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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$49.90 +0.02 (+0.04%)
Closing price 07/2/2025 03:59 PM Eastern
Extended Trading
$49.89 -0.01 (-0.02%)
As of 07/2/2025 04:04 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)
211
Total
Institutional Inflows
(last 12 months)
$321.25M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$175.90M
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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
7/2/2025HBW Advisory Services LLC4,552$227K0.0%-19.8%0.012%
7/2/2025Crumly & 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%
5/21/2025Main 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%
5/20/2025Belpointe 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%
5/14/2025GSG 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%
5/13/2025Heck 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%
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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%
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%
5/8/2025Arkadios Wealth Advisors17,394$877K0.0%N/A0.045%
5/7/2025Meeder Advisory Services Inc.7,081$357K0.0%+12.6%0.018%
5/7/2025PTM Wealth Management LLC10,682$528K0.5%N/A0.028%
5/7/2025LPL Financial LLC2,179,768$109.91M0.0%+3.7%5.640%
5/7/2025Security Financial Services INC.11,137$562K0.1%+2.0%0.029%
5/7/2025Motco194,766$9.82M1.0%-0.3%0.504%
5/7/2025First Heartland Consultants Inc.129,230$6.52M0.7%+22.2%0.334%
5/6/2025Hedeker Wealth LLC54,244$2.74M0.7%+1.8%0.140%
5/6/2025ShoreHaven Wealth Partners LLC5,927$299K0.1%-32.0%0.015%
5/6/2025Cetera Investment Advisers223,022$11.25M0.0%-1.5%0.577%
5/6/2025Avantax Advisory Services Inc.621,617$31.34M0.2%+2.8%1.608%
5/6/2025Tempus Wealth Planning LLC4,936$249K0.1%-28.3%0.013%
5/6/2025Journey Strategic Wealth LLC140,860$7.10M0.2%+17.1%0.364%
5/6/2025AE Wealth Management LLC11,521$581K0.0%+49.8%0.030%
5/6/2025Summit Wealth Partners LLC21,928$1.11M0.2%-1.7%0.057%
5/6/2025Strategic Financial Partners Ltd.29,358$1.48M0.8%-1.8%0.076%
5/5/2025IFP Advisors Inc15,711$792K0.0%+6.6%0.041%
5/5/2025Kestra Private Wealth Services LLC20,045$1.01M0.0%+38.7%0.052%
5/5/2025Impact Partnership Wealth LLC15,313$772K0.2%-4.4%0.040%
5/5/2025PCG Wealth Advisors LLC19,249$971K0.3%-24.7%0.050%
5/5/2025Csenge Advisory Group11,237$557K0.0%-25.5%0.029%
5/5/2025Private Advisor Group LLC131,094$6.61M0.0%-9.1%0.339%
5/2/2025Kingsview Wealth Management LLC6,006$303K0.0%-9.0%0.016%
5/2/2025Larson Financial Group LLC317,203$15.99M0.8%+14.9%0.821%
5/2/2025Landmark Wealth Management LLC69,151$3.49M1.5%+0.7%0.179%
5/2/2025Sigma Planning Corp38,143$1.92M0.1%-4.7%0.099%
5/1/2025CWM LLC95,921$4.84M0.0%-9.6%0.249%
5/1/2025Stephens Inc. AR28,115$1.42M0.0%-3.7%0.073%
5/1/2025Auour Investments LLC5,982$298K0.1%-24.2%0.016%
5/1/2025Grant GrossMendelsohn LLC54,637$2.72M1.5%+55.7%0.142%
5/1/2025SteelPeak Wealth LLC51,678$2.61M0.1%N/A0.134%
4/30/2025Bernardo Wealth Planning LLC27,019$1.36M0.3%-14.1%0.070%
4/30/2025Allworth Financial LP77,664$3.85M0.0%+17.7%0.202%
4/30/2025Cornerstone Planning Group LLC1,029$51K0.0%-30.3%0.003%
4/30/2025Stratos Wealth Partners LTD.30,687$1.55M0.0%-33.1%0.080%
4/30/2025Stratos Wealth Advisors LLC6,915$349K0.0%-75.9%0.018%
4/30/2025Blackhawk Capital Partners LLC.56,730$2.86M1.5%+7.8%0.148%
4/30/2025Family Capital Management Inc.31,505$1.59M1.0%-6.5%0.082%
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4/29/2025U.S. Capital Wealth Advisors LLC11,938$602K0.0%-2.2%0.031%
4/29/2025Envestnet Asset Management Inc.403,587$20.35M0.0%-5.2%1.050%
4/29/2025Concurrent Investment Advisors LLC18,655$941K0.0%+22.8%0.049%
4/29/2025Wheelhouse Advisory Group LLC6,964$351K0.2%-7.9%0.018%
4/29/2025Bank of New York Mellon Corp205,804$10.38M0.0%-1.7%0.535%
4/29/2025Seascape Capital Management21,000$1.06M0.4%+10.5%0.055%
4/29/2025Capital Investment Advisory Services LLC27,585$1.39M0.1%-9.1%0.072%
4/29/2025OneDigital Investment Advisors LLC426,121$21.49M0.3%-2.3%1.108%
4/29/2025Avantax Planning Partners Inc.639,192$32.23M1.1%-1.7%1.662%
4/28/2025D.A. Davidson & CO.49,072$2.47M0.0%-5.1%0.128%
(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, 362 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 291 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 6,290,489 shares in the last 24 months. This purchase volume represents approximately $321.25M in transactions.

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

Of the 185 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 ($770.90K), LPL Financial LLC ($513.69K), JPMorgan Chase & Co. ($197.76K), RFG Advisory LLC ($171.54K), Renaissance Technologies LLC ($164.19K), Avantax Planning Partners Inc. ($83.01K), and Legacy Private Trust Co. ($57.73K).

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

Institutional investors have sold a total of 3,440,023 shares in the last 24 months. This volume of shares sold represents approximately $175.90M in transactions.


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This page (NASDAQ:FMB) was last updated on 7/3/2025 by MarketBeat.com Staff
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