First Trust Managed MunicipaFMBETF
13F holders, Q3 2024 (September 30)303holders +4
26new positions
20sold out
2famous investors
$51.95avg. 13F price*
At the end of Q3 2024, 303 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 4 from Q2 2024. 26 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($162.7M), LPL Financial LLC ($130.3M) and Wells Fargo & Company ($127.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.2M |
| Exits | 20 | $12.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,017,709 shares bought and 1,731,228 shares sold, net +286,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 303 holders
| Morgan Stanley | 0.01% | Add +9.5% | 3,130,847 | $162.7M |
| LPL Financial LLC | 0.06% | Add +6.9% | 2,507,371 | $130.3M |
| Wells Fargo & Company | 0.03% | Add +8.6% | 2,448,034 | $127.2M |
| Bank of America Corp. | 0.01% | Reduce -0.5% | 1,733,421 | $90.1M |
| UBS Group AG | 0.02% | Add +0.7% | 1,670,180 | $86.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.7% | 775,345 | $40.3M |
| Avantax Planning Partners, Inc. | 1.35% | Reduce -21.0% | 722,201 | $37.5M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 627,914 | $32.6M |
| Avantax Advisory Services, Inc. | 0.21% | Add +3.1% | 602,635 | $31.3M |
| Composition Wealth, LLC | 0.72% | Add +22.2% | 599,874 | $31.2M |
| CW Advisors, LLC | 0.33% | Reduce -30.8% | 476,966 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 425,854 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 421,410 | $21.9M |
| OneDigital Investment Advisors LLC | 0.25% | Add +5.0% | 419,165 | $21.8M |
| Raymond James & Associates | 0.01% | Reduce -0.5% | 380,003 | $19.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.5% | 371,446 | $19.3M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -65.4% | 354,595 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +5.4% | 330,745 | $17.2M |
| Truist Financial Corp. | 0.03% | Add +8.1% | 313,146 | $16.3M |
| NewEdge Advisors, LLC | 0.10% | Add +29.6% | 306,656 | $15.9M |
| RMR Wealth Builders | 1.56% | Add +12.9% | 284,213 | $14.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +5.7% | 268,011 | $13.9M |
| ERn Financial, LLC | 2.10% | Add +6.0% | 265,943 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.9% | 260,226 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +96.9% | 252,024 | $13.1M |
| CWA Asset Management Group, LLC | 0.70% | — | 251,877 | $13.1M |
| Cetera Investment Advisers | 0.03% | Reduce -14.4% | 233,494 | $12.1M |
| Frisch Financial Group, Inc. | 3.20% | Add +10.8% | 204,679 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 203,707 | $10.6M |
| Motco | 1.05% | Reduce -0.4% | 202,520 | $10.5M |
| Verus Capital Partners, LLC | 1.03% | Add +6.3% | 201,707 | $10.5M |
| GM Advisory Group, LLC | 0.62% | Add +20.1% | 198,872 | $10.3M |
| Kowal Investment Group, LLC | 1.84% | Reduce -0.6% | 192,160 | $10.0M |
| Larson Financial Group LLC | 0.56% | Add +25.8% | 190,756 | $9.9M |
| RFG Advisory, LLC | 0.29% | Reduce -3.9% | 181,743 | $9.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.3% | 174,003 | $9.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.4% | 173,788 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.1% | 173,612 | $9.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.2% | 150,673 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 122,708 | $6.4M |
| Arkansas Financial Group, Inc. | 1.04% | Add +0.5% | 122,323 | $6.4M |
| Financial Planning & Information Services, Inc. | 0.86% | Reduce -11.8% | 119,848 | $6.2M |
| Renaissance Technologies | 0.01% | Add +137.1% | 119,664 | $6.2M |
| Citigroup Inc. | 0.01% | Reduce -22.3% | 116,951 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +11.7% | 115,474 | $6.0M |
| First Horizon Advisors, Inc. | 0.16% | Add +0.2% | 111,316 | $5.8M |
