First Trust Managed MunicipaFMBETF
13F holders, Q2 2024 (June 30)299holders +2
25new positions
24sold out
1famous investor
$51.13avg. 13F price*
At the end of Q2 2024, 299 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 2 from Q1 2024. 25 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($146.0M), LPL Financial LLC ($119.7M) and Wells Fargo & Company ($115.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.9M |
| Exits | 24 | $37.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,559,849 shares bought and 1,586,002 shares sold, net −26,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Morgan Stanley | 0.01% | Add +6.4% | 2,860,062 | $146.0M |
| LPL Financial LLC | 0.06% | Reduce -4.4% | 2,345,040 | $119.7M |
| Wells Fargo & Company | 0.03% | Add +0.9% | 2,254,389 | $115.1M |
| Bank of America Corp. | 0.01% | Add +1.8% | 1,742,725 | $89.0M |
| UBS Group AG | 0.03% | Add +2.7% | 1,658,996 | $84.7M |
| Sequoia Financial Advisors, LLC | 0.63% | Add +3.8% | 1,024,717 | $52.3M |
| Avantax Planning Partners, Inc. | 1.50% | Reduce -4.9% | 914,244 | $46.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -1.4% | 740,794 | $37.8M |
| CW Advisors, LLC | 0.56% | Reduce -0.6% | 688,749 | $35.2M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 624,347 | $31.9M |
| Avantax Advisory Services, Inc. | 0.21% | Add +11.4% | 584,721 | $29.9M |
| Composition Wealth, LLC | 0.61% | Add +17.7% | 490,873 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.2% | 403,320 | $20.6M |
| OneDigital Investment Advisors LLC | 0.25% | Add +4.4% | 399,248 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 396,408 | $20.2M |
| Raymond James & Associates | 0.01% | Add +7.4% | 381,767 | $19.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -13.7% | 376,961 | $19.2M |
| Stifel Financial Corp. | 0.02% | Add +11.2% | 313,851 | $16.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.7% | 313,067 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 289,752 | $14.8M |
| Cetera Investment Advisers | 0.03% | Add +8.0% | 272,638 | $13.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.2% | 253,486 | $12.9M |
| RMR Wealth Builders | 1.48% | Add +5.3% | 251,812 | $12.9M |
| ERn Financial, LLC | 2.13% | Add +0.7% | 250,933 | $12.8M |
| NewEdge Advisors, LLC | 0.09% | Add +39.3% | 236,657 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 208,591 | $10.7M |
| Motco | 0.61% | Reduce -0.2% | 203,388 | $10.4M |
| Kowal Investment Group, LLC | 1.97% | Reduce -12.6% | 193,226 | $9.9M |
| Verus Capital Partners, LLC | 1.01% | Reduce -13.2% | 189,839 | $9.7M |
| RFG Advisory, LLC | 0.31% | Reduce -1.7% | 189,044 | $9.7M |
| Frisch Financial Group, Inc. | 2.86% | Reduce -10.2% | 184,723 | $9.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.9% | 173,760 | $8.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -31.5% | 171,837 | $8.8M |
| GM Advisory Group, LLC | 0.55% | Add +21.4% | 165,632 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.6% | 157,359 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -6.0% | 157,352 | $8.0M |
| Vantage Financial Partners Ltd., Inc. | 1.95% | Add +5.1% | 153,872 | $7.9M |
| Larson Financial Group LLC | 0.53% | Add +201.9% | 151,651 | $7.7M |
| Citigroup Inc. | 0.01% | Reduce -1.7% | 150,486 | $7.7M |
| Financial Planning & Information Services, Inc. | 1.06% | Reduce -25.8% | 135,848 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.5% | 128,018 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +9.9% | 122,564 | $6.3M |
| Arkansas Financial Group, Inc. | 1.11% | Add +0.6% | 121,731 | $6.2M |
| First Horizon Advisors, Inc. | 0.17% | Add +2.8% | 111,083 | $5.7M |
| Financial Advocates Investment Management | 0.35% | Reduce -8.4% | 110,906 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +9.1% | 103,350 | $5.3M |
