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First Trust Managed Municipal ETF (FMB) Institutional Ownership

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$50.94
-0.02 (-0.04%)
(As of 04/18/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Managed Municipal ETF (NASDAQ:FMB)

Number of
Institutional Buyers
(last 12 months)
231
Total
Institutional Inflows
(last 12 months)
$391.63M
Number of
Institutional Sellers
(last 12 months)
181
Total
Institutional Outflows
(last 12 months)
$245.97M
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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
4/18/2024Financial Strategies Group Inc.13,289$679K0.2%+75.4%0.035%
4/18/2024Iams Wealth Management LLC4,412$227K0.1%N/A0.011%
4/18/2024Main Line Retirement Advisors LLC62,627$3.22M2.5%+6.6%0.163%
4/18/2024Congress Wealth Management LLC DE 693,046$35.60M0.6%+2.7%1.800%
4/18/2024Miracle Mile Advisors LLC417,191$21.43M0.5%-6.1%1.084%
4/18/2024Kowal Investment Group LLC221,192$11.36M2.5%+0.9%0.575%
4/18/2024SteelPeak Wealth LLC4,258$219K0.0%-90.4%0.011%
4/16/2024Occidental Asset Management LLC11,002$565K0.1%+28.9%0.029%
4/16/2024Wealth Enhancement Advisory Services LLC37,902$1.95M0.0%-4.1%0.098%
4/16/2024ERn Financial LLC249,260$12.80M2.2%+0.3%0.647%
4/16/2024PFS Partners LLC10,077$518K0.3%+3,947.0%0.026%
4/16/2024Arkansas Financial Group Inc.120,966$6.21M1.1%+3.0%0.314%
4/15/2024Bowman & Co S.C.8,560$440K0.3%+12.2%0.022%
4/15/2024GoalVest Advisory LLC3,506$180K0.1%N/A0.009%
4/15/2024Hobart Private Capital LLC11,761$604K0.2%+23.0%0.031%
4/15/2024RMR Wealth Builders239,188$12.29M1.5%+23.2%0.621%
4/15/2024Flagstar Advisors Inc.40,110$2.06M0.6%-12.6%0.104%
4/15/2024Cooksen Wealth LLC6,334$325K0.3%+33.8%0.016%
4/15/2024Etesian Wealth Advisors Inc.89,661$4.61M2.6%+0.7%0.233%
4/13/2024 Inspirion Wealth Advisors LLC59,746$3.07M0.5%-1.1%0.155%
4/12/2024 Southland Equity Partners LLC33,830$1.74M0.5%+25.6%0.088%
4/11/2024 Security Financial Services INC.9,023$463K0.1%+11.9%0.023%
4/11/2024 Murphy Middleton Hinkle & Parker Inc.18,400$945K0.6%-2.9%0.048%
4/11/2024 &PARTNERS19,971$1.02M0.1%-9.0%0.052%
4/11/2024 GSG Advisors LLC20,286$1.04M0.4%+38.2%0.053%
4/11/2024 Sebold Capital Management Inc.34,556$1.78M1.2%+2.4%0.090%
4/11/2024 RFG Advisory LLC192,325$9.88M0.3%-1.2%0.500%
4/10/2024 Fragasso Group Inc.8,900$457K0.0%+48.3%0.023%
4/10/2024 Weitzel Financial Services Inc.48,742$2.50M1.2%+5.1%0.127%
4/10/2024 TL Private Wealth16,052$820K0.4%-19.4%0.042%
4/5/2024 NBC Securities Inc.1,598$82K0.0%-37.9%0.004%
4/5/2024 Insight Wealth Strategies LLC33,445$1.72M0.3%+3.4%0.087%
4/4/2024 Advance Capital Management Inc.78,292$4.02M0.3%-1.1%0.205%
3/22/2024PNC Financial Services Group Inc.556$29K0.0%-77.6%0.001%
3/22/2024Cooksen Wealth LLC4,734$245K0.3%N/A0.012%
3/19/2024Warren Street Wealth Advisors LLC15,312$791K0.4%-11.1%0.040%
3/13/2024MONECO Advisors LLC17,500$904K0.2%+8.2%0.046%
3/8/2024ICA Group Wealth Management LLC5,599$289K0.1%-45.8%0.015%
