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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$49.51 -0.35 (-0.70%)
Closing price 03:59 PM Eastern
Extended Trading
$49.50 -0.02 (-0.03%)
As of 04:04 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)
213
Total
Institutional Inflows
(last 12 months)
$338.88M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$175.54M
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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
5/20/2025Belpointe Asset Management LLC23,951$1.21M0.1%-27.3%0.063%
5/20/2025Flaharty Asset Management LLC1,153$58K0.0%N/A0.003%
5/19/2025 Jane Street Group LLC189,530$9.56M0.0%+2,668.1%0.490%
5/16/2025 Ashton Thomas Private Wealth LLC8,313$419K0.0%-10.5%0.022%
5/16/2025 Jones Financial Companies Lllp87,041$4.28M0.0%+29.7%0.225%
5/16/2025 Financial Strategies Group Inc.19,190$951K0.2%+9.1%0.050%
5/16/2025 National Wealth Management Group LLC4,199$212K0.1%-27.5%0.011%
5/16/2025 NewEdge Advisors LLC455,622$22.97M0.1%+45.6%1.179%
5/16/2025 Integrated Wealth Concepts LLC20,358$1.03M0.0%-52.4%0.053%
5/15/2025 Paragon Private Wealth Management LLC7,594$383K0.2%-17.9%0.020%
5/15/2025 Focus Partners Advisor Solutions LLC148,776$7.50M0.1%-0.9%0.385%
5/15/2025 Royal Bank of Canada619,572$31.24M0.0%+1.4%1.603%
5/15/2025 MAI Capital Management13,933$703K0.0%-15.7%0.036%
5/15/2025 Weitzel Financial Services Inc.47,289$2.40M1.2%-1.3%0.122%
5/15/2025 Baird Financial Group Inc.30,729$1.55M0.0%-5.1%0.080%
5/14/2025 Per Stirling Capital Management LLC.41,843$2.11M0.3%-36.0%0.108%
5/14/2025 PKS Advisory Services LLC16,192$816K0.2%-14.3%0.042%
5/14/2025 Jane Street Group LLC189,530$9.56M0.0%+2,668.1%0.490%
5/14/2025 Comerica Bank85,412$4.31M0.0%+9.5%0.221%
5/14/2025 Freedom Investment Management Inc.31,709$1.60M0.1%-2.3%0.082%
5/14/2025 Northwestern Mutual Wealth Management Co.207,572$10.47M0.0%-6.3%0.537%
5/14/2025 Kestra Advisory Services LLC165,025$8.32M0.0%-14.8%0.427%
5/14/2025 CW Advisors LLC465,465$23.47M0.3%-0.3%1.204%
5/14/2025 Flow Traders U.S. LLC8,108$409K0.0%N/A0.021%
5/14/2025 GM Advisory Group LLC210,528$10.62M0.6%+6.5%0.545%
5/14/2025 Frisch 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%
5/13/2025 Raymond 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%
5/13/2025 HighTower Advisors LLC231,944$11.70M0.0%+104.4%0.600%
5/13/2025 Core Wealth Partners LLC13,240$668K0.4%-44.6%0.034%
5/12/2025 Cypress Capital Group33,450$1.69M0.2%+25.8%0.087%
5/12/2025 Pandora Wealth Inc.4,579$231K0.2%N/A0.012%
5/12/2025 Benjamin Edwards Inc.16,748$844K0.0%-34.2%0.043%
5/12/2025 Townsquare Capital LLC15,640$789K0.0%-2.2%0.040%
5/12/2025 Citigroup Inc.153,981$7.76M0.0%-1.2%0.398%
5/9/2025 Atria Wealth Solutions Inc.13,254$668K0.0%-6.1%0.034%
5/9/2025 Syntegra Private Wealth Group LLC28,675$1.45M0.2%-33.0%0.074%
5/9/2025 Commonwealth Equity Services LLC384,349$19.38M0.0%+24.3%0.994%
5/8/2025 US Bancorp DE8,485$428K0.0%-21.9%0.022%
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5/8/2025 BCGM Wealth Management LLC116,745$5.89M1.8%-3.3%0.302%
5/8/2025 Elios Financial Group Inc.71,658$3.61M1.8%+2.7%0.185%
5/8/2025 Harbour Investments Inc.12,318$621K0.0%-2.4%0.032%
5/8/2025 MGO One Seven LLC88,997$4.49M0.2%+1.2%0.230%
5/8/2025 Foster & Motley Inc.42,663$2.15M0.1%+3.6%0.110%
5/8/2025 FSB Premier Wealth Management Inc.87,784$4.43M1.7%+2.7%0.227%
5/8/2025 Arkadios Wealth Advisors17,394$877K0.0%N/A0.045%
5/7/2025 Meeder Advisory Services Inc.7,081$357K0.0%+12.6%0.018%
5/7/2025 PTM Wealth Management LLC10,682$528K0.5%N/A0.028%
5/7/2025 LPL Financial LLC2,179,768$109.91M0.0%+3.7%5.640%
5/7/2025 Security Financial Services INC.11,137$562K0.1%+2.0%0.029%
5/7/2025 Motco194,766$9.82M1.0%-0.3%0.504%
5/7/2025 First Heartland Consultants Inc.129,230$6.52M0.7%+22.2%0.334%
5/6/2025 Hedeker Wealth LLC54,244$2.74M0.7%+1.8%0.140%
5/6/2025 ShoreHaven Wealth Partners LLC5,927$299K0.1%-32.0%0.015%
5/6/2025 Cetera Investment Advisers223,022$11.25M0.0%-1.5%0.577%
