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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$51.47 -0.06 (-0.12%)
(As of 11/20/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
183
Total
Institutional Inflows
(last 12 months)
$288.75M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$155.54M
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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
11/20/2024Westside Investment Management Inc.63,442$3.29M0.7%+0.5%0.160%
11/20/2024Advisory Resource Group8,126$422K0.1%-8.9%0.020%
11/18/2024 Rehmann Capital Advisory Group55,851$2.90M0.2%-1.9%0.141%
11/18/2024 Main Line Retirement Advisors LLC64,206$3.34M2.3%+0.8%0.162%
11/15/2024 Frisch Financial Group Inc.204,679$10.64M3.2%+10.8%0.516%
11/15/2024 Prestige Wealth Management Group LLC79,692$4.14M0.9%-0.3%0.201%
11/15/2024 MML Investors Services LLC115,474$6M0.0%+11.7%0.291%
11/15/2024 Orion Portfolio Solutions LLC20,791$1.08M0.0%-11.2%0.052%
11/15/2024 Jane Street Group LLC29,930$1.56M0.0%N/A0.075%
11/15/2024 Stifel Financial Corp330,745$17.19M0.0%+5.4%0.834%
11/15/2024 IHT Wealth Management LLC13,100$681K0.0%+13.4%0.033%
11/15/2024 Integrated Wealth Concepts LLC35,272$1.83M0.0%+24.2%0.089%
11/15/2024 Benjamin Edwards Inc.25,607$1.33M0.0%+395.8%0.065%
11/13/2024 Freedom Investment Management Inc.33,604$1.75M0.1%+2.2%0.085%
11/13/2024 Townsquare Capital LLC10,491$545K0.0%N/A0.026%
11/13/2024 D.A. Davidson & CO.55,842$2.90M0.0%+3.9%0.141%
11/13/2024 Elios Financial Group Inc.69,316$3.60M1.7%N/A0.175%
11/13/2024 Wiser Advisor Group LLC57,916$3.01M4.5%-0.5%0.146%
11/13/2024 Private 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%
11/12/2024 Family Capital Management Inc.34,762$1.81M1.2%-1.7%0.088%
11/12/2024 Kingsview Wealth Management LLC6,598$343K0.0%-3.2%0.017%
11/12/2024 Great Valley Advisor Group Inc.10,712$557K0.0%-5.7%0.027%
11/12/2024 Icon Wealth Advisors LLC15,367$798K0.0%+211.6%0.039%
11/12/2024 GM Advisory Group LLC198,872$10.33M0.6%+20.1%0.502%
11/12/2024 Citigroup Inc.116,951$6.08M0.0%-22.3%0.295%
11/12/2024 Raymond James Trust N.A.5,292$275K0.0%-29.5%0.013%
11/12/2024 Blackhawk Capital Partners LLC.48,512$2.52M1.3%-10.1%0.122%
11/9/2024 LPL Financial LLC2,507,371$130.28M0.1%+6.9%6.324%
11/9/2024 Cypress Capital Group33,450$1.74M0.2%+28.9%0.084%
11/8/2024 First Horizon Advisors Inc.111,316$5.78M0.2%+0.2%0.281%
11/8/2024 Prospera Financial Services Inc67,596$3.51M0.1%+48.0%0.170%
11/7/2024 Tidemark LLC935$49K0.0%-34.7%0.002%
11/7/2024 Thrivent Financial for Lutherans49,958$2.60M0.0%-10.5%0.126%
11/6/2024 BCGM Wealth Management LLC107,199$5.57M1.8%+5.8%0.270%
11/6/2024 OneDigital Investment Advisors LLC419,165$21.78M0.2%+5.0%1.057%
11/6/2024 Lifeworks Advisors LLC4,550$236K0.0%-26.9%0.011%
11/6/2024 Traction Financial Partners LLC26,486$1.38M1.1%-8.6%0.067%
11/6/2024 Dopkins Wealth Management LLC3,876$201K0.2%N/A0.010%
11/6/2024 Kovack Advisors Inc.7,050$366K0.0%-9.0%0.018%
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11/6/2024 Oppenheimer & Co. Inc.6,398$332K0.0%-13.5%0.016%
11/5/2024 First Heartland Consultants Inc.99,197$5.15M0.6%-1.5%0.250%
11/5/2024 Prime Capital Investment Advisors LLC10,574$549K0.0%-8.6%0.027%
11/5/2024 Ashton Thomas Private Wealth LLC9,290$483K0.0%-9.4%0.023%
11/5/2024 Proactive Wealth Strategies LLC5,499$286K0.2%N/A0.014%
11/5/2024 Verus Capital Partners LLC201,707$10.48M1.0%+6.3%0.509%
11/5/2024 Harbour Investments Inc.16,601$863K0.0%-26.9%0.042%
11/4/2024 Cottonwood Capital Advisors LLC14,279$742K0.5%-8.4%0.036%
11/4/2024 Core Wealth Partners LLC21,726$1.13M0.7%+170.1%0.055%
11/4/2024 Tyler 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%
11/1/2024 Atria Investments Inc99,006$5.14M0.1%+3.5%0.250%
11/1/2024 PFS Partners LLC10,209$530K0.3%+2.1%0.026%
11/1/2024 Crumly & Associates Inc.20,660$1.07M0.3%-2.4%0.052%
11/1/2024 CWA Asset Management Group LLC251,877$13.09M0.7%N/A0.635%
11/1/2024 ABLE Financial Group LLC52,995$2.75M0.9%+21.6%0.134%
11/1/2024 Financial Strategies Group Inc.17,548$905K0.2%+23.7%0.044%
10/31/2024 Weitzel Financial Services Inc.48,183$2.51M1.2%+1.2%0.122%
