Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$49.78 -0.04 (-0.07%)
As of 03:22 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
197
Total
Institutional Inflows
(last 12 months)
$309.73M
Number of
Institutional Sellers
(last 12 months)
190
Total
Institutional Outflows
(last 12 months)
$238.64M
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

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
8/12/2025Journey Strategic Wealth LLC129,608$6.46M0.2%-8.0%0.345%
8/12/2025MAI Capital Management13,421$669K0.0%-3.7%0.036%
8/12/2025JPMorgan Chase & Co.101,440$5.05M0.0%-71.5%0.270%
8/12/2025PKS Advisory Services LLC19,471$970K0.2%+20.3%0.052%
8/11/2025Western Wealth Management LLC45,850$2.28M0.1%-6.5%0.122%
8/8/2025 Rockefeller Capital Management L.P.255,039$12.71M0.0%+37.0%0.679%
8/8/2025 Hedeker Wealth LLC32,474$1.62M0.4%-40.1%0.086%
8/8/2025 Avantax Advisory Services Inc.129,342$6.44M0.0%-79.2%0.344%
8/8/2025 Cetera Investment Advisers256,842$12.80M0.0%+15.2%0.684%
8/8/2025 Creative Planning82,493$4.11M0.0%-78.7%0.220%
8/8/2025 Opinicus Capital Inc.18,987$946K0.7%-9.0%0.051%
8/8/2025 Security Financial Services INC.12,650$630K0.1%+13.6%0.034%
8/8/2025 Foundations Investment Advisors LLC6,487$323K0.0%-17.4%0.017%
8/8/2025 Intrua Financial LLC6,456$322K0.0%-63.1%0.017%
8/7/2025 Verus Capital Partners LLC130,418$6.50M0.5%-32.5%0.347%
8/7/2025 PCG Wealth Advisors LLC8,995$448K0.2%-53.3%0.024%
8/7/2025 Allworth Financial LP96,682$4.82M0.0%+24.5%0.257%
8/6/2025 Prospera Financial Services Inc61,466$3.06M0.1%+0.4%0.164%
8/6/2025Summit Investment Advisors Inc.8,758$442K0.4%-9.1%0.023%
8/6/2025 AE Wealth Management LLC10,955$546K0.0%-4.9%0.029%
8/6/2025 Golden State Wealth Management LLC51,750$2.58M0.3%-3.9%0.138%
8/6/2025 Strategic Financial Partners Ltd.22,130$1.10M0.5%-24.6%0.059%
8/6/2025 First Horizon Advisors Inc.70,577$3.52M0.1%-0.7%0.188%
8/5/2025 NewSquare Capital LLC13,149$655K0.0%+2.7%0.035%
8/5/2025 Bank of New York Mellon Corp202,251$10.08M0.0%-1.7%0.539%
8/5/2025 BCGM Wealth Management LLC123,313$6.14M1.7%+5.6%0.328%
8/5/2025 Westside Investment Management Inc.68,359$3.41M0.6%+4.8%0.182%
8/5/2025 Sigma Planning Corp38,617$1.92M0.1%+1.2%0.103%
8/5/2025 Sebold Capital Management Inc.26,146$1.30M0.8%-51.6%0.070%
8/5/2025 Atlas Private Wealth Advisors65,860$3.28M0.4%-12.8%0.175%
8/4/2025 IFG Advisory LLC18,150$904K0.0%-37.0%0.048%
8/4/2025 Impact Partnership Wealth LLC11,664$581K0.1%-23.8%0.031%
8/4/2025 Atria Investments Inc55,032$2.74M0.0%-52.3%0.147%
8/4/2025 Arkadios Wealth Advisors18,242$909K0.0%+4.9%0.049%
8/1/2025 Motco187,808$9.29M0.9%-3.6%0.500%
8/1/2025 Ashton Thomas Private Wealth LLC11,803$588K0.0%+42.0%0.031%
8/1/2025 Signature Wealth Management Group13,632$679K0.3%-8.8%0.036%
8/1/2025 Envestnet Asset Management Inc.348,165$17.35M0.0%-13.7%0.927%
7/31/2025 Focus Partners Advisor Solutions LLC136,531$6.80M0.1%-8.2%0.364%
7/31/2025 Hobart Private Capital LLC16,671$831K0.2%-34.9%0.044%
#1 Pre-IPO Opportunity For 2025 [Take Action Now!] (Ad)

James Altucher has scored 37X and even 60X returns on past pre-IPO deals. But now he says a much bigger opportunity is taking shape—one tied to what could be the largest IPO in history: Elon Musk’s Starlink. With the IPO rumored to launch as soon as this year, James has uncovered a backdoor method to potentially profit before it goes public—starting with as little as $50.

