First Trust Managed MunicipaFMBETF
13F holders, Q2 2026 (June 30)307holders +9
28new positions
15sold out
1famous investor
$51.36avg. 13F price*
At the end of Q2 2026, 307 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 9 from Q1 2026. 28 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($179.6M), LPL Financial LLC ($124.5M) and Wells Fargo & Company ($109.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Managed Municipa
- CUSIP
- 33739N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $37.3M |
| Exits | 15 | $16.0M |
All 13F filers, Q1 2026 → Q2 2026: 2,026,879 shares bought and 1,092,120 shares sold, net +934,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| Morgan Stanley | 0.01% | Add +4.7% | 3,496,125 | $179.6M |
| LPL Financial LLC | 0.03% | Add +4.1% | 2,423,152 | $124.5M |
| Wells Fargo & Company | 0.02% | Reduce -12.4% | 2,127,424 | $109.3M |
| Bank of America Corp. | 0.01% | Add +1.5% | 2,078,113 | $106.7M |
| UBS Group AG | 0.02% | Reduce -0.7% | 1,891,649 | $97.2M |
| Raymond James Financial Inc. | 0.02% | Add +2.6% | 1,256,709 | $64.6M |
| Osaic Holdings, Inc. | 0.06% | Add +16.0% | 911,907 | $46.8M |
| Avantax Planning Partners, Inc. | 1.07% | Reduce -0.7% | 837,252 | $43.0M |
| OneDigital Investment Advisors LLC | 0.34% | Add +5.1% | 782,447 | $40.2M |
| Janney Montgomery Scott LLC | 0.05% | Add +11.0% | 519,985 | $26.7M |
| NewEdge Advisors, LLC | 0.08% | Add +16.1% | 497,684 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 443,110 | $22.8M |
| Truist Financial Corp. | 0.03% | Reduce -0.4% | 428,848 | $22.0M |
| Cetera Investment Advisers | 0.02% | Reduce -5.1% | 396,678 | $20.4M |
| RMR Wealth Builders | 1.12% | Add +5.6% | 351,741 | $18.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.4% | 349,602 | $18.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.6% | 345,208 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.3% | 331,431 | $17.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.8% | 323,763 | $16.6M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 298,518 | $15.3M |
| True Blue Financial, LLC | 6.11% | Add +4.7% | 281,978 | $14.5M |
| Jones Financial Companies LLLP | 0.01% | Add +22.4% | 273,980 | $14.1M |
| Composition Wealth, LLC | 0.15% | Reduce -1.0% | 251,295 | $12.9M |
| Wealthspire Advisors, LLC | 0.07% | New | 245,248 | $12.6M |
| Frisch Financial Group, Inc. | 2.01% | Add +3.7% | 228,347 | $11.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.2% | 209,609 | $10.8M |
| Thrivent Financial for Lutherans | 0.02% | Add +17.4% | 186,856 | $9.6M |
| Motco | 0.81% | No change | 185,023 | $9.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.8% | 184,281 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 179,008 | $9.2M |
| Vise Technologies, Inc. | 0.10% | New | 169,893 | $8.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +7.9% | 164,013 | $8.4M |
| First Heartland Consultants, Inc. | 0.53% | Add +9.4% | 158,769 | $8.2M |
| ERn Financial, LLC | 1.30% | Add +0.3% | 152,769 | $7.8M |
| Foster & Motley Inc. | 0.36% | Add +19.6% | 152,469 | $7.8M |
| BCGM Wealth Management, LLC | 1.61% | Add +7.1% | 147,834 | $7.6M |
| Citigroup Inc. | 0.00% | Reduce -2.6% | 147,830 | $7.6M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -0.8% | 134,362 | $6.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -4.9% | 134,195 | $6.9M |
| HighPoint Advisor Group LLC | 0.24% | Reduce -2.6% | 130,420 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +35.0% | 127,378 | $6.5M |
| CWA Asset Management Group, LLC | 0.20% | Add +0.3% | 127,174 | $6.5M |
| Blackhawk Capital Partners, LLC | 1.95% | Add +1.6% | 115,918 | $6.0M |
| MML Investors Services, LLC | 0.01% | Add +22.3% | 113,429 | $5.8M |
| Arax Advisory Partners | 0.04% | Add +50.1% | 111,229 | $5.7M |
