Free Trial
→ Trump’s Final Plan (From Porter & Company) (Ad) Buy FMB Stock  Free FMB Stock Alerts

First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$50.70 -0.02 (-0.04%)
As of 03/25/2025 03:59 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$321.14M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$157.47M
Get FMB Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Managed Municipal ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FMB Institutional Buying and Selling by Quarter

Remove Ads

First Trust Managed Municipal ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/27/2025 ABLE Financial Group LLC72,264$3.69M1.1%+36.4%0.183%
2/25/2025 Heck Capital Advisors LLC41,061$2.10M0.1%N/A0.104%
2/25/2025 Armis Advisers LLC9,491$484K0.1%N/A0.024%
2/18/2025 Western Wealth Management LLC4,922$251K0.1%-90.8%0.012%
2/18/2025 Elequin Capital LP6,968$355K0.0%+157.3%0.018%
2/18/2025 Focus Partners Advisor Solutions LLC150,146$7.66M0.1%+620.3%0.380%
2/18/2025 First Heartland Consultants Inc.105,737$5.39M0.5%+6.6%0.267%
2/17/2025 Weitzel Financial Services Inc.47,917$2.45M1.2%-0.6%0.121%
2/17/2025 Visionary Wealth Advisors69,848$3.56M0.2%+17.8%0.177%
2/17/2025 Snowden Capital Advisors LLC25,129$1.28M0.0%-8.5%0.064%
2/17/2025 Royal Bank of Canada611,043$31.17M0.0%-2.7%1.545%
2/17/2025 Lionshead Wealth Management LLC5,098$260K0.2%N/A0.013%
2/17/2025 EPG Wealth Management LLC13,905$709K0.2%-17.6%0.035%
2/17/2025 Cetera Investment Advisers226,322$11.55M0.0%-3.1%0.572%
2/17/2025 Citadel Advisors LLC14,218$725K0.0%-5.8%0.036%
2/17/2025 Baird Financial Group Inc.32,383$1.65M0.0%-1.5%0.082%
2/17/2025 Bank of America Corp DE1,729,974$88.25M0.0%-0.2%4.374%
2/17/2025 Ameriprise Financial Inc.5,663$289K0.0%N/A0.014%
2/14/2025 Mercer Global Advisors Inc. ADV23,620$1.21M0.0%-3.2%0.060%
2/14/2025 Jane Street Group LLC6,847$349K0.0%-77.1%0.017%
2/14/2025 Rehmann Capital Advisory Group51,999$2.65M0.2%-6.9%0.131%
2/14/2025 Triumph Capital Management4,201$214K0.1%N/A0.011%
2/14/2025 Comerica Bank78,022$3.98M0.0%-9.9%0.197%
2/14/2025 Two Sigma Securities LLC8,584$438K0.1%N/A0.022%
2/14/2025 Integrated Wealth Concepts LLC42,738$2.18M0.0%+21.2%0.108%
2/14/2025 Coppell Advisory Solutions LLC4,361$223K0.0%+428.0%0.011%
2/14/2025 MGO One Seven LLC87,937$4.49M0.2%+1.1%0.222%
2/14/2025 IHT Wealth Management LLC11,339$578K0.0%-13.4%0.029%
2/14/2025 Stifel Financial Corp346,708$17.69M0.0%+4.8%0.877%
2/14/2025 OneDigital Investment Advisors LLC436,357$22.26M0.3%+4.1%1.103%
2/14/2025 MML Investors Services LLC116,052$5.92M0.0%+0.5%0.293%
2/14/2025 First Trust Advisors LP33,333$1.70M0.0%+9.4%0.084%
2/14/2025 Freedom Investment Management Inc.32,442$1.66M0.1%-3.5%0.082%
2/13/2025 NewEdge Advisors LLC312,954$15.96M0.1%+2.1%0.791%
2/13/2025 Main Street Financial Solutions LLC19,319$985K0.1%N/A0.049%
2/13/2025 Regal Investment Advisors LLC5,416$276K0.0%-6.3%0.014%
2/13/2025 Mariner LLC73,938$3.77M0.0%+45.3%0.187%
2/13/2025 Trustmark National Bank Trust Department17,931$915K0.1%-9.5%0.045%
2/13/2025 Keystone Financial Group36,844$1.88M0.2%N/A0.093%
2/13/2025 Summit Investment Advisors Inc.9,640$492K0.4%+3.7%0.024%
Trump’s Great Society (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/13/2025 Townsquare Capital LLC15,988$816K0.0%+52.4%0.040%
2/13/2025 Rockefeller Capital Management L.P.172,642$8.81M0.0%-0.6%0.437%
2/13/2025 Elios Financial Group Inc.69,751$3.56M1.7%+0.6%0.176%
2/13/2025 Advisory Services Network LLC25,629$1.31M0.0%+8.2%0.065%
2/13/2025 Renaissance Technologies LLC12,300$627K0.0%-89.7%0.031%
2/13/2025 Forum Private Client Group LLC5,402$276K0.1%N/A0.014%