| Financial Advocates Investment Management | 0.32% | Reduce -1.7% | 109,064 | $5.7M |
| BCGM Wealth Management, LLC | 1.81% | Add +5.8% | 107,199 | $5.6M |
| Journey Strategic Wealth LLC | 0.20% | Add +9.3% | 104,370 | $5.4M |
| Magnus Financial Group LLC | 0.54% | Add +2.3% | 101,700 | $5.3M |
| First Heartland Consultants, Inc. | 0.55% | Reduce -1.5% | 99,197 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +3.5% | 99,006 | $5.1M |
| Country Trust Bank | 0.12% | Reduce -4.7% | 98,222 | $5.1M |
| Lake Street Private Wealth, LLC | 0.81% | Add +5.0% | 96,300 | $5.0M |
| Atlas Private Wealth Advisors | 0.70% | Reduce -0.7% | 92,844 | $4.8M |
| Legacy Private Trust Co. | 0.32% | Reduce -3.6% | 92,737 | $4.8M |
| Advance Capital Management, Inc. | 0.20% | Add +21.6% | 88,816 | $4.6M |
| Mgo One Seven LLC | 0.20% | Reduce -10.1% | 86,991 | $4.5M |
| Comerica Bank | 0.02% | Add +10.9% | 86,610 | $4.5M |
| Prestige Wealth Management Group LLC | 0.86% | Reduce -0.3% | 79,692 | $4.1M |
| FSB Premier Wealth Management, Inc. | 1.68% | Reduce -15.4% | 79,024 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.7% | 76,918 | $3.9M |
| Etesian Wealth Advisors, Inc. | 1.74% | Reduce -11.1% | 73,992 | $3.8M |
| Elios Financial Group Inc. | 1.66% | — | 69,316 | $3.6M |
| Prospera Financial Services Inc | 0.09% | Add +48.0% | 67,596 | $3.5M |
| Landmark Wealth Management, LLC | 1.49% | Add +1.8% | 66,005 | $3.4M |
| Main Line Retirement Advisors, LLC | 2.29% | Add +0.8% | 64,206 | $3.3M |
| Per Stirling Capital Management, LLC. | 0.46% | Add +23.3% | 64,104 | $3.3M |
| Invenio Wealth Partners LLC | 1.44% | Add +13.1% | 63,865 | $3.3M |
| Westside Investment Management, Inc. | 0.70% | Add +0.5% | 63,442 | $3.3M |
| Inspirion Wealth Advisors, LLC | 0.45% | Add +4.2% | 62,223 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -33.6% | 60,850 | $3.2M |
| Visionary Wealth Advisors | 0.19% | Add +5.5% | 59,299 | $3.1M |
| Wiser Advisor Group LLC | 4.49% | Reduce -0.5% | 57,916 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +18.1% | 56,606 | $2.9M |
| Rehmann Capital Advisory Group | 0.19% | Reduce -1.9% | 55,851 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +3.9% | 55,842 | $2.9M |
| Pine Valley Investments Ltd Liability Co | 0.20% | Reduce -0.1% | 54,468 | $2.8M |
| Western Wealth Management, LLC | 0.16% | Add +9.3% | 53,400 | $2.8M |
| ABLE Financial Group, LLC | 0.85% | Add +21.6% | 52,995 | $2.8M |
| HFG Wealth Management, LLC | 1.69% | No change | 51,836 | $2.6M |
| Mariner, LLC | 0.00% | Add +36.1% | 50,872 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.8% | 50,199 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.5% | 49,958 | $2.6M |
| Grant/GrossMendelsohn, LLC | 1.11% | Add +3.8% | 49,661 | $2.6M |
| Southland Equity Partners LLC | 0.63% | Reduce -0.6% | 49,614 | $2.6M |
| Sebold Capital Management, Inc. | 1.69% | Add +2.2% | 49,431 | $2.6M |
| Blackhawk Capital Partners, LLC | 1.35% | Reduce -10.1% | 48,512 | $2.5M |
| WealthCare Investment Partners, LLC | 1.10% | Add +0.1% | 48,542 | $2.5M |
| Weitzel Financial Services, Inc. | 1.18% | Add +1.2% | 48,183 | $2.5M |
| Opinicus Capital, Inc. | 1.96% | Add +0.1% | 47,176 | $2.5M |
| Old Mission Investment Co LLC | 0.75% | Reduce -2.0% | 46,794 | $2.4M |
| XML Financial, LLC | 0.22% | Add +2.7% | 45,718 | $2.4M |
| Syntegra Private Wealth Group, LLC | 0.27% | Reduce -3.2% | 44,434 | $2.3M |
| EdgeRock Capital LLC | 1.60% | Reduce -4.7% | 43,688 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -10.7% | 43,669 | $2.3M |
| Foster & Motley Inc. | 0.14% | Reduce -6.8% | 43,211 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.23% | Reduce -12.7% | 42,939 | $2.2M |
| Heck Capital Advisors, LLC | 0.24% | Reduce -1.5% | 40,171 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +0.3% | 39,542 | $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.