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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$49.60 +0.05 (+0.10%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Managed Municipal ETF (NASDAQ:FMB)

Number of
Institutional Buyers
(last 12 months)
209
Total
Institutional Inflows
(last 12 months)
$324.15M
Number of
Institutional Sellers
(last 12 months)
167
Total
Institutional Outflows
(last 12 months)
$168.52M
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FMB Institutional Buying and Selling by Quarter

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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
4/16/2025Wealth Enhancement Advisory Services LLC24,163$1.22M0.0%+7.9%0.062%
4/16/2025Stock Yards Bank & Trust Co.31,031$1.57M0.1%-12.2%0.080%
4/16/2025RMR Wealth Builders328,008$16.54M1.7%+15.4%0.841%
4/15/2025 Fifth Third Bancorp1,778$90K0.0%-36.0%0.005%
4/15/2025 EdgeRock Capital LLC60,385$3.05M2.2%+42.8%0.155%
4/15/2025 Traction Financial Partners LLC26,751$1.35M1.1%-9.2%0.069%
4/14/2025 Farther Finance Advisors LLC11,520$583K0.0%+58.9%0.030%
4/14/2025 NewSquare Capital LLC12,807$646K0.1%+4.2%0.033%
4/14/2025 McCarthy & Cox18,587$937K0.4%N/A0.048%
4/14/2025 One Plus One Wealth Management LLC14,149$713K0.4%+9.5%0.036%
4/14/2025 Miracle Mile Advisors LLC649,521$32.75M0.7%+3.1%1.665%
4/14/2025 Sentinel Pension Advisors LLC55,679$2.81M0.5%+11.0%0.143%
4/11/2025 SeaCrest Wealth Management LLC9,003$454K0.1%-19.2%0.023%
4/11/2025 McNamara Financial Services Inc.5,371$271K0.1%+7.1%0.014%
4/11/2025 Magnus Financial Group LLC94,619$4.77M0.5%-5.2%0.239%
4/10/2025 Lake Street Private Wealth LLC96,900$4.89M0.8%-0.5%0.245%
4/10/2025 Warren Street Wealth Advisors LLC16,112$812K0.3%-1.8%0.041%
4/10/2025 Secure Asset Management LLC34,662$1.75M0.3%+19.0%0.088%
4/10/2025 Iams Wealth Management LLC4,368$220K0.1%N/A0.011%
4/10/2025 TrueWealth Advisors LLC5,210$263K0.1%+28.6%0.013%
4/9/2025 RFG Advisory LLC20,788$1.05M0.0%-88.2%0.052%
4/9/2025 HBW Advisory Services LLC5,676$286K0.0%-13.1%0.014%
4/9/2025 Flagstar Advisors Inc.30,697$1.55M0.4%-5.8%0.078%
4/9/2025 Inspirion Wealth Advisors LLC60,223$3.04M0.4%-3.2%0.152%
4/9/2025 NBC Securities Inc.2,382$120K0.0%+119,000.0%0.006%
4/9/2025 TL Private Wealth13,631$674K0.3%-17.1%0.034%
4/9/2025 Advance Capital Management Inc.87,984$4.44M0.2%-3.6%0.222%
4/7/2025 GAMMA Investing LLC1,563$79K0.0%+4,941.9%0.004%
4/4/2025 Legacy Private Trust Co.49,886$2.52M0.2%-52.1%0.126%
4/1/2025 Hobart Private Capital LLC25,619$1.29M0.3%+36.7%0.065%
2/27/2025ABLE Financial Group LLC72,264$3.69M1.1%+36.4%0.183%
2/25/2025Heck Capital Advisors LLC41,061$2.10M0.1%N/A0.104%
2/25/2025Armis Advisers LLC9,491$484K0.1%N/A0.024%
2/18/2025Western Wealth Management LLC4,922$251K0.1%-90.8%0.012%
2/18/2025Elequin Capital LP6,968$355K0.0%+157.3%0.018%
2/18/2025Focus Partners Advisor Solutions LLC150,146$7.66M0.1%+620.3%0.380%
2/18/2025First Heartland Consultants Inc.105,737$5.39M0.5%+6.6%0.267%
2/17/2025Weitzel Financial Services Inc.47,917$2.45M1.2%-0.6%0.121%
2/17/2025Visionary Wealth Advisors69,848$3.56M0.2%+17.8%0.177%
2/17/2025Snowden Capital Advisors LLC25,129$1.28M0.0%-8.5%0.064%
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2/17/2025Royal Bank of Canada611,043$31.17M0.0%-2.7%1.545%
2/17/2025Lionshead Wealth Management LLC5,098$260K0.2%N/A0.013%
2/17/2025EPG Wealth Management LLC13,905$709K0.2%-17.6%0.035%
2/17/2025Cetera Investment Advisers226,322$11.55M0.0%-3.1%0.572%
2/17/2025Citadel Advisors LLC14,218$725K0.0%-5.8%0.036%
2/17/2025Baird Financial Group Inc.32,383$1.65M0.0%-1.5%0.082%
2/17/2025Bank of America Corp DE1,729,974$88.25M0.0%-0.2%4.374%
2/17/2025Ameriprise Financial Inc.5,663$289K0.0%N/A0.014%
2/14/2025Mercer Global Advisors Inc. ADV23,620$1.21M0.0%-3.2%0.060%
2/14/2025Jane Street Group LLC6,847$349K0.0%-77.1%0.017%
2/14/2025Rehmann Capital Advisory Group51,999$2.65M0.2%-6.9%0.131%
2/14/2025Triumph Capital Management4,201$214K0.1%N/A0.011%
2/14/2025Comerica Bank78,022$3.98M0.0%-9.9%0.197%
2/14/2025Two Sigma Securities LLC8,584$438K0.1%N/A0.022%
2/14/2025Integrated Wealth Concepts LLC42,738$2.18M0.0%+21.2%0.108%
