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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$51.24 -0.02 (-0.03%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Managed Municipal ETF (NASDAQ:FMB)

Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$318.43M
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$159.07M
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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
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%
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%
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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 DE 466,653$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%
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%
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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%
2/5/2025 Verus Capital Partners LLC191,773$9.78M0.9%-4.9%0.485%
2/4/2025 Bank of New York Mellon Corp209,281$10.68M0.0%+2.7%0.529%
2/4/2025 EdgeRock Capital LLC42,285$2.16M1.4%-3.2%0.107%
(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, 359 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 11,988,389 shares in the last 24 months. This purchase volume represents approximately $691.87M 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 6,691,315 shares in the last 24 months. This volume of shares sold represents approximately $378.08M in transactions.


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This page (NASDAQ:FMB) was last updated on 2/22/2025 by MarketBeat.com Staff
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