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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$50.64 -0.08 (-0.16%)
As of 09:54 AM 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)
188
Total
Institutional Inflows
(last 12 months)
$191.45M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$107.42M
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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
7/10/2026 Insight Wealth Strategies LLC27,942$1.44M0.1%+6.9%0.070%
7/10/2026 Heck Capital Advisors LLC42,983$2.21M0.1%+0.8%0.108%
7/9/2026 Friday Financial35,854$1.84M0.5%+14.1%0.090%
7/9/2026 TL Private Wealth17,973$922K0.3%+28.8%0.045%
7/8/2026 First Heartland Consultants Inc.158,769$8.16M0.5%+9.4%0.397%
7/8/2026 White Wing Wealth Management13,909$714K0.4%N/A0.035%
7/7/2026 Dynamic Advisor Solutions LLC32,021$1.65M0.0%-0.8%0.080%
7/7/2026 Inspirion Wealth Advisors LLC51,538$2.65M0.3%-0.8%0.129%
7/7/2026 Legacy Solutions LLC32,379$1.66M1.3%+2.2%0.081%
7/7/2026 CoreCap Advisors LLC7,886$405K0.0%+49.3%0.020%
7/6/2026 Hobart Private Capital LLC25,901$1.33M0.2%+26.6%0.065%
6/8/2026 Pine Valley Investments Ltd Liability Co51,661$2.62M0.1%+6.2%0.131%
6/3/2026 NewEdge Advisors LLC428,809$21.72M0.1%+5.7%1.090%
5/22/2026 Verus 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%
5/19/2026 Cornerstone Wealth LLC TN7,515$385K0.2%N/A0.019%
5/19/2026 NewEdge 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%
5/19/2026 Arkadios Wealth Advisors24,034$1.22M0.0%+16.0%0.061%
5/18/2026Royal Bank of Canada416,337$21.09M0.0%-9.6%1.058%
5/16/2026 IMG Wealth Management Inc.2,531$128K0.1%+96.2%0.006%
5/16/2026Quantinno Capital Management LP4,683$237K0.0%N/A0.012%
5/15/2026 Gateway Wealth Partners LLC97,524$4.94M0.2%+97.5%0.248%
5/15/2026 Cypress 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%
5/13/2026 Cetera 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%
5/13/2026 Clearwater Capital Advisors LLC54,627$2.77M0.2%-1.1%0.139%
5/13/2026 First 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%
5/6/2026 Frazier Financial Advisors LLC609$31K0.0%N/A0.002%
5/5/2026 BCGM Wealth Management LLC138,020$6.99M1.8%+13.4%0.351%
5/5/2026 D.A. Davidson & CO.37,926$1.92M0.0%+7.9%0.096%
5/5/2026 Bank of New York Mellon Corp185,709$9.41M0.0%-0.2%0.472%
5/5/2026 Blackhawk Capital Partners LLC114,133$5.78M2.1%+53.1%0.290%
5/5/2026 Geneos 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%
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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%
4/29/2026Advance 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%
4/28/2026GM 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%
4/27/2026World 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%
4/24/2026Stock 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%
3/13/2026World Investment Advisors8,108$415K0.0%-3.4%0.021%
3/10/2026 Advisortrust 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%
2/18/2026 Mercer Global Advisors Inc. ADV6,554$335K0.0%-4.0%0.017%
2/18/2026Beacon Pointe Advisors LLC5,433$278K0.0%-5.9%0.014%
2/18/2026 NewEdge Advisors LLC405,841$20.75M0.1%+20.9%1.072%
2/18/2026 Crusonia Wealth Advisors LLC5,391$276K0.1%N/A0.014%
2/18/2026Zacks Investment Management8,915$456K0.0%N/A0.024%
2/18/2026 VestGen Advisors LLC5,934$303K0.0%-53.4%0.016%
2/18/2026OLD Mission Capital LLC29,007$1.48M0.0%+439.5%0.077%
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2/18/2026IHT Wealth Management LLC13,233$677K0.0%+3.9%0.035%
2/17/2026 Cetera 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%
2/17/2026 Advisory Services Network LLC28,184$1.44M0.0%-1.5%0.074%
2/17/2026 Tower 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%


FMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 368 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 298 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 ($516.77K), LPL Financial LLC ($421.78K), NewEdge Advisors LLC ($308.86K), Independent Advisor Alliance ($290.71K), and CWA Asset Management Group LLC ($251.88K).

Institutional investors have bought a total of 3,762,036 shares in the last 24 months. This purchase volume represents approximately $191.45M in transactions.

Of the 148 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: Royal Bank of Canada ($142.60K), Wells Fargo & Company MN ($116.08K), Bank of America Corp DE ($113.18K), Verus Capital Partners LLC ($100.98K), Osaic Holdings Inc. ($100.33K), NewEdge Advisors LLC ($97.40K), and Sequoia Financial Advisors LLC ($86.24K).

Institutional investors have sold a total of 2,115,051 shares in the last 24 months. This volume of shares sold represents approximately $107.42M in transactions.


Related Companies

Institutional ownership data for NASDAQ:FMB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/10/2026. New 13F filings are added each quarter as they're published.
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