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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$50.98 +0.09 (+0.18%)
As of 01/21/2025 04:00 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Managed Municipal ETF (NASDAQ:FMB)

Number of
Institutional Buyers
(last 12 months)
181
Total
Institutional Inflows
(last 12 months)
$298.92M
Number of
Institutional Sellers
(last 12 months)
163
Total
Institutional Outflows
(last 12 months)
$150.30M
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FMB Institutional Buying and Selling by Quarter

First Trust Managed Municipal ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025High Net Worth Advisory Group LLC22,567$1.15M0.3%+21.7%0.058%
1/21/2025Dynamic Advisor Solutions LLC10,027$511K0.0%+127.0%0.026%
1/21/2025Fifth Third Bancorp2,778$142K0.0%+177.8%0.007%
1/21/2025PCG Wealth Advisors LLC25,553$1.30M0.5%-18.2%0.065%
1/21/2025Cottonwood Capital Advisors LLC13,749$701K0.5%-3.7%0.035%
1/21/2025Atlas Private Wealth Advisors96,207$4.91M0.7%+3.6%0.246%
1/21/2025Wheelhouse Advisory Group LLC7,560$386K0.2%-14.2%0.019%
1/21/2025Impact Partnership Wealth LLC16,018$817K0.2%+4.7%0.041%
1/21/2025Southland Equity Partners LLC20,146$1.03M0.2%-59.4%0.052%
1/21/2025RFG Advisory LLC176,020$8.98M0.3%-3.1%0.451%
1/17/2025 Secure Asset Management LLC29,120$1.49M0.2%+6.4%0.074%
1/17/2025 Arkansas Financial Group Inc.124,323$6.34M1.0%+1.6%0.318%
1/17/2025 Mutual Advisors LLC41,116$2.09M0.1%+10.0%0.105%
1/17/2025 Janney Montgomery Scott LLC308,349$15.73M0.0%+15.1%0.788%
1/17/2025 Westside Investment Management Inc.62,076$3.17M0.7%-2.2%0.159%
1/17/2025 Magnus Financial Group LLC99,758$5.09M0.5%-1.9%0.255%
1/17/2025 XML Financial LLC40,945$2.09M0.2%-10.4%0.105%
1/17/2025 Atomi Financial Group Inc.4,891$249K0.0%N/A0.012%
1/16/2025 Koshinski Asset Management Inc.24,132$1.23M0.0%-8.4%0.062%
1/16/2025 Kaydan Wealth Management Inc.7,999$408K0.1%-4.6%0.020%
1/16/2025 Brady Martz Wealth Solutions LLC127,253$6.44M1.6%N/A0.325%
1/16/2025 Bernardo Wealth Planning LLC31,455$1.60M0.4%-13.8%0.080%
1/15/2025 Ameritas Advisory Services LLC25,494$1.30M0.0%-0.9%0.065%
1/15/2025 Lake Street Private Wealth LLC97,400$4.97M0.8%+1.1%0.249%
1/15/2025 TrueWealth Advisors LLC4,052$207K0.1%N/A0.010%
1/15/2025 Grant GrossMendelsohn LLC35,100$1.79M0.9%-29.3%0.090%
1/15/2025 Saxon Interests Inc.9,850$502K0.2%-3.5%0.025%
1/14/2025 Sebold Capital Management Inc.52,248$2.67M1.8%+5.7%0.133%
1/14/2025 ERn Financial LLC278,866$14.23M2.1%+4.9%0.712%
1/14/2025 Pinnacle Bancorp Inc.2,150$110K0.0%+152.9%0.005%
1/14/2025 Christopher J. Hasenberg Inc4,877$249K0.1%+51.8%0.012%
1/14/2025 SeaCrest Wealth Management LLC11,147$569K0.1%-8.2%0.028%
1/13/2025 Sentinel Pension Advisors Inc.50,146$2.56M0.5%+27.2%0.128%
1/13/2025 Miracle Mile Advisors LLC629,831$32.13M0.6%+5.0%1.609%
1/13/2025 Fragasso Financial Advisors Inc8,900$454K0.0%-20.7%0.023%
1/13/2025 HFG Wealth Management LLC47,864$2.49M1.6%-7.7%0.122%
1/10/2025 HBW Advisory Services LLC6,535$333K0.0%-17.6%0.017%
1/8/2025 Legacy Private Trust Co.104,155$5.31M0.3%+12.3%0.266%
1/6/2025 Advance Capital Management Inc.91,276$4.66M0.2%+2.8%0.234%
1/6/2025 Insight Wealth Strategies LLC24,623$1.26M0.2%-35.0%0.063%
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1/6/2025 CWA Asset Management Group LLC229,102$11.69M0.6%-9.0%0.587%
12/26/2024JPMorgan Chase & Co.421,410$21.90M0.0%+6.3%1.063%
12/13/2024B. Riley Wealth Advisors Inc.15,194$789K0.0%-8.9%0.038%
11/25/2024Sanctuary Advisors LLC76,918$3.95M0.0%+8.6%0.194%
11/22/2024Stock Yards Bank & Trust Co.35,845$1.86M0.1%+14.8%0.090%