Click here now to see how to position yourself before the Starlink IPO hits.
7/30/2025 Freedom Investment Management Inc.29,936$1.49M0.1%-5.6%0.079%
7/30/2025 Rehmann Capital Advisory Group9,861$491K0.0%-81.1%0.026%
7/30/2025 Patten Group Inc.18,396$916K0.2%-5.0%0.049%
7/30/2025 Family Capital Management Inc.31,203$1.56M0.8%-1.0%0.082%
7/30/2025 D.A. Davidson & CO.46,347$2.31M0.0%-5.6%0.122%
7/30/2025 Syntegra Private Wealth Group LLC24,345$1.21M0.1%-15.1%0.064%
7/29/2025 Cottonwood Capital Advisors LLC13,194$657K0.4%-1.7%0.035%
7/29/2025 Koshinski Asset Management Inc.17,954$894K0.1%-19.9%0.047%
7/29/2025 Foster & Motley Inc.57,611$2.87M0.2%+35.0%0.152%
7/29/2025 ShoreHaven Wealth Partners LLC6,418$320K0.1%+8.3%0.017%
7/29/2025 Stratos Wealth Partners LTD.32,259$1.61M0.0%+5.1%0.085%
7/29/2025 Stratos Wealth Advisors LLC5,481$273K0.0%-20.7%0.014%
7/29/2025 Private Trust Co. NA9,398$468K0.0%-45.7%0.025%
7/28/2025 Mutual Advisors LLC37,567$1.86M0.0%-6.4%0.099%
7/28/2025 RFG Advisory LLC16,524$823K0.0%-20.5%0.044%
7/25/2025 Atria Wealth Solutions Inc.14,382$717K0.0%+8.5%0.038%
7/25/2025 Envestnet Portfolio Solutions Inc.36,772$1.83M0.0%-5.0%0.097%
7/25/2025 Sequoia Financial Advisors LLC227,364$11.33M0.0%-10.4%0.605%
7/25/2025 Total Clarity Wealth Management Inc.8,902$443K0.1%N/A0.024%
7/25/2025 MGO One Seven LLC88,127$4.39M0.1%-1.0%0.233%
7/25/2025 Cypress Capital Group35,150$1.75M0.2%+5.1%0.093%
7/25/2025 Landmark Wealth Management LLC47,075$2.35M1.0%-31.9%0.124%
7/25/2025 CWM LLC106,677$5.32M0.0%+11.2%0.282%
7/25/2025 Concurrent Investment Advisors LLC22,320$1.11M0.0%+19.6%0.059%
7/24/2025 Etesian Wealth Advisors Inc.79,420$3.96M1.5%-2.8%0.210%
7/23/2025 Clear Creek Financial Management LLC34,538$1.72M0.2%-11.0%0.091%
7/23/2025 Dohj LLC85,286$4.21M1.1%+396.1%0.225%
7/23/2025 Wheelhouse Advisory Group LLC6,645$331K0.2%-4.6%0.018%
7/23/2025 SteelPeak Wealth LLC53,888$2.69M0.1%+4.3%0.142%
7/23/2025 Heck Capital Advisors LLC38,463$1.92M0.2%-10.4%0.102%
7/22/2025 Belpointe Asset Management LLC22,671$1.13M0.0%-5.3%0.060%
7/22/2025 Sutton Place Investors LLC8,540$425K0.3%-3.6%0.023%
7/21/2025 Stock Yards Bank & Trust Co.29,974$1.49M0.0%-3.4%0.079%
7/21/2025 Ameritas Advisory Services LLC11,412$569K0.0%-55.3%0.030%
7/21/2025 Investment Planning Advisors Inc.58,234$2.90M1.0%+1.0%0.154%
7/18/2025 Philip James Wealth Mangement LLC22,134$1.10M0.1%+3.3%0.058%
7/18/2025 Warren Street Wealth Advisors LLC15,483$771K0.3%-3.9%0.041%
7/18/2025 Pure Financial Advisors LLC8,219$409K0.0%N/A0.022%
7/18/2025 Truist Financial Corp371,440$18.51M0.0%+13.6%0.979%
7/17/2025 Janney Montgomery Scott LLC336,696$16.77M0.0%+4.5%0.887%
7/17/2025 ERn Financial LLC148,832$7.42M1.6%-45.4%0.392%
7/16/2025 One Plus One Wealth Management LLC5,085$253K0.1%-64.1%0.013%
7/16/2025 Arkansas Financial Group Inc.124,613$6.21M1.0%+0.3%0.328%
7/16/2025 EdgeRock Capital LLC66,717$3.32M1.1%+10.5%0.176%
7/15/2025 Legacy Solutions LLC25,399$1.27M1.2%-1.2%0.067%
7/15/2025 Traction Financial Partners LLC33,989$1.69M1.1%+27.1%0.090%
7/15/2025 LVZ Inc.19,385$966K0.1%-13.1%0.051%
7/14/2025 Brady Martz Wealth Solutions LLC116,265$5.79M1.1%-9.3%0.306%
7/14/2025 Financial Enhancement Group LLC8,798$438K0.1%N/A0.023%
7/14/2025 Seascape Capital Management22,500$1.12M0.4%+7.1%0.059%
#1 Pre-IPO Opportunity For 2025 [Take Action Now!] (Ad)

