First Trust Managed MunicipaFMBETF
13F holders, Q1 2024 (March 31)297holders
1famous investor
$51.40avg. 13F price*
At the end of Q1 2024, 297 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings. The largest holders were Morgan Stanley ($138.0M), LPL Financial LLC ($126.0M) and Wells Fargo & Company ($114.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Managed Municipa
- CUSIP
- 33739N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $34.7M |
| Exits | 22 | $14.3M |
Ownership 297 holders
| Morgan Stanley | 0.01% | Add +6.3% | 2,686,926 | $138.0M |
| LPL Financial LLC | 0.07% | Add +12.2% | 2,453,136 | $126.0M |
| Wells Fargo & Company | 0.03% | Add +9.3% | 2,233,242 | $114.7M |
| Bank of America Corp. | 0.01% | Add +5.9% | 1,711,940 | $87.9M |
| UBS Group AG | 0.03% | Reduce -8.5% | 1,615,572 | $83.0M |
| Sequoia Financial Advisors, LLC | 0.63% | Add +9.3% | 987,518 | $50.7M |
| Avantax Planning Partners, Inc. | 1.60% | Reduce -6.5% | 961,628 | $49.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +16.5% | 751,689 | $38.6M |
| CW Advisors, LLC | 0.61% | Add +2.6% | 693,046 | $35.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.5% | 575,672 | $29.6M |
| Avantax Advisory Services, Inc. | 0.24% | Add +44.5% | 524,971 | $27.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -18.1% | 436,875 | $22.4M |
| Composition Wealth, LLC | 0.54% | Reduce -6.1% | 417,191 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 404,498 | $20.8M |
| OneDigital Investment Advisors LLC | 0.31% | Add +10.2% | 382,541 | $19.6M |
| Raymond James & Associates | 0.01% | Reduce -6.0% | 355,590 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.4% | 353,174 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.7% | 335,527 | $17.2M |
| Jane Street Group, LLC | 0.02% | New | 297,292 | $15.3M |
| CWA Asset Management Group, LLC | 0.91% | Reduce -13.7% | 291,119 | $15.0M |
| Truist Financial Corp. | 0.02% | Add +2.5% | 284,365 | $14.6M |
| Stifel Financial Corp. | 0.02% | Add +12.8% | 282,276 | $14.5M |
| Cetera Investment Advisers | 0.03% | Add +246.7% | 252,562 | $13.0M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -2.0% | 250,956 | $12.9M |
| ERn Financial, LLC | 2.22% | Add +0.3% | 249,260 | $12.8M |
| RMR Wealth Builders | 1.49% | Add +23.2% | 239,188 | $12.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.4% | 236,465 | $12.1M |
| Kowal Investment Group, LLC | 2.46% | Add +0.9% | 221,192 | $11.4M |
| Verus Capital Partners, LLC | 1.24% | Add +8.0% | 218,781 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 211,103 | $10.8M |
| Frisch Financial Group, Inc. | 3.51% | Reduce -1.2% | 205,802 | $10.6M |
| Motco | 0.63% | Reduce -1.1% | 203,805 | $10.5M |
| RFG Advisory, LLC | 0.34% | Reduce -1.2% | 192,325 | $9.9M |
| Financial Planning & Information Services, Inc. | 1.41% | Reduce -28.9% | 182,949 | $9.4M |
| NewEdge Advisors, LLC | 0.08% | Add +12.8% | 169,895 | $8.7M |
| Private Advisor Group, LLC | 0.06% | Add +4.1% | 167,403 | $8.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.2% | 164,064 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.0% | 158,343 | $8.1M |
| Citigroup Inc. | 0.01% | Reduce -6.4% | 153,063 | $7.9M |
| Vantage Financial Partners Ltd., Inc. | 1.96% | Add +2.9% | 146,378 | $7.5M |
| GM Advisory Group, LLC | 0.49% | Add +2.3% | 136,445 | $7.0M |
| Arq Wealth Advisors, LLC | 2.79% | New | 125,155 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.3% | 123,705 | $6.4M |
| Financial Advocates Investment Management | 0.36% | Add +14.4% | 121,070 | $6.2M |
| Arkansas Financial Group, Inc. | 1.09% | Add +3.0% | 120,966 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +250.7% | 111,492 | $5.7M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -1.7% | 108,103 | $5.6M |