11/22/2024Capstone Capital LLC7,709$401K0.3%N/A0.019%
11/20/2024 Westside Investment Management Inc.63,442$3.29M0.7%+0.5%0.160%
11/20/2024Advisory Resource Group8,126$422K0.1%-8.9%0.020%
11/18/2024Rehmann Capital Advisory Group55,851$2.90M0.2%-1.9%0.141%
11/18/2024Main Line Retirement Advisors LLC64,206$3.34M2.3%+0.8%0.162%
11/15/2024Frisch Financial Group Inc.204,679$10.64M3.2%+10.8%0.516%
11/15/2024Prestige Wealth Management Group LLC79,692$4.14M0.9%-0.3%0.201%
11/15/2024MML Investors Services LLC115,474$6M0.0%+11.7%0.291%
11/15/2024Orion Portfolio Solutions LLC20,791$1.08M0.0%-11.2%0.052%
11/15/2024Jane Street Group LLC29,930$1.56M0.0%N/A0.075%
11/15/2024Stifel Financial Corp330,745$17.19M0.0%+5.4%0.834%
11/15/2024IHT Wealth Management LLC13,100$681K0.0%+13.4%0.033%
11/15/2024Integrated Wealth Concepts LLC35,272$1.83M0.0%+24.2%0.089%
11/15/2024Benjamin Edwards Inc.25,607$1.33M0.0%+395.8%0.065%
11/13/2024Freedom Investment Management Inc.33,604$1.75M0.1%+2.2%0.085%
11/13/2024Townsquare Capital LLC10,491$545K0.0%N/A0.026%
11/13/2024D.A. Davidson & CO.55,842$2.90M0.0%+3.9%0.141%
11/13/2024Elios Financial Group Inc.69,316$3.60M1.7%N/A0.175%
11/13/2024Wiser Advisor Group LLC57,916$3.01M4.5%-0.5%0.146%
11/13/2024Private Trust Co. NA20,010$1.04M0.1%+14.3%0.050%
11/12/2024Larson Financial Group LLC190,756$9.91M0.6%+25.8%0.481%
11/12/2024Family Capital Management Inc.34,762$1.81M1.2%-1.7%0.088%
11/12/2024Kingsview Wealth Management LLC6,598$343K0.0%-3.2%0.017%
11/12/2024Great Valley Advisor Group Inc.10,712$557K0.0%-5.7%0.027%
11/12/2024Icon Wealth Advisors LLC15,367$798K0.0%+211.6%0.039%
11/12/2024GM Advisory Group LLC198,872$10.33M0.6%+20.1%0.502%
11/12/2024Citigroup Inc.116,951$6.08M0.0%-22.3%0.295%
11/12/2024Raymond James Trust N.A.5,292$275K0.0%-29.5%0.013%
11/12/2024Blackhawk Capital Partners LLC.48,512$2.52M1.3%-10.1%0.122%
11/9/2024LPL Financial LLC2,507,371$130.28M0.1%+6.9%6.324%
11/9/2024Cypress Capital Group33,450$1.74M0.2%+28.9%0.084%
11/8/2024First Horizon Advisors Inc.111,316$5.78M0.2%+0.2%0.281%
11/8/2024Prospera Financial Services Inc67,596$3.51M0.1%+48.0%0.170%
11/7/2024Tidemark LLC935$49K0.0%-34.7%0.002%
11/7/2024Thrivent Financial for Lutherans49,958$2.60M0.0%-10.5%0.126%
11/6/2024BCGM Wealth Management LLC107,199$5.57M1.8%+5.8%0.270%
11/6/2024OneDigital Investment Advisors LLC419,165$21.78M0.2%+5.0%1.057%
11/6/2024Lifeworks Advisors LLC4,550$236K0.0%-26.9%0.011%
11/6/2024Traction Financial Partners LLC26,486$1.38M1.1%-8.6%0.067%
11/6/2024Dopkins Wealth Management LLC3,876$201K0.2%N/A0.010%
11/6/2024Kovack Advisors Inc.7,050$366K0.0%-9.0%0.018%
11/6/2024Oppenheimer & Co. Inc.6,398$332K0.0%-13.5%0.016%
11/5/2024First Heartland Consultants Inc.99,197$5.15M0.6%-1.5%0.250%
11/5/2024Prime Capital Investment Advisors LLC10,574$549K0.0%-8.6%0.027%
11/5/2024Ashton Thomas Private Wealth LLC9,290$483K0.0%-9.4%0.023%
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11/5/2024Proactive Wealth Strategies LLC5,499$286K0.2%N/A0.014%
11/5/2024Verus Capital Partners LLC201,707$10.48M1.0%+6.3%0.509%
11/5/2024Harbour Investments Inc.16,601$863K0.0%-26.9%0.042%
11/4/2024Cottonwood Capital Advisors LLC14,279$742K0.5%-8.4%0.036%
11/4/2024Core Wealth Partners LLC21,726$1.13M0.7%+170.1%0.055%
11/4/2024Tyler Stone Wealth Management5,251$273K0.1%+101.7%0.013%
11/2/2024 XML Financial LLC45,718$2.38M0.2%+2.7%0.115%
11/1/2024 GSG Advisors LLC25,632$1.34M0.4%+14.3%0.065%
11/1/2024Atria Investments Inc99,006$5.14M0.1%+3.5%0.250%
11/1/2024PFS Partners LLC10,209$530K0.3%+2.1%0.026%
(Data available from 1/1/2016 forward)

FMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMB shares?

During the previous two years, 336 institutional investors and hedge funds held shares of First Trust Managed Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($130.28M), Wells Fargo & Company MN ($105.52M), UBS Group AG ($91.24M), Bank of America Corp DE ($77.23M), Avantax Planning Partners Inc. ($53.16M), Raymond James Financial Services Advisors Inc. ($37.83M), and Congress Wealth Management LLC DE ($35.60M).Learn more on FMB's institutional investors.

Which institutional investors have been buying First Trust Managed Municipal ETF stock?

Of the 278 institutional investors that purchased First Trust Managed Municipal ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: UBS Group AG ($906.88K), Avantax Planning Partners Inc. ($632.20K), LPL Financial LLC ($594.67K), Congress Wealth Management LLC DE ($521.31K), Wells Fargo & Company MN ($478.67K), Sequoia Financial Advisors LLC ($453.13K), and Miracle Mile Advisors LLC ($384.60K).

How much institutional buying is happening at First Trust Managed Municipal ETF?

Institutional investors have bought a total of 13,712,260 shares in the last 24 months. This purchase volume represents approximately $986.79M in transactions.

Which First Trust Managed Municipal ETF major shareholders have been selling company stock?

Of the 231 institutional investors that sold First Trust Managed Municipal ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequoia Financial Advisors LLC ($679.47K), UBS Group AG ($545.66K), Bank of America Corp DE ($424.34K), Congress Wealth Management LLC DE ($330.62K), Raymond James & Associates ($229.54K), Raymond James Financial Services Advisors Inc. ($203.02K), and Magnus Financial Group LLC ($199.04K).

How much institutional selling is happening at First Trust Managed Municipal ETF?

Institutional investors have sold a total of 7,247,339 shares in the last 24 months. This volume of shares sold represents approximately $494.85M in transactions.


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This page (NASDAQ:FMB) was last updated on 1/22/2025 by MarketBeat.com Staff
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