10/31/2024 Walkner Condon Financial Advisors LLC9,721$505K0.1%+41.4%0.025%
10/31/2024 Concurrent Investment Advisors LLC6,809$354K0.0%N/A0.017%
10/30/2024 Foster & Motley Inc.43,211$2.25M0.1%-6.8%0.109%
10/30/2024 One Plus One Wealth Management LLC12,925$672K0.4%+23.1%0.033%
10/30/2024 Catalina Capital Group LLC6,618$344K0.1%-16.7%0.017%
10/30/2024 Landmark Wealth Management LLC66,005$3.43M1.5%+1.8%0.167%
10/30/2024 Auour Investments LLC6,133$314K0.1%-14.7%0.015%
10/30/2024 Wheelhouse Advisory Group LLC8,815$458K0.3%-2.6%0.022%
10/29/2024 Janney Montgomery Scott LLC268,011$13.93M0.0%+5.7%0.677%
10/29/2024 Clear Creek Financial Management LLC33,107$1.72M0.2%+7.2%0.084%
10/29/2024 James Investment Research Inc.4,315$224K0.0%N/A0.011%
10/29/2024 Farther Finance Advisors LLC8,314$432K0.0%+316.1%0.021%
10/28/2024 Strategic Financial Partners Ltd.33,334$1.73M0.9%-0.6%0.084%
10/28/2024 Gladstone Institutional Advisory LLC10,083$524K0.0%+11.4%0.025%
10/28/2024 Focus Financial Network Inc.12,037$625K0.0%-10.1%0.030%
10/28/2024 Stephens Inc. AR37,475$1.95M0.0%+17.2%0.095%
10/28/2024 Summit Wealth Partners LLC24,585$1.28M0.2%-2.5%0.062%
10/25/2024 Financial Advocates Investment Management109,064$5.67M0.3%-1.7%0.275%
10/25/2024 Hedeker Wealth LLC34,743$1.81M0.5%+20.5%0.088%
10/25/2024 MONECO Advisors LLC14,706$764K0.1%-16.5%0.037%
10/25/2024 Worth Financial Advisory Group LLC18,181$945K0.6%-1.3%0.046%
10/24/2024 ShoreHaven Wealth Partners LLC9,671$503K0.2%+19.2%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC22,255$1.16M0.0%-6.8%0.057%
10/23/2024 Allworth Financial LP43,669$2.27M0.0%-10.7%0.111%
10/23/2024 Impact Partnership Wealth LLC15,302$795K0.2%N/A0.039%
10/22/2024 International Assets Investment Management LLC114,208$5.93M0.0%+5,096.0%0.290%
10/22/2024 Lake Street Private Wealth LLC96,300$5.00M0.8%+5.0%0.245%
10/22/2024 Syntegra Private Wealth Group LLC44,434$2.31M0.3%-3.2%0.113%
10/22/2024 Private Advisor Group LLC150,673$7.83M0.0%-4.2%0.383%
10/22/2024 Tempus Wealth Planning LLC7,384$384K0.1%-20.7%0.019%
10/22/2024 Sebold Capital Management Inc.49,431$2.57M1.7%+2.2%0.126%
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10/22/2024 Sequoia Financial Advisors LLC354,595$18.43M0.2%-65.4%0.901%
10/21/2024 Moneywise Inc.11,783$612K0.3%-59.7%0.030%
10/21/2024 Foundations Investment Advisors LLC7,452$387K0.0%-6.2%0.019%
10/19/2024Bernardo Wealth Planning LLC36,496$1.89M0.5%-7.1%0.093%
10/19/2024Stephens Consulting LLC3,189$166K0.0%-8.7%0.008%
10/19/2024Cedrus LLC15,634$812K0.3%+89.5%0.040%
10/18/2024Alta Wealth Advisors LLC16,165$840K0.4%-2.2%0.041%
10/18/2024Etesian Wealth Advisors Inc.73,992$3.85M1.7%-11.1%0.188%
10/18/2024Raymond James & Associates380,003$19.75M0.0%-0.5%0.966%
10/18/2024Stratos Wealth Advisors LLC29,632$1.54M0.1%-3.1%0.075%
(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, 334 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 276 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), Miracle Mile Advisors LLC ($707.78K), Avantax Planning Partners Inc. ($632.20K), LPL Financial LLC ($594.67K), Sequoia Financial Advisors LLC ($574.42K), Congress Wealth Management LLC DE ($521.31K), and Wells Fargo & Company MN ($478.67K).

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

Institutional investors have bought a total of 14,040,579 shares in the last 24 months. This purchase volume represents approximately $1.04B in transactions.

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

Of the 232 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), CWA Asset Management Group LLC ($390.49K), Congress Wealth Management LLC DE ($330.62K), Raymond James & Associates ($229.54K), and Legacy Private Trust Co. ($220.95K).

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

Institutional investors have sold a total of 7,686,265 shares in the last 24 months. This volume of shares sold represents approximately $544.73M in transactions.


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This page (NASDAQ:FMB) was last updated on 11/21/2024 by MarketBeat.com Staff
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