FMB icon

First Trust Managed Municipal ETF
FMB

Overview Fund Activity

287 hedge funds and large institutions have $1.35B invested in First Trust Managed Municipal ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 155 reducing their positions, and 32 closing their positions.

Holders
287
Holders Change
-6
Holders Change %
-2.05%
% of All Funds
4.85%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.29%
New
27
Increased
85
Reduced
155
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$15M
2
EC
2
EdgeRock Capital
Colorado
$8.08M
3
FTUS
3
Flow Traders U.S.
New York
$16.3M
4
SYBT
4
Stock Yards Bank & Trust
Kentucky
$4.8M
5
FPIS
5
Financial Planning & Information Services
Wisconsin
$5.16M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$65.8M
2
CWM
2
Congress Wealth Management
Massachusetts
$25.3M
3
CAMG
3
CWA Asset Management Group
Florida
$46.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$99M
5
VCP
5
Verus Capital Partners
Arizona
$4.73M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$129M 2,546,109 -191,403 -7%
Morgan Stanley
2
Morgan Stanley
New York
$99M 1,956,075 -428,572 -18%
LPL Financial
3
LPL Financial
California
$85.8M 1,695,553 -89,727 -5%
Wells Fargo
4
Wells Fargo
California
$81.6M 1,611,626 -301,732 -16%
UBS Group
5
UBS Group
Switzerland
$65.8M 1,300,284 -801,187 -38%
CAMG
6
CWA Asset Management Group
Florida
$46.2M 912,881 -471,425 -34%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$40.6M 802,402 -33,160 -4%
Osaic Holdings
8
Osaic Holdings
Arizona
$40.3M 796,121 -180,595 -18%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$30.9M 611,519 -157,678 -20%
SFA
10
Sequoia Financial Advisors
Ohio
$28.2M 557,363 +67,513 +14%
CWM
11
Congress Wealth Management
Massachusetts
$25.3M 500,397 -511,612 -51%
RJA
12
Raymond James & Associates
Florida
$25.1M 496,272 -144,176 -23%
APP
13
Avantax Planning Partners
Iowa
$24.8M 489,113 -344,776 -41%
AAS
14
Avantax Advisory Services
Texas
$20.1M 397,457 -22,688 -5%
Jane Street
15
Jane Street
New York
$19M 375,478 -49,599 -12%
FTUS
16
Flow Traders U.S.
New York
$16.3M 322,759 +132,664 +70%
GAG
17
GM Advisory Group
New York
$16.1M 317,159 -18,028 -5%
PI
18
PFS Investments
Georgia
$15.1M 297,621 +22,932 +8%
Truist Financial
19
Truist Financial
North Carolina
$15M 296,509 +213,627 +258%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.5M 287,455 -45,788 -14%
LPT
21
Legacy Private Trust
Wisconsin
$14.4M 283,824 -30,110 -10%
PP
22
PFS Partners
New Jersey
$14.1M 278,847 -62,192 -18%
Citigroup
23
Citigroup
New York
$13.4M 263,926 +27,578 +12%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$10.4M 205,773 +24,069 +13%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$10.2M 200,833 -6,477 -3%
1
2 3 4 5