3/1/2024Pineridge Advisors LLC10,341$534K0.2%N/A0.027%
2/23/2024Arkansas Financial Group Inc.117,386$6.07M1.1%-6.6%0.307%
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2/23/2024Beacon Financial Group19,363$1M0.1%-6.3%0.051%
2/22/2024Peterson Wealth Management9,007$465K0.4%-58.7%0.024%
2/16/2024Harbour Investments Inc.20,541$1.06M0.0%+2.4%0.054%
2/16/2024O Dell Group LLC3,487$180K0.0%N/A0.009%
2/15/2024Virtue Capital Management LLC16,106$831K0.2%+25.2%0.042%
2/15/2024 Weitzel Financial Services Inc.46,359$2.39M1.3%-8.9%0.121%
2/15/2024Modern Wealth Management LLC33,839$1.75M0.2%N/A0.088%
2/15/2024Financial Planning & Information Services Inc.257,325$13.30M2.1%-9.4%0.673%
2/15/2024Freedom Investment Management Inc.32,076$1.66M0.1%N/A0.084%
2/15/2024Baird Financial Group Inc.35,726$1.85M0.0%-4.2%0.093%
2/15/2024Comerica Bank47,896$2.48M0.0%+26.5%0.125%
2/14/2024Royal Bank of Canada584,390$30.19M0.0%+4.0%1.528%
2/14/2024Kestra Advisory Services LLC256,050$13.23M0.1%-4.3%0.669%
2/14/2024Creative Planning25,895$1.34M0.0%-32.5%0.068%
2/14/2024Icon Wealth Advisors LLC4,854$251K0.0%N/A0.013%
2/14/2024MGO One Seven LLC92,033$4.76M0.3%+7.4%0.241%
2/14/2024Visionary Wealth Advisors45,028$2.33M0.2%-5.5%0.118%
2/14/2024Cresset Asset Management LLC4,052$209K0.0%N/A0.011%
2/14/2024Regal Investment Advisors LLC8,466$437K0.0%-17.0%0.022%
2/14/2024XML Financial LLC46,573$2.41M0.3%+0.9%0.122%
2/14/2024Traction Financial Partners LLC13,104$677K0.5%N/A0.034%
2/14/2024Vantage Financial Partners Ltd. Inc.142,223$7.35M2.2%N/A0.372%
2/13/2024Envestnet Asset Management Inc.316,940$16.38M0.0%+3.5%0.829%
2/13/2024Cetera Advisor Networks LLC141,662$7.32M0.0%+109.4%0.370%
2/13/2024Belpointe Asset Management LLC7,539$389K0.0%N/A0.020%
2/13/2024CWA Asset Management Group LLC337,265$17.43M1.2%+23.7%0.882%
2/13/2024Jones Financial Companies Lllp1,008$52K0.0%N/A0.003%
2/12/2024GM Advisory Group LLC133,320$6.89M0.5%+7.1%0.349%
2/12/2024Condor Capital Management15,316$791K0.1%N/A0.040%
2/12/2024Avestar Capital LLC24,870$1.29M0.1%+17.7%0.065%
2/12/2024Stifel Financial Corp250,307$12.93M0.0%+14.5%0.654%
2/12/2024Steward Partners Investment Advisory LLC52,882$2.73M0.0%-17.4%0.138%
2/12/2024Pine Valley Investments Ltd Liability Co52,068$2.69M0.2%-6.7%0.136%
2/12/2024Alta Wealth Advisors LLC17,871$923K0.5%-59.6%0.047%
2/9/2024Congress Wealth Management LLC DE 675,130$34.88M0.6%-1.2%1.765%
2/9/2024Advisory Services Network LLC22,530$1.16M0.0%+4.3%0.059%
2/9/2024HCR Wealth Advisors8,344$431K0.1%+85.4%0.022%
2/9/2024Orion Portfolio Solutions LLC35,638$1.84M0.0%+32.9%0.093%
2/9/2024Avantax Planning Partners Inc.1,028,945$53.16M2.0%+13.4%2.690%
2/9/2024US Bancorp DE6,385$330K0.0%-9.6%0.017%
2/9/2024Cambridge Investment Research Advisors Inc.114,242$5.90M0.0%-0.6%0.299%
2/9/2024Tidemark LLC1,464$76K0.0%N/A0.004%
2/9/2024Journey Strategic Wealth LLC66,927$3.46M0.2%+15.7%0.175%
2/9/2024Keystone Financial Group31,097$1.61M0.3%+17.2%0.081%
