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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$51.11 +0.06 (+0.12%)
Closing price 10/15/2025 03:59 PM Eastern
Extended Trading
$51.14 +0.04 (+0.07%)
As of 10/15/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
209
Total
Institutional Inflows
(last 12 months)
$308.11M
Number of
Institutional Sellers
(last 12 months)
202
Total
Institutional Outflows
(last 12 months)
$259.25M
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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
10/15/2025TrueWealth Advisors LLC6,357$322K0.1%+33.9%0.017%
10/15/2025CWM LLC127,041$6.44M0.0%+19.1%0.340%
10/15/2025World Investment Advisors8,395$426K0.0%-5.8%0.022%
10/15/2025Brady Martz Wealth Solutions LLC110,994$5.63M1.0%-4.5%0.297%
10/15/2025Private Trust Co. NA14,060$713K0.1%+49.6%0.038%
10/14/2025 Weitzel Financial Services Inc.37,042$1.89M0.8%-18.2%0.099%
10/14/2025 Farther Finance Advisors LLC3,052$155K0.0%+18.4%0.008%
10/14/2025 Security Financial Services INC.13,621$691K0.1%+7.7%0.036%
10/10/2025 ABLE Financial Group LLC47,578$2.41M0.5%-28.6%0.127%
10/10/2025 Bowman & Co S.C.6,362$323K0.1%-5.8%0.017%
10/10/2025 Advance Capital Management Inc.69,289$3.51M0.2%-15.8%0.185%
10/9/2025 Legacy Solutions LLC28,978$1.47M1.3%+14.1%0.077%
10/9/2025 Dynamic Advisor Solutions LLC32,968$1.67M0.0%+31.7%0.088%
10/8/2025 Legacy Private Trust Co.10,048$509K0.0%-76.2%0.027%
10/8/2025 Beacon Financial Group6,451$327K0.0%N/A0.017%
10/7/2025 Friday Financial14,874$754K0.3%-8.9%0.040%
10/6/2025 Inspirion Wealth Advisors LLC62,223$3.23M0.5%+7.2%0.166%
10/6/2025 Insight Wealth Strategies LLC24,209$1.23M0.1%-1.4%0.065%
10/6/2025 Nilsine Partners LLC16,247$824K0.1%-14.9%0.043%
10/3/2025 HFG Wealth Management LLC45,139$2.25M1.2%-3.7%0.120%
10/1/2025 Hobart Private Capital LLC17,139$869K0.2%+2.8%0.046%
9/26/2025Corient Private Wealth LLC5,190$259K0.0%N/A0.014%
9/11/2025Milestones Private Investment Advisors LLC17,431$868K0.6%N/A0.046%
9/4/2025Osaic Holdings Inc.452,758$22.56M0.0%-8.6%1.206%
8/29/2025Evolution Wealth Management Inc.551$27K0.0%N/A0.001%
8/29/2025Total Investment Management Inc.532$27K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC11,231$560K0.0%-20.2%0.030%
8/26/2025Thrivent Financial for Lutherans12,253$610K0.0%-79.9%0.033%
8/19/2025Advisory Services Network LLC18,286$905K0.0%-17.1%0.049%
8/18/2025Geneos Wealth Management Inc.12,837$640K0.0%+200.0%0.034%
8/15/2025Corient Private Wealth LLC5,190$259K0.0%N/A0.014%
8/15/2025Equitable Holdings Inc.68,839$3.43M0.0%+19.6%0.183%
8/15/2025FSB Premier Wealth Management Inc.89,402$4.45M1.6%+1.8%0.238%
8/15/2025Cooksen Wealth LLC5,397$269K0.2%-14.8%0.014%
8/15/2025Visionary Wealth Advisors67,806$3.38M0.2%-5.8%0.181%
8/15/2025Snowden Capital Advisors LLC25,659$1.28M0.0%+1.9%0.068%
8/15/2025Orion Porfolio Solutions LLC11,231$560K0.0%-20.2%0.030%
8/15/2025MML Investors Services LLC112,379$5.60M0.0%-2.7%0.299%
8/15/2025Modern Wealth Management LLC41,822$2.08M0.1%+2.3%0.111%
8/15/2025IHT Wealth Management LLC12,644$630K0.0%+10.1%0.034%
8/15/2025Great Valley Advisor Group Inc.19,317$962K0.0%+1.4%0.051%
8/15/2025Benjamin Edwards Inc.20,079$1M0.0%+19.9%0.053%
8/15/2025Bank of America Corp DE1,739,171$86.65M0.0%-6.1%4.632%
8/14/2025Jane Street Group LLC347,312$17.30M0.0%+83.2%0.925%
8/14/2025Ausdal Financial Partners Inc.9,170$457K0.0%-22.1%0.024%
8/14/2025Raymond James Financial Inc.1,191,423$59.36M0.0%+2.9%3.173%
8/14/2025Main Street Financial Solutions LLC16,161$805K0.1%N/A0.043%