James Altucher has scored 37X and even 60X returns on past pre-IPO deals. But now he says a much bigger opportunity is taking shape—one tied to what could be the largest IPO in history: Elon Musk’s Starlink. With the IPO rumored to launch as soon as this year, James has uncovered a backdoor method to potentially profit before it goes public—starting with as little as $50.

Click here now to see how to position yourself before the Starlink IPO hits.
7/14/2025 Sentinel Pension Advisors LLC56,099$2.80M0.5%+0.8%0.148%
7/14/2025 Friday Financial16,334$814K0.4%-1.7%0.043%
7/14/2025 ABLE Financial Group LLC66,636$3.32M0.8%-12.4%0.176%
7/14/2025 U.S. Capital Wealth Advisors LLC10,631$530K0.0%-10.9%0.028%
7/14/2025 Main Line Retirement Advisors LLC52,125$2.60M1.5%+4.1%0.137%
7/14/2025 Flagstar Advisors Inc.24,055$1.20M0.3%-21.6%0.063%
7/11/2025 Farther Finance Advisors LLC2,578$128K0.0%-77.6%0.007%
7/11/2025 Kaydan Wealth Management Inc.4,626$230K0.1%-40.9%0.012%
7/11/2025 Pinnacle Bancorp Inc.2,552$127K0.0%+18.7%0.007%
7/11/2025 SeaCrest Wealth Management LLC7,703$384K0.0%-14.4%0.020%
(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, 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 ($109.91M), UBS Group AG ($91.24M), Bank of America Corp DE ($88.25M), Raymond James Financial Inc. ($58.35M), Raymond James Financial Services Advisors Inc. ($37.83M), and Miracle Mile Advisors LLC ($32.75M).Learn more on First Trust Managed Municipal ETF's institutional investors.

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

Of the 284 institutional investors that purchased First Trust Managed Municipal ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.16M), Jane Street Group LLC ($692.59K), LPL Financial LLC ($517.75K), Miracle Mile Advisors LLC ($404.29K), International Assets Investment Management LLC ($377.49K), CWA Asset Management Group LLC ($316.60K), and Larson Financial Group LLC ($294.65K).

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

Institutional investors have bought a total of 6,073,905 shares in the last 24 months. This purchase volume represents approximately $309.73M in transactions.

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

Of the 189 institutional investors that sold First Trust Managed Municipal ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sequoia Financial Advisors LLC ($797.35K), Avantax Advisory Services Inc. ($492.28K), LPL Financial LLC ($405.60K), Creative Planning ($310.55K), JPMorgan Chase & Co. ($197.76K), RFG Advisory LLC ($172.52K), and ERn Financial LLC ($130.03K).

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

Institutional investors have sold a total of 4,444,326 shares in the last 24 months. This volume of shares sold represents approximately $225.35M in transactions.


Related Companies

This page (NASDAQ:FMB) was last updated on 8/12/2025 by MarketBeat.com Staff
From Our Partners
When the levee breaks
The U.S. Treasury just confirmed it plans to borrow $1.01 trillion this quarter—nearly double what was project...
Porter & Company | Sponsored
One stock to replace Nvidia
Investing Legend Hints the End May be Near for These 3 Iconic Stocks One company to replace Amazon… another...
InvestorPlace | Sponsored
Turn your "dead money" into $306+ monthly (starting this month)
Turn your "dead money" into $306+ monthly (starting this month) I've been tracking a financial revolution t...
Investors Alley | Sponsored
My shocking meeting in Washington, D.C.
After a shocking discovery in D.C., Jeff Brown is revealing: President Trump’s “Project MAFA” Get a look...
Brownstone Research | Sponsored
Big Changes Coming in August — Is Your IRA Ready?
Banks aren’t waiting for the headlines to catch up. They’ve already started moving their wealth out of pape...
Reagan Gold Group | Sponsored
Top Picks for Trump’s Pro-Crypto America
27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your ...
Crypto 101 Media | Sponsored
Genesis 14:13-17 [HIDDEN MEANING?]
A mysterious Bible verse from Genesis may hold the key to unlocking what one expert calls an “American birthri...
Paradigm Press | Sponsored
Silver Demand Is Exploding—and Supply Can’t Keep Up
Elon's Next Market Move Could Send Silver Soaring Every industry Elon Musk touches explodes—from Tesla to S...
Priority Gold | Sponsored