
New York
$22.6M
4
UBS Group
4
UBS Group
Switzerland
$112M
5
FTUS
5
Flow Traders U.S.
New York
$10.1M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$127M
2
LPL Financial
2
LPL Financial
California
$94.7M
3
CAN
3
Cetera Advisor Networks
California
$5.34M
4
FHC
4
First Heartland Consultants
Missouri
$1.93M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$21.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$145M 2,737,512 +129,391 +5%
Morgan Stanley
2
Morgan Stanley
New York
$127M 2,384,647 -435,149 -15%
UBS Group
3
UBS Group
Switzerland
$112M 2,101,471 +279,580 +15%
Wells Fargo
4
Wells Fargo
California
$102M 1,913,358 +69,038 +4%
LPL Financial
5
LPL Financial
California
$94.7M 1,785,280 -174,677 -9%
CAMG
6
CWA Asset Management Group
Florida
$73.5M 1,384,306 +98,425 +8%
CWM
7
Congress Wealth Management
Massachusetts
$53.7M 1,012,009 -9,887 -1%
Osaic Holdings
8
Osaic Holdings
Arizona
$46.9M 976,716 +127,180 +15%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$44.3M 835,562 -5,828 -0.7%
APP
10
Avantax Planning Partners
Iowa
$44.2M 833,889 +731,977 +718%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$40.8M 769,197 +10,869 +1%
RJA
12
Raymond James & Associates
Florida
$34M 640,448 +112,707 +21%
SFA
13
Sequoia Financial Advisors
Ohio
$26M 489,850 +476,427 +3,549%
Jane Street
14
Jane Street
New York
$22.6M 425,077 +425,077 New
AAS
15
Avantax Advisory Services
Texas
$22.3M 420,145 +16,973 +4%
HighTower Advisors
16
HighTower Advisors
Illinois
$21.1M 398,380 -70,427 -15%
AWM
17
AE Wealth Management
Kansas
$19.9M 374,954 +24,204 +7%
MMA
18
Miracle Mile Advisors
California
$19M 357,757 +58,506 +20%
PP
19
PFS Partners
New Jersey
$18.1M 341,039 +10,187 +3%
GAG
20
GM Advisory Group
New York
$17.8M 335,187 +32,252 +11%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$17.7M 333,243 -3,167 -0.9%
LPT
22
Legacy Private Trust
Wisconsin
$16.7M 313,934 -10,535 -3%
PI
23
PFS Investments
Georgia
$14.6M 274,689 +77,935 +40%
Citigroup
24
Citigroup
New York
$12.5M 236,348 -47,763 -17%
Stifel Financial
25
Stifel Financial
Missouri
$12.4M 233,904 +15,009 +7%
1
2 3 4 5