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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$51.45 +0.02 (+0.04%)
As of 07/2/2026 03:59 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for First Trust Managed Municipal ETF (NASDAQ:FMB)

Number of
Institutional Buyers
(last 12 months)
206
Total
Institutional Inflows
(last 12 months)
$221.46M
Number of
Institutional Sellers
(last 12 months)
175
Total
Institutional Outflows
(last 12 months)
$204.11M
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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
6/8/2026Pine Valley Investments Ltd Liability Co51,661$2.62M0.1%+6.2%0.131%
6/3/2026NewEdge Advisors LLC428,809$21.72M0.1%+5.7%1.090%
5/22/2026Verus Capital Partners LLC30,702$1.56M0.1%-1.4%0.078%
5/19/2026Western Wealth Management LLC43,971$2.23M0.1%+9.8%0.112%
5/19/2026Cornerstone Wealth LLC TN7,515$385K0.2%N/A0.019%
5/19/2026NewEdge Advisors LLC348,652$17.66M0.3%-14.1%0.886%
5/19/2026Bank of America Corp DE2,046,794$103.69M0.0%+12.2%5.202%
5/19/2026Arkadios Wealth Advisors24,034$1.22M0.0%+16.0%0.061%
5/18/2026Royal Bank of Canada416,337$21.09M0.0%-9.6%1.058%
5/16/2026IMG Wealth Management Inc.2,531$128K0.1%+96.2%0.006%
5/16/2026Quantinno Capital Management LP4,683$237K0.0%N/A0.012%
5/15/2026Gateway Wealth Partners LLC97,524$4.94M0.2%+97.5%0.248%
5/15/2026Cypress Capital Group14,850$752K0.1%-37.7%0.038%
5/15/2026Waverly Advisors LLC63,519$3.22M0.0%+35.0%0.161%
5/14/2026Modern Wealth Management LLC11,124$565K0.0%-37.5%0.028%
5/13/2026Cetera Investment Advisers418,100$21.18M0.0%+2.1%1.063%
5/13/2026Prestige Wealth Management Group LLC83,712$4.24M0.8%+13.1%0.213%
5/13/2026Clearwater Capital Advisors LLC54,627$2.77M0.2%-1.1%0.139%
5/13/2026First Trust Advisors LP13,076$662K0.0%-6.2%0.033%
5/7/2026Legacy Wealth Managment LLC ID1,374$70K0.0%+339.0%0.003%
5/6/2026Frisch Financial Group Inc.220,140$11.15M2.3%-25.7%0.559%
5/6/2026Frazier Financial Advisors LLC609$31K0.0%N/A0.002%
5/5/2026BCGM Wealth Management LLC138,020$6.99M1.8%+13.4%0.351%
5/5/2026D.A. Davidson & CO.37,926$1.92M0.0%+7.9%0.096%
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%
5/5/2026Sigma Planning Corp31,681$1.61M0.0%-1.5%0.081%
5/5/2026Avantax Planning Partners Inc.842,907$42.70M1.2%-1.3%2.142%
5/4/2026HBW Advisory Services LLC4,537$230K0.0%-27.2%0.012%
5/1/2026Fifth Third Bancorp86,924$4.40M0.0%+3,413.5%0.221%
5/1/2026Sovran Advisors LLC9,340$477K0.0%+9.1%0.024%
5/1/2026Sequoia Financial Advisors LLC141,120$7.15M0.0%-9.1%0.359%
4/30/2026Kestra Advisory Services LLC151,964$7.70M0.0%+5.0%0.386%
4/30/2026Cooksen Wealth LLC7,332$371K0.3%-40.9%0.019%
4/30/2026Weitzel Financial Services Inc.36,730$1.86M0.7%-2.4%0.093%
4/29/2026Advance Capital Management Inc.82,571$4.18M0.2%+27.7%0.210%
4/28/2026Ascentis Independent Advisors1,041$53K0.0%N/A0.003%
4/28/2026Stephens Inc. AR25,386$1.29M0.0%-9.7%0.065%
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4/28/2026GM Advisory Group LLC240,580$12.19M0.5%-1.8%0.613%
4/28/2026Koshinski Asset Management Inc.12,699$643K0.0%-5.5%0.032%
4/28/2026Evolution Wealth Management Inc.909$46K0.0%-44.3%0.002%
4/27/2026Capital Financial Group Inc. Co. ADV56,520$2.86M1.6%+1.0%0.144%
4/27/2026Syntegra Private Wealth Group LLC21,873$1.11M0.1%-3.6%0.056%