2/14/2025Coppell Advisory Solutions LLC4,361$223K0.0%+428.0%0.011%
2/14/2025MGO One Seven LLC87,937$4.49M0.2%+1.1%0.222%
2/14/2025IHT Wealth Management LLC11,339$578K0.0%-13.4%0.029%
2/14/2025Stifel Financial Corp346,708$17.69M0.0%+4.8%0.877%
2/14/2025OneDigital Investment Advisors LLC436,357$22.26M0.3%+4.1%1.103%
2/14/2025MML Investors Services LLC116,052$5.92M0.0%+0.5%0.293%
2/14/2025First Trust Advisors LP33,333$1.70M0.0%+9.4%0.084%
2/14/2025Freedom Investment Management Inc.32,442$1.66M0.1%-3.5%0.082%
2/13/2025NewEdge Advisors LLC312,954$15.96M0.1%+2.1%0.791%
2/13/2025Main Street Financial Solutions LLC19,319$985K0.1%N/A0.049%
2/13/2025Regal Investment Advisors LLC5,416$276K0.0%-6.3%0.014%
2/13/2025Mariner LLC73,938$3.77M0.0%+45.3%0.187%
2/13/2025Trustmark National Bank Trust Department17,931$915K0.1%-9.5%0.045%
2/13/2025Keystone Financial Group36,844$1.88M0.2%N/A0.093%
2/13/2025Summit Investment Advisors Inc.9,640$492K0.4%+3.7%0.024%
2/13/2025Townsquare Capital LLC15,988$816K0.0%+52.4%0.040%
2/13/2025Rockefeller Capital Management L.P.172,642$8.81M0.0%-0.6%0.437%
2/13/2025Elios Financial Group Inc.69,751$3.56M1.7%+0.6%0.176%
2/13/2025Advisory Services Network LLC25,629$1.31M0.0%+8.2%0.065%
2/13/2025Renaissance Technologies LLC12,300$627K0.0%-89.7%0.031%
2/13/2025Forum Private Client Group LLC5,402$276K0.1%N/A0.014%
2/13/2025Wells Fargo & Company MN2,405,323$122.70M0.0%-1.7%6.082%
2/12/2025World Investment Advisors8,914$455K0.0%N/A0.023%
2/12/2025OneAscent Financial Services LLC4,800$245K0.0%N/A0.012%
2/12/2025OLD Mission Capital LLC62,888$3.21M0.0%N/A0.159%
2/12/2025National Wealth Management Group LLC5,788$295K0.2%-23.2%0.015%
2/12/2025FSB Premier Wealth Management Inc.85,453$4.36M1.7%+8.1%0.216%
2/12/2025Tucker Asset Management LLC589$30K0.0%+933.3%0.001%
2/12/2025Orion Portfolio Solutions LLC21,284$1.09M0.0%+2.4%0.054%
2/12/2025JPMorgan Chase & Co.223,654$11.41M0.0%-46.9%0.565%
2/12/2025Worth Financial Advisory Group LLC17,924$914K0.6%-1.4%0.045%
2/12/2025Core Wealth Partners LLC23,896$1.22M0.7%+10.0%0.060%
2/12/2025PKS Advisory Services LLC18,891$964K0.3%N/A0.048%
2/12/2025Prestige Wealth Management Group LLC85,710$4.37M1.4%+7.6%0.217%
2/11/2025Modern Wealth Management LLC38,723$1.99M0.1%+10.3%0.098%
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2/11/2025Congress Wealth Management LLC DE466,653$23.80M0.3%-2.2%1.180%
2/11/2025LPL Financial LLC2,101,776$107.21M0.0%-16.2%5.314%
2/11/2025Intellus Advisors LLC12,597$643K0.1%N/A0.032%
2/11/2025GM Advisory Group LLC197,750$10.09M0.6%-0.6%0.500%
2/10/2025Thrivent Financial for Lutherans78,971$4.04M0.0%+58.1%0.200%
2/10/2025Cozad Asset Management Inc.9,964$508K0.0%+59.2%0.025%
2/10/2025Clearwater Capital Advisors LLC49,081$2.50M0.2%+119.3%0.124%
2/10/2025Creative Financial Designs Inc. ADV839$43K0.0%-72.8%0.002%
2/10/2025Signature Wealth Management Group16,495$841K0.3%+17.6%0.042%
2/10/2025Strategic Financial Partners Ltd.29,906$1.53M0.8%-10.3%0.076%
(Data available from 1/1/2016 forward)

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FMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMB shares?

During the previous two years, 362 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 298 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 ($404.29K), 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 11,840,127 shares in the last 24 months. This purchase volume represents approximately $666.36M in transactions.

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

Of the 241 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), RFG Advisory LLC ($351.49K), Congress Wealth Management LLC DE ($340.94K), Magnus Financial Group LLC ($204.18K), and JPMorgan Chase & Co. ($197.76K).

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

Institutional investors have sold a total of 6,820,371 shares in the last 24 months. This volume of shares sold represents approximately $379.20M in transactions.


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This page (NASDAQ:FMB) was last updated on 4/16/2025 by MarketBeat.com Staff
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