| Country Trust Bank | 0.13% | Reduce -3.0% | 103,101 | $5.3M |
| BCGM Wealth Management, LLC | 1.79% | Add +2.8% | 101,314 | $5.2M |
| First Heartland Consultants, Inc. | 0.51% | Add +5.6% | 100,753 | $5.1M |
| Magnus Financial Group LLC | 0.57% | Reduce -2.5% | 99,453 | $5.1M |
| Mgo One Seven LLC | 0.23% | Add +1.0% | 96,711 | $4.9M |
| Legacy Private Trust Co. | 0.35% | Add +7.8% | 96,194 | $4.9M |
| Atria Investments, Inc | 0.06% | Reduce -4.8% | 95,677 | $4.9M |
| Journey Strategic Wealth LLC | 0.21% | Add +23.2% | 95,496 | $4.9M |
| Atlas Private Wealth Advisors | 0.78% | Add +91.6% | 93,516 | $4.8M |
| FSB Premier Wealth Management, Inc. | 2.15% | Reduce -3.0% | 93,463 | $4.8M |
| Relative Value Partners Group, LLC | 0.61% | New | 91,700 | $4.7M |
| Lake Street Private Wealth, LLC | 0.61% | Reduce -4.8% | 91,700 | $4.7M |
| Cwm, LLC | 0.02% | Add +62.2% | 91,588 | $4.7M |
| Etesian Wealth Advisors, Inc. | 2.39% | Reduce -7.1% | 83,255 | $4.3M |
| Prestige Wealth Management Group LLC | 0.88% | Add +0.4% | 79,954 | $4.1M |
| Comerica Bank | 0.02% | Add +47.3% | 78,065 | $4.0M |
| Advance Capital Management, Inc. | 0.18% | Reduce -6.8% | 73,007 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | — | 70,795 | $3.6M |
| Landmark Wealth Management, LLC | 2.58% | Add +6.4% | 64,839 | $3.3M |
| Main Line Retirement Advisors, LLC | 2.49% | Add +1.7% | 63,679 | $3.3M |
| Westside Investment Management, Inc. | 0.74% | Reduce -1.8% | 63,099 | $3.2M |
| Inspirion Wealth Advisors, LLC | 0.47% | No change | 59,746 | $3.1M |
| Wiser Advisor Group LLC | 4.67% | Reduce -20.4% | 58,222 | $3.0M |
| Rehmann Capital Advisory Group | 0.21% | Add +6.9% | 56,909 | $2.9M |
| Invenio Wealth Partners LLC | 1.43% | Add +31.7% | 56,465 | $2.9M |
| Visionary Wealth Advisors | 0.19% | Reduce -2.2% | 56,189 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.5% | 55,815 | $2.9M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Reduce -3.8% | 54,498 | $2.8M |
| Blackhawk Capital Partners, LLC | 1.66% | Add +1.5% | 53,965 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.5% | 53,726 | $2.7M |
| Per Stirling Capital Management, LLC. | 0.43% | Add +78.3% | 51,978 | $2.7M |
| HFG Wealth Management, LLC | 1.69% | Add +1.8% | 51,836 | $2.6M |
| DeDora Capital, Inc. | 0.80% | New | 30,852 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -53.0% | 50,477 | $2.6M |
| Southland Equity Partners LLC | 0.73% | Add +47.5% | 49,905 | $2.5M |
| Allworth Financial LP | 0.02% | Add +25.6% | 48,893 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -8.5% | 49,180 | $2.5M |
| Western Wealth Management, LLC | 0.18% | Reduce -1.1% | 48,849 | $2.5M |
| WealthCare Investment Partners, LLC | 1.15% | Add +1.2% | 48,515 | $2.5M |
| Sebold Capital Management, Inc. | 1.71% | Add +39.9% | 48,359 | $2.5M |
| Equitable Holdings, Inc. | 0.03% | Add +2.6% | 47,910 | $2.4M |
| Grant/GrossMendelsohn, LLC | 1.12% | Add +56.1% | 47,846 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -6.0% | 47,816 | $2.4M |
| Old Mission Investment Co LLC | 0.79% | Add +1.1% | 47,734 | $2.4M |
| Weitzel Financial Services, Inc. | 1.21% | Reduce -2.3% | 47,614 | $2.4M |
| Opinicus Capital, Inc. | 2.03% | Reduce -2.1% | 47,109 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +16.7% | 47,001 | $2.4M |
| Foster & Motley Inc. | 0.16% | Add +12.2% | 46,355 | $2.4M |
| Syntegra Private Wealth Group, LLC | 0.30% | Reduce -8.6% | 45,912 | $2.3M |
| EdgeRock Capital LLC | 1.81% | Reduce -7.8% | 45,830 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Add +0.5% | 45,664 | $2.3M |
| XML Financial, LLC | 0.23% | Reduce -1.8% | 44,512 | $2.3M |
| ABLE Financial Group, LLC | 0.80% | Reduce -16.1% | 43,579 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 41,630 | $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.