2/13/2025 Wells Fargo & Company MN2,405,323$122.70M0.0%-1.7%6.082%
2/12/2025 World Investment Advisors8,914$455K0.0%N/A0.023%
2/12/2025 OneAscent Financial Services LLC4,800$245K0.0%N/A0.012%
2/12/2025 OLD Mission Capital LLC62,888$3.21M0.0%N/A0.159%
2/12/2025 National Wealth Management Group LLC5,788$295K0.2%-23.2%0.015%
2/12/2025 FSB Premier Wealth Management Inc.85,453$4.36M1.7%+8.1%0.216%
2/12/2025 Tucker Asset Management LLC589$30K0.0%+933.3%0.001%
2/12/2025 Orion Portfolio Solutions LLC21,284$1.09M0.0%+2.4%0.054%
2/12/2025 JPMorgan Chase & Co.223,654$11.41M0.0%-46.9%0.565%
2/12/2025 Worth Financial Advisory Group LLC17,924$914K0.6%-1.4%0.045%
2/12/2025 Core Wealth Partners LLC23,896$1.22M0.7%+10.0%0.060%
2/12/2025 PKS Advisory Services LLC18,891$964K0.3%N/A0.048%
2/12/2025 Prestige Wealth Management Group LLC85,710$4.37M1.4%+7.6%0.217%
2/11/2025 Modern Wealth Management LLC38,723$1.99M0.1%+10.3%0.098%
2/11/2025 Congress Wealth Management LLC DE466,653$23.80M0.3%-2.2%1.180%
2/11/2025 LPL Financial LLC2,101,776$107.21M0.0%-16.2%5.314%
2/11/2025 Intellus Advisors LLC12,597$643K0.1%N/A0.032%
2/11/2025 GM Advisory Group LLC197,750$10.09M0.6%-0.6%0.500%
2/10/2025 Thrivent Financial for Lutherans78,971$4.04M0.0%+58.1%0.200%
2/10/2025 Cozad Asset Management Inc.9,964$508K0.0%+59.2%0.025%
2/10/2025 Clearwater Capital Advisors LLC49,081$2.50M0.2%+119.3%0.124%
2/10/2025 Creative Financial Designs Inc. ADV839$43K0.0%-72.8%0.002%
2/10/2025 Signature Wealth Management Group16,495$841K0.3%+17.6%0.042%
2/10/2025 Strategic Financial Partners Ltd.29,906$1.53M0.8%-10.3%0.076%
2/10/2025 Eldridge Investment Advisors Inc.9,602$490K0.1%-3.2%0.024%
2/10/2025 Harbour Investments Inc.12,624$644K0.0%-24.0%0.032%
2/10/2025 Envestnet Portfolio Solutions Inc.35,778$1.83M0.0%+3.0%0.090%
2/10/2025 Tidemark LLC637$33K0.0%-31.9%0.002%
2/10/2025 Commonwealth Equity Services LLC309,212$15.77M0.0%+18.8%0.782%
2/10/2025 Avantax Advisory Services Inc.604,941$30.86M0.2%+0.4%1.530%
2/10/2025 Farther Finance Advisors LLC7,250$370K0.0%-12.8%0.018%
2/7/2025 Sequoia Financial Advisors LLC312,772$15.96M0.2%-11.8%0.791%
2/7/2025 HighTower Advisors LLC113,486$5.79M0.0%-7.5%0.287%
2/7/2025 Avantax Planning Partners Inc.650,029$33.16M1.2%-10.0%1.644%
2/7/2025 Independent Advisor Alliance290,714$14.83M0.2%N/A0.735%
2/7/2025 Paragon Private Wealth Management LLC9,253$472K0.2%-17.6%0.023%
2/7/2025 Sowell Financial Services LLC23,509$1.20M0.1%N/A0.059%
2/7/2025 Naviter Wealth LLC42,084$2.15M0.3%+12.9%0.106%
2/7/2025 Larson Financial Group LLC276,049$14.08M0.7%+44.7%0.698%
2/6/2025 Raymond James Financial Inc.1,150,312$58.68M0.0%N/A2.909%
2/6/2025 Atria Investments Inc103,706$5.29M0.1%+4.7%0.262%
2/6/2025 NewSquare Capital LLC12,293$627K0.1%-4.4%0.031%
2/6/2025 Cypress Capital Group26,600$1.36M0.2%-20.5%0.067%
2/6/2025 Keybank National Association OH10,868$554K0.0%N/A0.027%
Trump’s Great Society (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/6/2025 Patten Group Inc.19,365$988K0.2%+23.5%0.049%
2/6/2025 Steward Partners Investment Advisory LLC38,811$1.98M0.0%+2.7%0.098%
2/6/2025 Jones Financial Companies Lllp67,085$3.42M0.0%+244.1%0.170%
2/5/2025 SRS Capital Advisors Inc.25,613$1.31M0.1%+482.0%0.065%
2/5/2025 Maia Wealth LLC4,575$234K0.1%N/A0.012%
2/5/2025 Duncker Streett & Co. Inc.2,121$108K0.0%N/A0.005%
2/5/2025 US Bancorp DE10,861$554K0.0%+45.1%0.027%
2/5/2025 Wiser Advisor Group LLC57,258$2.92M4.2%-1.1%0.145%
2/5/2025 Motco195,399$9.97M1.0%-3.5%0.494%
2/5/2025 Private Trust Co. NA20,210$1.03M0.1%+1.0%0.051%
(Data available from 1/1/2016 forward)

