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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$49.38 +0.05 (+0.10%)
Closing price 03:59 PM Eastern
Extended Trading
$49.37 -0.01 (-0.02%)
As of 04:11 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)
198
Total
Institutional Inflows
(last 12 months)
$311.10M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$179.85M
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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
7/25/2025Concurrent Investment Advisors LLC22,320$1.11M0.0%+19.6%0.059%
7/24/2025Etesian 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%
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%
7/10/2025 Wealth Enhancement Advisory Services LLC21,296$1.06M0.0%-11.9%0.056%
7/9/2025 GSG Advisors LLC27,931$1.39M0.4%+1.8%0.074%
7/9/2025 Inspirion Wealth Advisors LLC58,053$2.89M0.4%-3.6%0.153%
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Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

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7/9/2025 Triumph Capital Management4,914$245K0.1%+11.3%0.013%
7/9/2025 HFG Wealth Management LLC46,867$2.36M1.4%-2.4%0.123%
7/9/2025 Bowman & Co S.C.6,757$337K0.2%-7.1%0.018%
7/9/2025 WealthCare Investment Partners LLC50,561$2.52M0.9%+2.1%0.133%
7/8/2025 Advance Capital Management Inc.82,312$4.10M0.2%-6.4%0.215%
7/8/2025 RMR Wealth Builders349,793$17.43M1.6%+6.6%0.916%
7/8/2025 Legacy Private Trust Co.42,221$2.10M0.1%-15.4%0.111%
7/3/2025 TrueWealth Advisors LLC4,747$236K0.1%-8.9%0.012%
7/2/2025 HBW Advisory Services LLC4,552$227K0.0%-19.8%0.012%
7/2/2025 Crumly & Associates Inc.18,385$916K0.2%-9.7%0.048%
6/2/2025Modern Wealth Management LLC40,885$2.06M0.1%+5.3%0.106%
5/28/2025Intrua Financial LLC17,495$882K0.1%-14.8%0.045%
5/21/2025 Main Line Retirement Advisors LLC50,094$2.53M1.6%+0.7%0.131%
5/21/2025Geneos Wealth Management Inc.4,279$216K0.0%-18.8%0.011%
5/20/2025 Belpointe Asset Management LLC23,951$1.21M0.1%-27.3%0.063%
5/20/2025Flaharty Asset Management LLC1,153$58K0.0%N/A0.003%
5/19/2025Jane Street Group LLC189,530$9.56M0.0%+2,668.1%0.490%
5/16/2025Ashton Thomas Private Wealth LLC8,313$419K0.0%-10.5%0.022%
5/16/2025Jones Financial Companies Lllp87,041$4.28M0.0%+29.7%0.225%
5/16/2025Financial Strategies Group Inc.19,190$951K0.2%+9.1%0.050%
5/16/2025National Wealth Management Group LLC4,199$212K0.1%-27.5%0.011%
5/16/2025NewEdge Advisors LLC455,622$22.97M0.1%+45.6%1.179%
5/16/2025Integrated Wealth Concepts LLC20,358$1.03M0.0%-52.4%0.053%
5/15/2025Paragon Private Wealth Management LLC7,594$383K0.2%-17.9%0.020%
5/15/2025Focus Partners Advisor Solutions LLC148,776$7.50M0.1%-0.9%0.385%
5/15/2025Royal Bank of Canada619,572$31.24M0.0%+1.4%1.603%
5/15/2025MAI Capital Management13,933$703K0.0%-15.7%0.036%
5/15/2025Weitzel Financial Services Inc.47,289$2.40M1.2%-1.3%0.122%
5/15/2025Baird Financial Group Inc.30,729$1.55M0.0%-5.1%0.080%
5/14/2025Per Stirling Capital Management LLC.41,843$2.11M0.3%-36.0%0.108%
5/14/2025PKS Advisory Services LLC16,192$816K0.2%-14.3%0.042%
5/14/2025Jane Street Group LLC189,530$9.56M0.0%+2,668.1%0.490%
5/14/2025Comerica Bank85,412$4.31M0.0%+9.5%0.221%
5/14/2025Freedom Investment Management Inc.31,709$1.60M0.1%-2.3%0.082%
5/14/2025Northwestern Mutual Wealth Management Co.207,572$10.47M0.0%-6.3%0.537%
5/14/2025Kestra Advisory Services LLC165,025$8.32M0.0%-14.8%0.427%
5/14/2025CW Advisors LLC465,465$23.47M0.3%-0.3%1.204%
5/14/2025Flow Traders U.S. LLC8,108$409K0.0%N/A0.021%
5/14/2025GM Advisory Group LLC210,528$10.62M0.6%+6.5%0.545%
5/14/2025Frisch Financial Group Inc.205,696$10.37M2.9%+0.1%0.532%
5/14/2025 GSG Advisors LLC27,430$1.36M0.4%+6.4%0.071%
5/13/2025Raymond James Financial Inc.1,157,297$58.35M0.0%+0.6%2.994%
5/13/2025 Heck Capital Advisors LLC42,925$2.16M0.2%+4.5%0.111%
5/13/2025HighTower Advisors LLC231,944$11.70M0.0%+104.4%0.600%
5/13/2025Core Wealth Partners LLC13,240$668K0.4%-44.6%0.034%
5/12/2025Cypress Capital Group33,450$1.69M0.2%+25.8%0.087%
5/12/2025Pandora Wealth Inc.4,579$231K0.2%N/A0.012%
5/12/2025Benjamin Edwards Inc.16,748$844K0.0%-34.2%0.043%
5/12/2025Townsquare Capital LLC15,640$789K0.0%-2.2%0.040%
5/12/2025Citigroup Inc.153,981$7.76M0.0%-1.2%0.398%
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)

Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.

We recently interviewed Rickards to get the full story and understand how everyday Americans can pre
5/9/2025Atria Wealth Solutions Inc.13,254$668K0.0%-6.1%0.034%
5/9/2025Syntegra Private Wealth Group LLC28,675$1.45M0.2%-33.0%0.074%
5/9/2025Commonwealth Equity Services LLC384,349$19.38M0.0%+24.3%0.994%
5/8/2025US Bancorp DE8,485$428K0.0%-21.9%0.022%
5/8/2025BCGM Wealth Management LLC116,745$5.89M1.8%-3.3%0.302%
5/8/2025Elios Financial Group Inc.71,658$3.61M1.8%+2.7%0.185%
5/8/2025Harbour Investments Inc.12,318$621K0.0%-2.4%0.032%
5/8/2025MGO One Seven LLC88,997$4.49M0.2%+1.2%0.230%
5/8/2025Foster & Motley Inc.42,663$2.15M0.1%+3.6%0.110%
5/8/2025FSB Premier Wealth Management Inc.87,784$4.43M1.7%+2.7%0.227%
(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, 363 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 286 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 ($564.25K), 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 6,118,778 shares in the last 24 months. This purchase volume represents approximately $312.22M in transactions.

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

Of the 188 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), LPL Financial LLC ($513.69K), JPMorgan Chase & Co. ($197.76K), RFG Advisory LLC ($168.26K), Renaissance Technologies LLC ($164.19K), ERn Financial LLC ($130.03K), and Avantax Planning Partners Inc. ($83.01K).

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

Institutional investors have sold a total of 3,574,217 shares in the last 24 months. This volume of shares sold represents approximately $182.41M in transactions.



This page (NASDAQ:FMB) was last updated on 7/25/2025 by MarketBeat.com Staff
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