First Trust Managed Municipal ETF (FMB) Institutional Ownership

$51.33
+0.07 (+0.14%)
(As of 05/15/2024 ET)

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)
$257.21M
Number of
Institutional Sellers
(last 12 months)
165
Total
Institutional Outflows
(last 12 months)
$163.69M
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FMB Institutional Buying and Selling by Quarter

First Trust Managed Municipal ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2024Econ Financial Services Corp38,581$1.98M1.2%N/A0.101%
5/15/2024Kestra Advisory Services LLC250,956$12.89M0.1%-2.0%0.654%
5/14/2024 Sentinel Pension Advisors Inc.31,544$1.62M0.3%+24.0%0.082%
5/14/2024 Leelyn Smith LLC7,443$382K0.1%-49.7%0.019%
5/13/2024 Ameritas Investment Partners Inc.8,899$457K0.0%+3.8%0.023%
5/10/2024 Osaic Holdings Inc.436,875$22.44M0.1%-18.1%1.139%
5/10/2024 Motco203,805$10.47M0.6%-1.1%0.531%
5/10/2024 GM Advisory Group LLC136,445$7.01M0.5%+2.3%0.356%
5/9/2024 Delos Wealth Advisors LLC14,505$745K0.8%N/A0.038%
5/9/2024 Orion Portfolio Solutions LLC18,577$954K0.0%-47.9%0.048%
5/9/2024 Kingsview Wealth Management LLC6,813$350K0.0%-16.2%0.018%
5/9/2024 Condor Capital Management4,285$220K0.0%-72.0%0.011%
5/9/2024 Koshinski Asset Management Inc.19,127$982K0.1%N/A0.050%
5/8/2024 Avantax Advisory Services Inc.524,971$26.96M0.2%+44.5%1.369%
5/8/2024 US Bancorp DE7,485$384K0.0%+17.2%0.020%
5/8/2024 O Dell Group LLC4,887$251K0.1%+40.1%0.013%
5/8/2024 Watershed Private Wealth LLC4,398$226K0.1%-17.0%0.011%
5/7/2024 Verus Capital Partners LLC218,781$11.24M1.2%+8.0%0.570%
5/7/2024 BCGM Wealth Management LLC98,600$5.06M1.8%-0.4%0.257%
5/7/2024 Bernardo Wealth Planning LLC69,502$3.57M1.0%-14.6%0.181%
5/6/2024 Envestnet Portfolio Solutions Inc.28,646$1.47M0.0%-2.1%0.075%
5/4/2024 Csenge Advisory Group11,067$568K0.0%-8.9%0.029%
5/3/2024 Catalina Capital Group LLC8,523$438K0.2%+8.2%0.022%
5/3/2024 Larson Financial Group LLC50,239$2.58M0.2%+105.3%0.131%
5/3/2024 Rehmann Capital Advisory Group53,222$2.73M0.2%+8.0%0.139%
5/2/2024 Mutual Advisors LLC37,483$1.93M0.1%-5.2%0.098%
5/1/2024 Blackhawk Capital Partners LLC.53,191$2.73M1.7%-2.9%0.139%
5/1/2024 Janney Montgomery Scott LLC236,465$12.15M0.0%+4.4%0.617%
5/1/2024 Alta Wealth Advisors LLC16,523$849K0.4%-7.5%0.043%
5/1/2024 Worth Financial Advisory Group LLC18,296$940K0.7%-2.5%0.048%
5/1/2024 Sequoia Financial Advisors LLC987,518$50.72M0.6%+9.3%2.578%
4/30/2024 Private Advisor Group LLC167,403$8.60M0.1%+4.1%0.437%
4/30/2024 WealthBridge Capital Management LLC4,698$241K0.1%-10.8%0.012%
4/30/2024 Stock Yards Bank & Trust Co.32,811$1.69M0.1%-19.1%0.086%
4/29/2024Commonwealth Equity Services LLC335,527$17.23M0.0%+15.7%0.876%
4/29/2024 Benjamin Edwards Inc.5,075$261K0.1%+5.1%0.013%
4/29/2024 Benjamin F. Edwards & Company Inc.18,123$931K0.0%+2.9%0.047%
4/29/2024 Seascape Capital Management21,350$1.10M0.4%+41.9%0.056%
4/26/2024 Cottonwood Capital Advisors LLC16,126$821K0.6%-4.2%0.042%