8/14/2025Frisch Financial Group Inc.212,365$10.58M2.6%+3.2%0.566%
8/14/2025NewEdge Advisors LLC375,894$18.73M0.1%-17.5%1.001%
8/14/2025Stonehaven Wealth & Tax Solutions LLC4,600$229K0.2%N/A0.012%
8/14/2025Qube Research & Technologies Ltd2,510$125K0.0%N/A0.007%
8/14/2025Financial Strategies Group Inc.17,635$878K0.2%-8.1%0.047%
8/14/2025Prestige Wealth Management Group LLC91,504$4.56M0.9%-7.0%0.244%
8/13/2025Flow Traders U.S. LLC11,796$588K0.0%+45.5%0.031%
8/13/2025Baird Financial Group Inc.30,995$1.54M0.0%+0.9%0.083%
8/13/2025First Trust Advisors LP12,879$642K0.0%-58.4%0.034%
8/13/2025CW Advisors LLC468,324$23.33M0.2%+0.6%1.247%
8/13/2025Elios Financial Group Inc.75,507$3.76M1.7%+5.4%0.201%
8/13/2025WCG Wealth Advisors LLC11,293$563K0.0%N/A0.030%
8/13/2025Beacon Pointe Advisors LLC6,148$306K0.0%N/A0.016%
8/13/2025Bernardo Wealth Planning LLC25,142$1.25M0.3%-6.9%0.067%
8/13/2025Trustmark Bank Trust Department9,023$450K0.0%-46.0%0.024%
8/13/2025Quadrature Capital Ltd7,549$376K0.0%N/A0.020%
8/13/2025Northwestern Mutual Wealth Management Co.179,419$8.94M0.0%-13.6%0.478%
8/13/2025GM Advisory Group LLC212,000$10.56M0.5%+0.7%0.565%
8/13/2025Maia Wealth LLC4,949$247K0.0%N/A0.013%
8/12/2025Country Trust Bank84,999$4.24M0.1%-11.6%0.226%
8/12/2025Financial Advocates Investment Management47,536$2.37M0.2%-43.9%0.127%
8/12/2025Steward 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%
8/12/2025Global Retirement Partners LLC11,243$560K0.0%N/A0.030%
8/12/2025Forum Private Client Group LLC6,408$319K0.1%+18.6%0.017%
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%
8/8/2025Rockefeller Capital Management L.P.255,039$12.71M0.0%+37.0%0.679%
8/8/2025Hedeker Wealth LLC32,474$1.62M0.4%-40.1%0.086%
8/8/2025Avantax Advisory Services Inc.129,342$6.44M0.0%-79.2%0.344%
8/8/2025Cetera Investment Advisers256,842$12.80M0.0%+15.2%0.684%
8/8/2025Creative Planning82,493$4.11M0.0%-78.7%0.220%
8/8/2025Opinicus 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%
8/8/2025Foundations Investment Advisors LLC6,487$323K0.0%-17.4%0.017%
8/8/2025Intrua Financial LLC6,456$322K0.0%-63.1%0.017%
8/7/2025Verus Capital Partners LLC130,418$6.50M0.5%-32.5%0.347%
8/7/2025PCG Wealth Advisors LLC8,995$448K0.2%-53.3%0.024%
8/7/2025Allworth Financial LP96,682$4.82M0.0%+24.5%0.257%
8/6/2025Prospera 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%
8/6/2025AE Wealth Management LLC10,955$546K0.0%-4.9%0.029%
8/6/2025Golden State Wealth Management LLC51,750$2.58M0.3%-3.9%0.138%
8/6/2025Strategic Financial Partners Ltd.22,130$1.10M0.5%-24.6%0.059%
8/6/2025First Horizon Advisors Inc.70,577$3.52M0.1%-0.7%0.188%
8/5/2025NewSquare Capital LLC13,149$655K0.0%+2.7%0.035%
8/5/2025Bank of New York Mellon Corp202,251$10.08M0.0%-1.7%0.539%
8/5/2025BCGM Wealth Management LLC123,313$6.14M1.7%+5.6%0.328%
8/5/2025Westside Investment Management Inc.68,359$3.41M0.6%+4.8%0.182%
8/5/2025Sigma Planning Corp38,617$1.92M0.1%+1.2%0.103%
(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, 371 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 6,053,946 shares in the last 24 months. This purchase volume represents approximately $308.11M 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 ($304.29K), 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 5,126,277 shares in the last 24 months. This volume of shares sold represents approximately $259.25M in transactions.


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This page (NASDAQ:FMB) was last updated on 10/16/2025 by MarketBeat.com Staff
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