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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$51.09 +0.03 (+0.06%)
As of 03:59 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)
208
Total
Institutional Inflows
(last 12 months)
$251.27M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$202.95M
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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
5/5/2026Bank of New York Mellon Corp185,709$9.41M0.0%-0.2%0.472%
5/5/2026Blackhawk Capital Partners LLC114,133$5.78M2.1%+53.1%0.290%
5/5/2026Geneos Wealth Management Inc.13,846$701K0.0%+6.4%0.035%
5/5/2026Sanctuary Advisors LLC103,233$5.23M0.0%-0.5%0.262%
5/5/2026 Sigma Planning Corp31,681$1.61M0.0%-1.5%0.081%
5/5/2026 Avantax Planning Partners Inc.842,907$42.70M1.2%-1.3%2.142%
5/4/2026 HBW Advisory Services LLC4,537$230K0.0%-27.2%0.012%
5/1/2026 Fifth Third Bancorp86,924$4.40M0.0%+3,413.5%0.221%
5/1/2026 Sovran Advisors LLC9,340$477K0.0%+9.1%0.024%
5/1/2026 Sequoia Financial Advisors LLC141,120$7.15M0.0%-9.1%0.359%
4/30/2026 Kestra Advisory Services LLC151,964$7.70M0.0%+5.0%0.386%
4/30/2026 Cooksen Wealth LLC7,332$371K0.3%-40.9%0.019%
4/30/2026 Weitzel Financial Services Inc.36,730$1.86M0.7%-2.4%0.093%
4/29/2026 Advance Capital Management Inc.82,571$4.18M0.2%+27.7%0.210%
4/28/2026 Ascentis Independent Advisors1,041$53K0.0%N/A0.003%
4/28/2026 Stephens Inc. AR25,386$1.29M0.0%-9.7%0.065%
4/28/2026 GM Advisory Group LLC240,580$12.19M0.5%-1.8%0.613%
4/28/2026 Koshinski Asset Management Inc.12,699$643K0.0%-5.5%0.032%
4/28/2026 Evolution Wealth Management Inc.909$46K0.0%-44.3%0.002%
4/27/2026 Capital Financial Group Inc. Co. ADV56,520$2.86M1.6%+1.0%0.144%
4/27/2026 Syntegra Private Wealth Group LLC21,873$1.11M0.1%-3.6%0.056%
4/27/2026 World Investment Advisors8,410$426K0.0%+3.7%0.021%
4/27/2026 Private Advisor Group LLC108,429$5.49M0.0%+5.9%0.276%
4/27/2026 Elevation Point Wealth Partners LLC37,852$1.92M0.0%+23.9%0.096%
4/25/2026 Patten Group Inc.12,522$634K0.1%+8.7%0.032%
4/24/2026 Stock Yards Bank & Trust Co.27,212$1.38M0.0%+6.4%0.070%
4/24/2026 True Blue Financial LLC269,428$13.65M10.8%+8.7%0.688%
4/24/2026 Wheelhouse Advisory Group LLC4,922$249K0.1%-5.0%0.013%
4/23/2026 Flagstar Advisors Inc.4,237$215K0.1%-9.0%0.011%
4/23/2026 Investment Planning Advisors Inc.76,795$3.89M1.1%+2.2%0.196%
4/23/2026 Etesian Wealth Advisors Inc.86,698$4.39M1.4%+4.1%0.221%
4/23/2026 Pinnacle Bancorp Inc.12,352$626K0.2%+268.5%0.032%
4/22/2026 Patriot Financial Group Insurance Agency LLC15,564$788K0.0%+100.0%0.040%
4/22/2026 Janney Montgomery Scott LLC468,362$23.73M0.1%+11.3%1.196%
4/21/2026 Foster & Motley Inc.127,437$6.46M0.3%+17.0%0.326%
4/20/2026 Auour Investments LLC6,772$343K0.1%-6.7%0.017%
4/20/2026 Hilton Head Capital Partners LLC12,822$650K0.4%-2.9%0.033%
4/20/2026 RFG Advisory LLC31,797$1.61M0.0%+24.1%0.081%
4/18/2026 EdgeRock Capital LLC76,362$3.87M1.0%+5.2%0.195%
4/17/2026 Total Clarity Wealth Management Inc.6,867$348K0.1%N/A0.018%
4/17/2026 High Net Worth Advisory Group LLC14,057$712K0.2%+39.8%0.036%
4/17/2026 Brookstone Capital Management16,800$851K0.0%+106.7%0.043%
4/15/2026 Brady Martz Wealth Solutions LLC100,042$5.07M0.9%-0.3%0.256%
3/17/2026Rockefeller Capital Management L.P.295,844$15.13M0.0%+16.2%0.782%
3/13/2026 World Investment Advisors8,108$415K0.0%-3.4%0.021%
3/10/2026Advisortrust Partners LLC4,441$227K0.1%N/A0.012%
3/4/2026Rehmann Capital Advisory Group6,917$354K0.0%+9.7%0.018%
2/27/2026 Arwa LLC13,045$667K0.4%N/A0.034%
2/18/2026Mercer Global Advisors Inc. ADV6,554$335K0.0%-4.0%0.017%
2/18/2026Beacon Pointe Advisors LLC5,433$278K0.0%-5.9%0.014%
2/18/2026NewEdge Advisors LLC405,841$20.75M0.1%+20.9%1.072%
2/18/2026Crusonia Wealth Advisors LLC5,391$276K0.1%N/A0.014%
2/18/2026Zacks Investment Management8,915$456K0.0%N/A0.024%
2/18/2026VestGen Advisors LLC5,934$303K0.0%-53.4%0.016%
2/18/2026OLD Mission Capital LLC29,007$1.48M0.0%+439.5%0.077%
2/18/2026IHT Wealth Management LLC13,233$677K0.0%+3.9%0.035%
2/17/2026Cetera Investment Advisers409,517$20.94M0.0%+2.6%1.082%
2/17/2026Equitable Holdings Inc.84,559$4.32M0.0%+3.4%0.223%
2/17/2026Regal Investment Advisors LLC5,571$285K0.0%-14.1%0.015%
2/17/2026Osaic Holdings Inc.798,348$40.83M0.1%-6.8%2.109%
2/17/2026Advisory Services Network LLC28,184$1.44M0.0%-1.5%0.074%
2/17/2026Tower Research Capital LLC TRC 29,034$1.49M0.0%N/A0.077%
2/17/2026 Private Advisor Group LLC102,380$5.24M0.0%-5.1%0.270%
2/17/2026&PARTNERS24,880$1.27M0.0%+76.2%0.066%
2/17/2026Royal Bank of Canada460,542$23.55M0.0%-17.6%1.217%
2/17/2026 Capital Financial Group Inc. Co. ADV55,950$2.86M1.6%N/A0.148%
2/16/2026 MML Investors Services LLC106,280$5.44M0.0%+39.0%0.281%
2/16/2026Mariner LLC68,701$3.51M0.0%-7.8%0.182%
2/16/2026Arax Advisory Partners66,383$3.40M0.1%N/A0.175%
2/13/2026 Kestra Advisory Services LLC144,685$7.40M0.0%-8.8%0.382%
2/13/2026Transamerica Financial Advisors LLC19,508$998K0.1%N/A0.052%
2/13/2026Visionary Wealth Advisors4,720$241K0.0%-85.8%0.012%
2/13/2026 GM Advisory Group LLC244,899$12.52M0.5%+12.1%0.647%
2/13/2026Stifel Financial Corp289,924$14.83M0.0%-0.4%0.766%
2/13/2026Morgan Stanley2,945,540$150.62M0.0%-0.7%7.782%
2/13/2026Arkadios Wealth Advisors20,721$1.06M0.0%-4.3%0.055%
2/13/2026First Trust Advisors LP13,940$713K0.0%+6.4%0.037%
2/13/2026Integrated Wealth Concepts LLC15,460$791K0.0%-17.9%0.041%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC14,498$741K0.0%N/A0.038%
2/13/2026Wells Fargo & Company MN2,398,698$122.66M0.0%-4.6%6.337%
2/13/2026Summit Financial LLC99,428$5.08M0.1%+1.5%0.263%
2/12/2026Jane Street Group LLC200,002$10.23M0.0%+329.6%0.528%
2/12/2026Orion Porfolio Solutions LLC11,867$607K0.0%+19.5%0.031%
2/12/2026Triumph Capital Management7,664$392K0.1%+56.0%0.020%
2/12/2026 Commonwealth Equity Services LLC350,316$17.91M0.0%-7.9%0.926%
2/12/2026StoneX Group Inc.5,618$287K0.0%+7.7%0.015%
2/12/2026 Elevation Point Wealth Partners LLC30,550$1.56M0.1%-9.9%0.081%
2/12/2026Steward Partners Investment Advisory LLC39,752$2.03M0.0%+17.1%0.105%
2/12/2026Ruggiero Investments Inc.7,534$385K0.3%N/A0.020%
2/12/2026Principal Securities Inc.36,822$1.88M0.0%+17.6%0.097%
2/12/2026Great Valley Advisor Group Inc.16,200$828K0.0%+5.0%0.043%
2/12/2026Advisory Resource Group8,231$421K0.1%-12.9%0.022%
2/11/2026Gateway Wealth Partners LLC49,379$2.53M0.3%+4.1%0.130%
2/11/2026 Janney Montgomery Scott LLC420,652$21.51M0.0%+12.6%1.111%
2/11/2026LPL Financial LLC2,308,525$118.05M0.0%+8.5%6.099%
2/11/2026JPMorgan Chase & Co.86,336$4.42M0.0%-9.1%0.228%
2/11/2026 Hilton Head Capital Partners LLC13,203$675K0.4%N/A0.035%
2/11/2026 Etesian Wealth Advisors Inc.83,274$4.26M1.3%+2.4%0.220%
2/11/2026Prestige Wealth Management Group LLC74,006$3.78M0.7%-14.8%0.196%
2/11/2026 Clarity Capital Advisors LLC3,997$204K0.1%N/A0.011%