5/6/2025 Avantax Advisory Services Inc.621,617$31.34M0.2%+2.8%1.608%
5/6/2025 Tempus Wealth Planning LLC4,936$249K0.1%-28.3%0.013%
5/6/2025 Journey Strategic Wealth LLC140,860$7.10M0.2%+17.1%0.364%
5/6/2025 AE Wealth Management LLC11,521$581K0.0%+49.8%0.030%
5/6/2025 Summit Wealth Partners LLC21,928$1.11M0.2%-1.7%0.057%
5/6/2025 Strategic Financial Partners Ltd.29,358$1.48M0.8%-1.8%0.076%
5/5/2025 IFP Advisors Inc15,711$792K0.0%+6.6%0.041%
5/5/2025 Kestra Private Wealth Services LLC20,045$1.01M0.0%+38.7%0.052%
5/5/2025 Impact Partnership Wealth LLC15,313$772K0.2%-4.4%0.040%
5/5/2025 PCG Wealth Advisors LLC19,249$971K0.3%-24.7%0.050%
5/5/2025 Csenge Advisory Group11,237$557K0.0%-25.5%0.029%
5/5/2025 Private Advisor Group LLC131,094$6.61M0.0%-9.1%0.339%
5/2/2025 Kingsview Wealth Management LLC6,006$303K0.0%-9.0%0.016%
5/2/2025 Larson Financial Group LLC317,203$15.99M0.8%+14.9%0.821%
5/2/2025 Landmark Wealth Management LLC69,151$3.49M1.5%+0.7%0.179%
5/2/2025 Sigma Planning Corp38,143$1.92M0.1%-4.7%0.099%
5/1/2025 CWM LLC95,921$4.84M0.0%-9.6%0.249%
5/1/2025 Stephens Inc. AR28,115$1.42M0.0%-3.7%0.073%
5/1/2025 Auour Investments LLC5,982$298K0.1%-24.2%0.016%
5/1/2025 Grant GrossMendelsohn LLC54,637$2.72M1.5%+55.7%0.142%
5/1/2025 SteelPeak Wealth LLC51,678$2.61M0.1%N/A0.134%
4/30/2025 Bernardo Wealth Planning LLC27,019$1.36M0.3%-14.1%0.070%
4/30/2025 Allworth Financial LP77,664$3.85M0.0%+17.7%0.202%
4/30/2025 Cornerstone Planning Group LLC1,029$51K0.0%-30.3%0.003%
4/30/2025 Stratos Wealth Partners LTD.30,687$1.55M0.0%-33.1%0.080%
4/30/2025 Stratos Wealth Advisors LLC6,915$349K0.0%-75.9%0.018%
4/30/2025 Blackhawk Capital Partners LLC.56,730$2.86M1.5%+7.8%0.148%
4/30/2025 Family Capital Management Inc.31,505$1.59M1.0%-6.5%0.082%
4/29/2025 U.S. Capital Wealth Advisors LLC11,938$602K0.0%-2.2%0.031%
4/29/2025 Envestnet Asset Management Inc.403,587$20.35M0.0%-5.2%1.050%
4/29/2025 Concurrent Investment Advisors LLC18,655$941K0.0%+22.8%0.049%
4/29/2025 Wheelhouse Advisory Group LLC6,964$351K0.2%-7.9%0.018%
4/29/2025 Bank of New York Mellon Corp205,804$10.38M0.0%-1.7%0.535%
4/29/2025 Seascape Capital Management21,000$1.06M0.4%+10.5%0.055%
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4/29/2025 Capital Investment Advisory Services LLC27,585$1.39M0.1%-9.1%0.072%
4/29/2025 OneDigital Investment Advisors LLC426,121$21.49M0.3%-2.3%1.108%
4/29/2025 Avantax Planning Partners Inc.639,192$32.23M1.1%-1.7%1.662%
4/28/2025 D.A. Davidson & CO.49,072$2.47M0.0%-5.1%0.128%
4/28/2025 Mutual Advisors LLC40,130$1.99M0.1%-2.4%0.104%
4/28/2025 Sebold Capital Management Inc.54,033$2.72M1.8%+3.4%0.141%
4/28/2025 First Horizon Advisors Inc.71,066$3.58M0.1%-13.9%0.185%
4/28/2025 Revisor Wealth Management LLC11,773$594K0.3%N/A0.031%
4/28/2025 Private Trust Co. NA17,318$873K0.1%-14.3%0.045%
4/28/2025 Clear Creek Financial Management LLC38,786$1.96M0.2%-1.0%0.101%
(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, 361 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 FMB's institutional investors.

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

Of the 292 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: 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 11,930,533 shares in the last 24 months. This purchase volume represents approximately $609.26M in transactions.

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

Of the 246 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: Sequoia Financial Advisors LLC ($780.25K), LPL Financial LLC ($513.69K), UBS Group AG ($483.35K), Congress Wealth Management LLC DE ($340.94K), RFG Advisory LLC ($284.26K), JPMorgan Chase & Co. ($197.76K), and Magnus Financial Group LLC ($194.09K).

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

Institutional investors have sold a total of 6,667,458 shares in the last 24 months. This volume of shares sold represents approximately $339.83M in transactions.



This page (NASDAQ:FMB) was last updated on 5/21/2025 by MarketBeat.com Staff
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