4/26/2024Prestige Wealth Management Group LLC79,662$4.09M0.9%+16.2%0.208%
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4/26/2024 Clear Creek Financial Management LLC30,865$1.59M0.2%+4.9%0.081%
4/26/2024 MONECO Advisors LLC20,561$1.06M0.2%+17.5%0.054%
4/25/2024 Cambridge Investment Research Advisors Inc.123,705$6.35M0.0%+8.3%0.323%
4/24/2024 Private Trust Co. NA20,837$1.07M0.1%+4.1%0.054%
4/24/2024 Landmark Wealth Management LLC60,931$3.13M1.4%+5.6%0.159%
4/23/2024 Wheelhouse Advisory Group LLC10,001$514K0.4%-11.4%0.026%
4/23/2024 Raymond James Financial Services Advisors Inc.751,689$38.61M0.1%+16.5%1.963%
4/23/2024 Sutton Place Investors LLC21,433$1.10M0.5%-2.2%0.056%
4/22/2024 Nilsine Partners LLC23,350$1.20M0.2%+7.1%0.061%
4/22/2024 Raymond James & Associates355,590$18.26M0.0%-6.1%0.928%
4/22/2024 Signature Wealth Management Group15,360$783K0.4%-12.8%0.040%
4/22/2024 New Perspectives Inc6,644$341K0.2%N/A0.017%
4/19/2024 Wealth Management Resources Inc.44,099$2.27M1.0%-45.6%0.115%
4/19/2024 Tempus Wealth Planning LLC10,614$545K0.2%-5.3%0.028%
4/19/2024 Core Wealth Partners LLC7,230$371K0.3%N/A0.019%
4/19/2024 PCG Wealth Advisors LLC47,529$2.44M1.2%+0.9%0.123%
4/19/2024 Westside Investment Management Inc.64,266$3.30M0.8%-1.6%0.167%
4/19/2024 Lake Street Private Wealth LLC96,300$4.95M0.7%+10.4%0.250%
4/19/2024 Hedeker Wealth LLC33,042$1.70M0.5%+4.0%0.086%
4/18/2024 Tower Wealth Partners Inc.40,124$2.06M1.3%-1.6%0.104%
4/18/2024 SeaCrest Wealth Management LLC12,137$623K0.1%-3.7%0.032%
4/18/2024 Saxon Interests Inc.10,349$532K0.3%+6.2%0.027%
4/18/2024 Naviter Wealth LLC17,158$881K0.1%N/A0.045%
4/18/2024 Financial Strategies Group Inc.13,289$679K0.2%+75.4%0.035%
4/18/2024 Iams Wealth Management LLC4,412$227K0.1%N/A0.011%
4/18/2024 Main Line Retirement Advisors LLC62,627$3.22M2.5%+6.6%0.163%
4/18/2024 Congress Wealth Management LLC DE 693,046$35.60M0.6%+2.7%1.800%
4/18/2024 Miracle Mile Advisors LLC417,191$21.43M0.5%-6.1%1.084%
4/18/2024 Kowal Investment Group LLC221,192$11.36M2.5%+0.9%0.575%
4/18/2024 SteelPeak Wealth LLC4,258$219K0.0%-90.4%0.011%
4/16/2024 Occidental Asset Management LLC11,002$565K0.1%+28.9%0.029%
4/16/2024 Wealth Enhancement Advisory Services LLC37,902$1.95M0.0%-4.1%0.098%
4/16/2024 ERn Financial LLC249,260$12.80M2.2%+0.3%0.647%
4/16/2024 PFS Partners LLC10,077$518K0.3%+3,947.0%0.026%
4/16/2024 Arkansas Financial Group Inc.120,966$6.21M1.1%+3.0%0.314%
4/15/2024 Bowman & Co S.C.8,560$440K0.3%+12.2%0.022%
4/15/2024 GoalVest Advisory LLC3,506$180K0.1%N/A0.009%
4/15/2024 Hobart Private Capital LLC11,761$604K0.2%+23.0%0.031%
4/15/2024 RMR Wealth Builders239,188$12.29M1.5%+23.2%0.621%
4/15/2024 Flagstar Advisors Inc.40,110$2.06M0.6%-12.6%0.104%
4/15/2024 Cooksen Wealth LLC6,334$325K0.3%+33.8%0.016%
4/15/2024 Etesian Wealth Advisors Inc.89,661$4.61M2.6%+0.7%0.233%
4/13/2024 Inspirion Wealth Advisors LLC59,746$3.07M0.5%-1.1%0.155%
4/12/2024 Southland Equity Partners LLC33,830$1.74M0.5%+25.6%0.088%
4/11/2024 Security Financial Services INC.9,023$463K0.1%+11.9%0.023%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.18,400$945K0.6%-2.9%0.048%
4/11/2024 &PARTNERS19,971$1.02M0.1%-9.0%0.052%
4/11/2024 GSG Advisors LLC20,286$1.04M0.4%+38.2%0.053%
4/11/2024 Sebold Capital Management Inc.34,556$1.78M1.2%+2.4%0.090%
4/11/2024 RFG Advisory LLC192,325$9.88M0.3%-1.2%0.500%
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4/10/2024 Fragasso Group Inc.8,900$457K0.0%+48.3%0.023%
4/10/2024 Weitzel Financial Services Inc.48,742$2.50M1.2%+5.1%0.127%
4/10/2024 TL Private Wealth16,052$820K0.4%-19.4%0.042%
4/5/2024 NBC Securities Inc.1,598$82K0.0%-37.9%0.004%
4/5/2024 Insight Wealth Strategies LLC33,445$1.72M0.3%+3.4%0.087%
4/4/2024 Advance Capital Management Inc.78,292$4.02M0.3%-1.1%0.205%
3/22/2024 PNC Financial Services Group Inc.556$29K0.0%-77.6%0.001%
3/22/2024 Cooksen Wealth LLC4,734$245K0.3%N/A0.012%
3/19/2024 Warren Street Wealth Advisors LLC15,312$791K0.4%-11.1%0.040%
3/13/2024 MONECO Advisors LLC17,500$904K0.2%+8.2%0.046%
(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, 349 institutional investors and hedge funds held shares of First Trust Managed Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($113.00M), Wells Fargo & Company MN ($105.52M), UBS Group AG ($91.24M), Bank of America Corp DE ($77.23M), Avantax Planning Partners Inc. ($53.16M), Sequoia Financial Advisors LLC ($50.72M), and Raymond James Financial Services Advisors Inc. ($38.61M).Learn more on FMB's institutional investors.

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

Of the 297 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 ($968.77K), Avantax Planning Partners Inc. ($632.20K), Sequoia Financial Advisors LLC ($628.31K), Miracle Mile Advisors LLC ($525.45K), Congress Wealth Management LLC DE ($523.27K), Wells Fargo & Company MN ($478.67K), and LPL Financial LLC ($432.34K).

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

Institutional investors have bought a total of 14,415,390 shares in the last 24 months. This purchase volume represents approximately $1.20B in transactions.

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

Of the 238 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: UBS Group AG ($1.35M), CWA Asset Management Group LLC ($1.11M), Congress Wealth Management LLC DE ($842.24K), Miracle Mile Advisors LLC ($466.02K), Avantax Planning Partners Inc. ($437.14K), Bank of America Corp DE ($424.34K), and AE Wealth Management LLC ($366.17K).

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

Institutional investors have sold a total of 12,297,756 shares in the last 24 months. This volume of shares sold represents approximately $1.08B in transactions.


This page (NASDAQ:FMB) was last updated on 5/16/2024 by MarketBeat.com Staff

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