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First Trust Managed Municipal ETF (FMB) Institutional Ownership

First Trust Managed Municipal ETF logo
$48.33 +0.28 (+0.58%)
Closing price 04:00 PM Eastern
Extended Trading
$48.32 0.00 (-0.01%)
As of 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for First Trust Managed Municipal ETF (NASDAQ:FMB)

Number of
Institutional Buyers
(last 12 months)
184
Total
Institutional Inflows
(last 12 months)
$204.22M
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$95.52M
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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
10/13/2026TL Private Wealth6,953$334K0.1%-61.3%0.017%
10/13/2026Cooksen Wealth LLC6,840$328K0.2%-9.6%0.017%
10/10/2026Friday Financial37,373$1.80M0.4%+4.2%0.093%
10/9/2026Insight Wealth Strategies LLC28,905$1.38M0.1%+3.4%0.072%
10/9/2026First Heartland Consultants Inc.177,140$8.48M0.6%N/A0.441%
10/8/2026Financial Enhancement Group LLC10,095$482K0.1%+14.7%0.025%
10/8/2026Farther Finance Advisors LLC6,022$288K0.0%-23.5%0.015%
10/8/2026CoreCap Advisors LLC8,826$422K0.0%+11.9%0.022%
10/7/2026Legacy Solutions LLC33,003$1.58M1.2%+1.9%0.081%
10/6/2026Legacy Private Trust Co.6,426$308K0.0%-36.4%0.016%
9/23/2026Envestnet Portfolio Solutions Inc.41,658$2.14M0.0%+19.2%0.102%
9/23/2026Envestnet Asset Management Inc.345,208$17.73M0.0%+6.6%0.847%
9/9/2026Sequoia Financial Advisors LLC134,195$6.89M0.0%-4.9%0.329%
9/9/2026Integrated Wealth Concepts LLC46,527$2.39M0.0%+124.7%0.114%
9/9/2026RFG Advisory LLC41,784$2.15M0.0%+31.4%0.102%
9/9/2026NewEdge Advisors LLC497,684$25.57M0.1%+16.1%1.220%
9/9/2026Hedeker Wealth LLC56,785$2.92M0.6%-9.4%0.139%
9/9/2026IFP Advisors Inc22,742$1.17M0.0%-4.9%0.056%
9/9/2026Baird Financial Group Inc.44,983$2.31M0.0%-8.3%0.110%
9/8/2026Allworth Financial LP95,493$4.91M0.0%+7.5%0.234%
9/8/2026Waverly Advisors LLC63,752$3.28M0.0%+0.4%0.156%
9/2/2026Citadel Advisors LLC44,542$2.29M0.0%-27.4%0.109%
8/23/2026Ameritas Advisory Services LLC16,862$866K0.0%+32.8%0.041%
8/23/2026Kintra Wealth LLC18,958$962K0.1%+1.2%0.046%
8/23/2026Nilsine Partners LLC9,386$482K0.0%-6.1%0.023%
8/22/2026Old Mission Investment Co LLC10,079$518K0.1%N/A0.025%
8/22/2026Wheelhouse Advisory Group LLC4,045$208K0.1%-17.8%0.010%
8/22/2026Concurrent Investment Advisors LLC24,779$1.27M0.0%-1.9%0.061%
8/21/2026High Net Worth Advisory Group LLC15,215$782K0.2%+8.2%0.037%
8/21/2026Continuum Advisory LLC566$29K0.0%N/A0.001%
8/21/2026Triumph Capital Management11,344$583K0.1%-2.2%0.028%
8/20/2026Rehmann Capital Advisory Group8,312$427K0.0%-6.7%0.020%
7/10/2026Insight Wealth Strategies LLC27,942$1.44M0.1%+6.9%0.070%
7/10/2026Heck Capital Advisors LLC42,983$2.21M0.1%+0.8%0.108%
7/9/2026Friday Financial35,854$1.84M0.5%+14.1%0.090%
7/9/2026TL Private Wealth17,973$922K0.3%+28.8%0.045%
7/8/2026First Heartland Consultants Inc.158,769$8.16M0.5%+9.4%0.397%
7/8/2026White Wing Wealth Management13,909$714K0.4%N/A0.034%
7/7/2026Dynamic Advisor Solutions LLC32,021$1.65M0.0%-0.8%0.080%
7/7/2026Inspirion Wealth Advisors LLC51,538$2.65M0.3%-0.8%0.129%
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7/7/2026Legacy Solutions LLC32,379$1.66M1.3%+2.2%0.081%
7/7/2026CoreCap Advisors LLC7,886$405K0.0%+49.3%0.020%
7/6/2026Hobart Private Capital LLC25,901$1.33M0.2%+26.6%0.065%
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%
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%
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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%


FMB Institutional Ownership - Frequently Asked Questions

During the previous two years, 370 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 301 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), LPL Financial LLC ($421.78K), Miracle Mile Advisors LLC ($407.77K), NewEdge Advisors LLC ($310.97K), Independent Advisor Alliance ($290.71K), and CWA Asset Management Group LLC ($251.88K).

Institutional investors have bought a total of 4,021,159 shares in the last 24 months. This purchase volume represents approximately $204.22M in transactions.

Of the 149 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), Verus Capital Partners LLC ($100.98K), NewEdge Advisors LLC ($97.40K), Sequoia Financial Advisors LLC ($93.17K), CWA Asset Management Group LLC ($80.65K), and Frisch Financial Group Inc. ($76.25K).

Institutional investors have sold a total of 1,876,931 shares in the last 24 months. This volume of shares sold represents approximately $95.52M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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