FMB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMB shares?

During the previous two years, 380 institutional investors and hedge funds held shares of First Trust Managed Municipal ETF. The most heavily invested institutionals were Morgan Stanley ($150.62M), Wells Fargo & Company MN ($122.66M), LPL Financial LLC ($118.05M), UBS Group AG ($93.93M), Bank of America Corp DE ($88.33M), Composition Wealth LLC ($59.47M), and Raymond James Financial Inc. ($58.16M).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 310 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 ($1.00M), Miracle Mile Advisors LLC ($590.45K), LPL Financial LLC ($421.78K), Independent Advisor Alliance ($290.71K), NewEdge Advisors LLC ($285.89K), and Larson Financial Group LLC ($266.96K).

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

Institutional investors have bought a total of 4,919,239 shares in the last 24 months. This purchase volume represents approximately $249.26M in transactions.

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

Of the 191 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: Avantax Advisory Services Inc. ($492.28K), Creative Planning ($334.11K), JPMorgan Chase & Co. ($276.52K), Verus Capital Partners LLC ($163.38K), ERn Financial LLC ($123.69K), NewEdge Advisors LLC ($119.94K), and Wells Fargo & Company MN ($116.08K).

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

Institutional investors have sold a total of 4,033,346 shares in the last 24 months. This volume of shares sold represents approximately $202.92M in transactions.


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This page (NASDAQ:FMB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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