Remove Ads

FMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMB shares?

During the previous two years, 360 institutional investors and hedge funds held shares of First Trust Managed Municipal ETF. The most heavily invested institutionals were Wells Fargo & Company MN ($122.70M), LPL Financial LLC ($107.21M), UBS Group AG ($91.24M), Bank of America Corp DE ($88.25M), Raymond James Financial Inc. ($58.68M), Raymond James Financial Services Advisors Inc. ($37.83M), and Avantax Planning Partners Inc. ($33.16M).Learn more on FMB's institutional investors.

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

Of the 294 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: Raymond James Financial Inc. ($1.15M), LPL Financial LLC ($503.77K), Miracle Mile Advisors LLC ($384.60K), International Assets Investment Management LLC ($377.49K), Sequoia Financial Advisors LLC ($332.22K), Jane Street Group LLC ($327.22K), and CWA Asset Management Group LLC ($316.60K).

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

Institutional investors have bought a total of 11,979,380 shares in the last 24 months. This purchase volume represents approximately $687.53M in transactions.

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

Of the 239 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 ($721.30K), UBS Group AG ($545.66K), LPL Financial LLC ($513.69K), Congress Wealth Management LLC DE ($340.94K), Magnus Financial Group LLC ($199.04K), JPMorgan Chase & Co. ($197.76K), and RFG Advisory LLC ($196.26K).

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

Institutional investors have sold a total of 6,607,258 shares in the last 24 months. This volume of shares sold represents approximately $369.65M in transactions.


Related Companies

This page (NASDAQ:FMB) was last updated on 3/26/2025 by MarketBeat.com Staff
From Our Partners
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
Trump’s Final Plan
Presidential insider exposes shocking plot to reshape U.S. economy: The 2025 Trump Reset -- Inside Trump’...
Porter & Company | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Trump’s Secret Weapon
Have you looked at the stock market recently? Millions of investors are scrambling trying to figure out what's...
American Alternative | Sponsored
Alert: DOGE goes live
Elon will most likely be at the helm of it all. And just days from now, could bring about the biggest econo...
Altimetry | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored