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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$50.58 -0.23 (-0.45%)
Closing price 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)
211
Total
Institutional Inflows
(last 12 months)
$315.47M
Number of
Institutional Sellers
(last 12 months)
201
Total
Institutional Outflows
(last 12 months)
$257.36M
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Skip Chart & View Institutional Buying and Selling Data

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
9/11/2025 Milestones Private Investment Advisors LLC17,431$868K0.6%N/A0.046%
9/4/2025 Osaic Holdings Inc.452,758$22.56M0.0%-8.6%1.206%
8/29/2025 Evolution Wealth Management Inc.551$27K0.0%N/A0.001%
8/29/2025 Total Investment Management Inc.532$27K0.0%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC11,231$560K0.0%-20.2%0.030%
8/26/2025 Thrivent Financial for Lutherans12,253$610K0.0%-79.9%0.033%
8/19/2025 Advisory Services Network LLC18,286$905K0.0%-17.1%0.049%
8/18/2025 Geneos Wealth Management Inc.12,837$640K0.0%+200.0%0.034%
8/15/2025 Corient Private Wealth LLC5,190$259K0.0%N/A0.014%
8/15/2025 Equitable Holdings Inc.68,839$3.43M0.0%+19.6%0.183%
8/15/2025 FSB Premier Wealth Management Inc.89,402$4.45M1.6%+1.8%0.238%
8/15/2025 Cooksen Wealth LLC5,397$269K0.2%-14.8%0.014%
8/15/2025 Visionary Wealth Advisors67,806$3.38M0.2%-5.8%0.181%
8/15/2025 Snowden Capital Advisors LLC25,659$1.28M0.0%+1.9%0.068%
8/15/2025 Orion Porfolio Solutions LLC11,231$560K0.0%-20.2%0.030%
8/15/2025 MML Investors Services LLC112,379$5.60M0.0%-2.7%0.299%
8/15/2025 Modern Wealth Management LLC41,822$2.08M0.1%+2.3%0.111%
8/15/2025 IHT Wealth Management LLC12,644$630K0.0%+10.1%0.034%
8/15/2025 Great Valley Advisor Group Inc.19,317$962K0.0%+1.4%0.051%
8/15/2025 Benjamin Edwards Inc.20,079$1M0.0%+19.9%0.053%
8/15/2025 Bank of America Corp DE1,739,171$86.65M0.0%-6.1%4.632%
8/14/2025 Jane Street Group LLC347,312$17.30M0.0%+83.2%0.925%
8/14/2025 Ausdal Financial Partners Inc.9,170$457K0.0%-22.1%0.024%
8/14/2025 Raymond James Financial Inc.1,191,423$59.36M0.0%+2.9%3.173%
8/14/2025 Main Street Financial Solutions LLC16,161$805K0.1%N/A0.043%
8/14/2025 Frisch Financial Group Inc.212,365$10.58M2.6%+3.2%0.566%
8/14/2025 NewEdge Advisors LLC375,894$18.73M0.1%-17.5%1.001%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC4,600$229K0.2%N/A0.012%
8/14/2025 Qube Research & Technologies Ltd2,510$125K0.0%N/A0.007%
8/14/2025 Financial Strategies Group Inc.17,635$878K0.2%-8.1%0.047%
8/14/2025 Prestige Wealth Management Group LLC91,504$4.56M0.9%-7.0%0.244%
8/13/2025 Flow Traders U.S. LLC11,796$588K0.0%+45.5%0.031%
8/13/2025 Baird Financial Group Inc.30,995$1.54M0.0%+0.9%0.083%
8/13/2025 First Trust Advisors LP12,879$642K0.0%-58.4%0.034%
8/13/2025 CW Advisors LLC468,324$23.33M0.2%+0.6%1.247%
8/13/2025 Elios Financial Group Inc.75,507$3.76M1.7%+5.4%0.201%
8/13/2025 WCG Wealth Advisors LLC11,293$563K0.0%N/A0.030%
8/13/2025 Beacon Pointe Advisors LLC6,148$306K0.0%N/A0.016%
8/13/2025 Bernardo Wealth Planning LLC25,142$1.25M0.3%-6.9%0.067%
8/13/2025 Trustmark Bank Trust Department9,023$450K0.0%-46.0%0.024%
8/13/2025 Quadrature Capital Ltd7,549$376K0.0%N/A0.020%
8/13/2025 Northwestern Mutual Wealth Management Co.179,419$8.94M0.0%-13.6%0.478%
8/13/2025 GM Advisory Group LLC212,000$10.56M0.5%+0.7%0.565%
8/13/2025 Maia Wealth LLC4,949$247K0.0%N/A0.013%
8/12/2025 Country Trust Bank84,999$4.24M0.1%-11.6%0.226%
8/12/2025 Financial Advocates Investment Management47,536$2.37M0.2%-43.9%0.127%
8/12/2025 Steward Partners Investment Advisory LLC39,083$1.95M0.0%-11.1%0.104%
8/12/2025 Weitzel Financial Services Inc.45,289$2.26M1.0%-4.2%0.121%
8/12/2025 Global Retirement Partners LLC11,243$560K0.0%N/A0.030%
8/12/2025 Forum Private Client Group LLC6,408$319K0.1%+18.6%0.017%
8/12/2025 Journey Strategic Wealth LLC129,608$6.46M0.2%-8.0%0.345%
8/12/2025 MAI Capital Management13,421$669K0.0%-3.7%0.036%
8/12/2025 JPMorgan Chase & Co.101,440$5.05M0.0%-71.5%0.270%
8/12/2025 PKS Advisory Services LLC19,471$970K0.2%+20.3%0.052%
8/11/2025 Western 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%
8/6/2025 Summit 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%
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%
(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, 372 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 ($86.65M), Raymond James Financial Inc. ($59.36M), 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 295 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. ($1.19M), Jane Street Group LLC ($850.37K), 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 6,194,298 shares in the last 24 months. This purchase volume represents approximately $315.47M in transactions.

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

Of the 201 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), JPMorgan Chase & Co. ($452.67K), LPL Financial LLC ($405.60K), Creative Planning ($305.95K), 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 5,088,015 shares in the last 24 months. This volume of shares sold represents approximately $257.36M in transactions.


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This page (NASDAQ:FMB) was last updated on 9/25/2025 by MarketBeat.com Staff
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