| Renaissance Technologies | 0.01% | Reduce -50.8% | 107,300 | $5.5M |
| Country Trust Bank | 0.14% | Add +17.6% | 106,320 | $5.5M |
| Magnus Financial Group LLC | 0.63% | Reduce -9.4% | 101,997 | $5.2M |
| Atria Investments, Inc | 0.07% | Add +5.7% | 100,508 | $5.2M |
| BCGM Wealth Management, LLC | 1.82% | Reduce -0.4% | 98,600 | $5.1M |
| FSB Premier Wealth Management, Inc. | 2.30% | Add +2.8% | 96,394 | $5.0M |
| Lake Street Private Wealth, LLC | 0.69% | Add +10.4% | 96,300 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 95,905 | $4.9M |
| Mgo One Seven LLC | 0.26% | Add +4.0% | 95,763 | $4.9M |
| First Heartland Consultants, Inc. | 0.51% | Add +7.8% | 95,385 | $4.9M |
| MML Investors Services, LLC | 0.02% | Reduce -3.3% | 94,737 | $4.9M |
| Etesian Wealth Advisors, Inc. | 2.64% | Add +0.7% | 89,661 | $4.6M |
| Legacy Private Trust Co. | 0.34% | No change | 89,275 | $4.6M |
| Prestige Wealth Management Group LLC | 0.88% | Add +16.2% | 79,662 | $4.1M |
| Advance Capital Management, Inc. | 0.28% | Reduce -1.1% | 78,292 | $4.0M |
| Journey Strategic Wealth LLC | 0.18% | Add +15.8% | 77,499 | $4.0M |
| Wiser Advisor Group LLC | 5.89% | Reduce -9.8% | 73,163 | $3.8M |
| Bernardo Wealth Planning LLC | 0.99% | Reduce -14.6% | 69,502 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +39.7% | 64,526 | $3.3M |
| Westside Investment Management, Inc. | 0.79% | Reduce -1.6% | 64,266 | $3.3M |
| Main Line Retirement Advisors, LLC | 2.53% | Add +6.6% | 62,627 | $3.2M |
| Landmark Wealth Management, LLC | 1.45% | Add +5.6% | 60,931 | $3.1M |
| Inspirion Wealth Advisors, LLC | 0.51% | Reduce -1.1% | 59,746 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +27.6% | 57,452 | $3.0M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Add +8.7% | 56,621 | $2.9M |
| Cwm, LLC | 0.01% | Add +128.3% | 56,461 | $2.9M |
| D.A. Davidson & Co. | 0.03% | Add +13.3% | 54,544 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +7.4% | 53,771 | $2.8M |
| Rehmann Capital Advisory Group | 0.20% | Add +8.0% | 53,222 | $2.7M |
| Blackhawk Capital Partners, LLC | 1.70% | Reduce -2.9% | 53,191 | $2.7M |
| Comerica Bank | 0.01% | Add +10.6% | 52,993 | $2.7M |
| ABLE Financial Group, LLC | 1.05% | Reduce -2.6% | 51,952 | $2.7M |
| HFG Wealth Management, LLC | 1.54% | Add +2.6% | 50,934 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.8% | 50,865 | $2.6M |
| Larson Financial Group LLC | 0.20% | Add +105.3% | 50,239 | $2.6M |
| Syntegra Private Wealth Group, LLC | 0.33% | Reduce -73.8% | 50,222 | $2.6M |
| EdgeRock Capital LLC | 2.03% | Reduce -3.8% | 49,686 | $2.6M |
| Western Wealth Management, LLC | 0.20% | Reduce -5.3% | 49,418 | $2.5M |
| Atlas Private Wealth Advisors | 0.84% | Reduce -50.1% | 48,800 | $2.5M |
| Weitzel Financial Services, Inc. | 1.26% | Add +5.1% | 48,742 | $2.5M |
| Opinicus Capital, Inc. | 2.19% | Reduce -0.3% | 48,126 | $2.5M |
| WealthCare Investment Partners, LLC | 1.19% | Reduce -0.4% | 47,921 | $2.5M |
| PCG Wealth Advisors, LLC | 1.16% | Add +0.9% | 47,529 | $2.4M |
| Old Mission Investment Co LLC | 0.81% | Reduce -2.1% | 47,215 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -16.0% | 46,708 | $2.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -1.4% | 45,432 | $2.3M |
| XML Financial, LLC | 0.24% | Reduce -2.7% | 45,335 | $2.3M |
| Wealth Management Resources, Inc. | 0.63% | Reduce -45.6% | 44,099 | $2.3M |
| Invenio Wealth Partners LLC | 1.19% | Add +245.7% | 42,865 | $2.2M |
| Crumly & Associates Inc. | 0.57% | Add +80.1% | 42,280 | $2.2M |
| Family Capital Management, Inc. | 1.48% | Reduce -12.2% | 41,327 | $2.1M |
| Foster & Motley Inc. | 0.15% | Add +5.1% | 41,320 | $2.1M |
| Heck Capital Advisors, LLC | 0.32% | Reduce -3.2% | 41,151 | $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.