2/9/2024D.A. Davidson & CO.48,131$2.49M0.0%-15.8%0.126%
2/9/2024Wells Fargo & Company MN2,042,465$105.52M0.0%+14.0%5.340%
2/9/2024Paragon Private Wealth Management LLC21,347$1.10M0.8%-18.7%0.056%
2/9/2024Gladstone Institutional Advisory LLC9,839$508K0.0%-8.6%0.026%
2/9/2024Motco206,139$10.65M0.7%-7.8%0.539%
2/9/2024UBS Group AG1,766,045$91.24M0.0%-21.5%4.617%
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2/9/2024PNC Financial Services Group Inc.556$29K0.0%-77.6%0.001%
2/8/2024Prestige Wealth Management Group LLC68,534$3.54M0.8%+5.7%0.179%
2/8/2024Level Four Advisory Services LLC20,155$1.04M0.1%-9.1%0.053%
2/8/2024BCGM Wealth Management LLC98,973$5.11M2.1%-9.3%0.259%
2/8/2024Financial Advocates Investment Management105,830$5.47M0.4%-5.2%0.277%
2/8/2024First Heartland Consultants Inc.88,494$4.57M0.6%+16.0%0.231%
2/8/2024Kingsview Wealth Management LLC8,130$420K0.0%-3.6%0.021%
2/8/2024Meridian Wealth Management LLC7,843$405K0.0%-46.7%0.021%
2/8/2024Fairhaven Wealth Management LLC6,000$310K0.1%N/A0.016%
2/8/2024Foundations Investment Advisors LLC9,186$475K0.0%N/A0.024%
(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, 379 institutional investors and hedge funds held shares of First Trust Managed Municipal ETF. The most heavily invested institutionals were LPL Financial LLC ($113.00M), Wells Fargo & Company MN ($105.52M), Morgan Stanley ($103.22M), UBS Group AG ($91.24M), Bank of America Corp DE ($82.33M), Avantax Planning Partners Inc. ($53.16M), and Sequoia Financial Advisors LLC ($46.68M).Learn more on FMB's institutional investors.

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

Of the 336 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: Avantax Planning Partners Inc. ($1.36M), UBS Group AG ($1.25M), Jane Street Group LLC ($1.18M), Sequoia Financial Advisors LLC ($1.02M), Miracle Mile Advisors LLC ($583.96K), Congress Wealth Management LLC DE ($523.27K), and Wells Fargo & Company MN ($478.67K).

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

Institutional investors have bought a total of 19,223,153 shares in the last 24 months. This purchase volume represents approximately $1.70B in transactions.

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

Of the 254 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: UBS Group AG ($1.35M), CWA Asset Management Group LLC ($1.11M), Congress Wealth Management LLC DE ($842.24K), Miracle Mile Advisors LLC ($466.02K), Avantax Planning Partners Inc. ($437.14K), Bank of America Corp DE ($424.34K), and Jane Street Group LLC ($418.52K).

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

Institutional investors have sold a total of 14,058,021 shares in the last 24 months. This volume of shares sold represents approximately $1.25B in transactions.


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This page (NASDAQ:FMB) was last updated on 4/18/2024 by MarketBeat.com Staff

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