| Logan Stone Capital, LLC | 1.18% | Add +153.0% | 109,061 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.3% | 108,351 | $5.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.8% | 105,378 | $5.4M |
| Sanctuary Advisors, LLC | 0.02% | Add +0.9% | 104,206 | $5.4M |
| Mgo One Seven LLC | 0.09% | Add +3.5% | 100,177 | $5.1M |
| Brady Martz Wealth Solutions, LLC | 0.76% | Reduce -2.5% | 97,549 | $5.0M |
| Equitable Holdings, Inc. | 0.03% | Add +2.9% | 96,313 | $4.9M |
| Allworth Financial LP | 0.02% | Add +7.5% | 95,493 | $4.9M |
| Advance Capital Management, Inc. | 0.15% | Add +10.8% | 91,522 | $4.7M |
| Country Trust Bank | 0.08% | Add +3.8% | 88,133 | $4.5M |
| FSB Premier Wealth Management, Inc. | 1.26% | Reduce -0.1% | 87,089 | $4.5M |
| Magnus Financial Group LLC | 0.31% | Add +2.3% | 85,923 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.30% | Reduce -1.3% | 85,581 | $4.4M |
| Prestige Wealth Management Group LLC | 0.77% | Reduce -0.8% | 83,002 | $4.3M |
| Fifth Third Bancorp | 0.01% | Reduce -7.2% | 80,705 | $4.1M |
| Uniting Wealth Partners, LLC | 0.81% | Add +3.9% | 77,578 | $4.0M |
| Investment Planning Advisors, Inc. | 0.92% | Add +1.0% | 77,540 | $4.0M |
| Landmark Wealth Management, LLC | 0.88% | Add +8.1% | 71,872 | $3.7M |
| Westside Investment Management, Inc. | 0.48% | Reduce -2.8% | 70,950 | $3.6M |
| EdgeRock Capital LLC | 0.80% | Reduce -9.7% | 68,971 | $3.5M |
| Mariner, LLC | 0.00% | Add +1.6% | 68,562 | $3.5M |
| Gateway Wealth Partners, LLC | 0.21% | Reduce -30.2% | 68,048 | $3.5M |
| Mutual Advisors, LLC | 0.07% | Add +2.1% | 67,769 | $3.5M |
| ABLE Financial Group, LLC | 0.56% | Add +26.3% | 64,829 | $3.3M |
| Seascape Capital Management | 0.79% | No change | 64,250 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.4% | 63,752 | $3.3M |
| Arkansas Financial Group, Inc. | 0.42% | Reduce -0.4% | 63,304 | $3.3M |
| Vaquero Private Wealth, Ltd. | 0.66% | — | 62,463 | $3.2M |
| Per Stirling Capital Management, LLC. | 0.29% | Reduce -11.2% | 60,230 | $3.1M |
| WealthCare Investment Partners, LLC | 0.74% | Add +1.0% | 59,000 | $3.0M |
| Elequin Capital, LP | 0.52% | New | 58,398 | $3.0M |
| Prospera Financial Services Inc | 0.04% | Add +2.4% | 57,368 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.6% | 57,269 | $2.9M |
| Hedeker Wealth, LLC | 0.56% | Reduce -9.3% | 56,785 | $2.9M |
| Capital Financial Group Inc\co\ | 1.52% | Add +0.1% | 56,560 | $2.9M |
| Lake Street Private Wealth, LLC | 0.33% | Reduce -32.3% | 56,500 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.21% | Add +1.7% | 55,553 | $2.9M |
| Arwa LLC | 1.18% | Add +27.8% | 55,650 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +44.9% | 54,938 | $2.8M |
| Inspirion Wealth Advisors, LLC | 0.30% | Reduce -0.8% | 51,538 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.34% | Add +0.3% | 51,218 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -5.3% | 48,915 | $2.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +124.7% | 46,527 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.3% | 44,983 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -27.4% | 44,542 | $2.3M |
| Principal Securities, Inc. | 0.03% | Add +15.8% | 44,033 | $2.3M |
| Golden State Wealth Management, LLC | 0.20% | Reduce -3.4% | 43,391 | $2.2M |
| Heck Capital Advisors, LLC | 0.13% | Add +0.8% | 42,983 | $2.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -7.2% | 42,917 | $2.2M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +12.2% | 42,479 | $2.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +12.2% | 42,479 | $2.2M |
| Midwest Financial Group LLC | 0.76% | New | 42,306 | $2.2M |
| RFG Advisory, LLC | 0.03% | Add +31.4% | 41,784 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +19.2% | 41,658 | $2.1M |
| Keystone Financial Group | 0.12% | Add +12.4% | 40,306 | $2.1M |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.