4/27/2026World Investment Advisors8,410$426K0.0%+3.7%0.021%
4/27/2026Private Advisor Group LLC108,429$5.49M0.0%+5.9%0.276%
4/27/2026Elevation Point Wealth Partners LLC37,852$1.92M0.0%+23.9%0.096%
4/25/2026Patten Group Inc.12,522$634K0.1%+8.7%0.032%
4/24/2026Stock Yards Bank & Trust Co.27,212$1.38M0.0%+6.4%0.070%
4/24/2026True Blue Financial LLC269,428$13.65M10.8%+8.7%0.688%
4/24/2026Wheelhouse Advisory Group LLC4,922$249K0.1%-5.0%0.013%
4/23/2026Flagstar Advisors Inc.4,237$215K0.1%-9.0%0.011%
4/23/2026Investment Planning Advisors Inc.76,795$3.89M1.1%+2.2%0.196%
4/23/2026Etesian Wealth Advisors Inc.86,698$4.39M1.4%+4.1%0.221%
4/23/2026Pinnacle Bancorp Inc.12,352$626K0.2%+268.5%0.032%
4/22/2026Patriot Financial Group Insurance Agency LLC15,564$788K0.0%+100.0%0.040%
4/22/2026Janney Montgomery Scott LLC468,362$23.73M0.1%+11.3%1.196%
4/21/2026Foster & Motley Inc.127,437$6.46M0.3%+17.0%0.326%
4/20/2026Auour Investments LLC6,772$343K0.1%-6.7%0.017%
4/20/2026Hilton Head Capital Partners LLC12,822$650K0.4%-2.9%0.033%
4/20/2026RFG Advisory LLC31,797$1.61M0.0%+24.1%0.081%
4/18/2026EdgeRock Capital LLC76,362$3.87M1.0%+5.2%0.195%
4/17/2026Total Clarity Wealth Management Inc.6,867$348K0.1%N/A0.018%
4/17/2026High Net Worth Advisory Group LLC14,057$712K0.2%+39.8%0.036%
4/17/2026Brookstone Capital Management16,800$851K0.0%+106.7%0.043%
4/15/2026Brady 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%
3/13/2026World 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%
2/27/2026Arwa 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%
2/17/2026Private 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%
2/17/2026Capital Financial Group Inc. Co. ADV55,950$2.86M1.6%N/A0.148%
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2/16/2026MML 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%
2/13/2026Kestra 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%
2/13/2026GM 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%


FMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 379 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), Bank of America Corp DE ($103.69M), UBS Group AG ($93.93M), Composition Wealth LLC ($59.47M), and Raymond James Financial Inc. ($58.16M).Learn more on First Trust Managed Municipal ETF's institutional investors.

Of the 311 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 ($706.52K), Miracle Mile Advisors LLC ($590.45K), LPL Financial LLC ($421.78K), NewEdge Advisors LLC ($308.86K), Independent Advisor Alliance ($290.71K), and Larson Financial Group LLC ($266.96K).

Institutional investors have bought a total of 4,365,854 shares in the last 24 months. This purchase volume represents approximately $221.46M in transactions.

Of the 175 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), NewEdge Advisors LLC ($177.13K), Verus Capital Partners LLC ($163.82K), Royal Bank of Canada ($142.60K), and ERn Financial LLC ($123.69K).

Institutional investors have sold a total of 4,055,932 shares in the last 24 months. This volume of shares sold represents approximately $204.11M in transactions.


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This page (NASDAQ:FMB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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