First Trust Managed MunicipaFMBETF
13F holders, Q4 2024 (December 31)310holders +7
24new positions
24sold out
2famous investors
$50.99avg. 13F price*
At the end of Q4 2024, 310 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 7 from Q3 2024. 24 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($160.2M), Wells Fargo & Company ($122.7M) and LPL Financial LLC ($107.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $26.0M |
| Exits | 24 | $8.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,655,257 shares bought and 1,580,456 shares sold, net +74,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Morgan Stanley | 0.01% | Add +0.3% | 3,139,911 | $160.2M |
| Wells Fargo & Company | 0.03% | Reduce -1.7% | 2,405,323 | $122.7M |
| LPL Financial LLC | 0.04% | Reduce -16.2% | 2,101,776 | $107.2M |
| Bank of America Corp. | 0.01% | Reduce -0.2% | 1,729,974 | $88.2M |
| UBS Group AG | 0.02% | Add +3.1% | 1,721,440 | $87.8M |
| Raymond James Financial Inc. | 0.02% | — | 1,150,312 | $58.7M |
| Avantax Planning Partners, Inc. | 1.20% | Reduce -10.0% | 650,029 | $33.2M |
| Composition Wealth, LLC | 0.65% | Add +5.0% | 629,831 | $32.1M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 611,043 | $31.2M |
| Avantax Advisory Services, Inc. | 0.19% | Add +0.4% | 604,941 | $30.9M |
| CW Advisors, LLC | 0.33% | Reduce -2.2% | 466,653 | $23.8M |
| OneDigital Investment Advisors LLC | 0.26% | Add +4.1% | 436,357 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.0% | 425,679 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +4.8% | 346,708 | $17.7M |
| Truist Financial Corp. | 0.03% | Add +2.1% | 319,710 | $16.3M |
| NewEdge Advisors, LLC | 0.10% | Add +2.0% | 312,954 | $16.0M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -11.8% | 312,772 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.8% | 309,212 | $15.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +15.1% | 308,349 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +19.4% | 300,843 | $15.3M |
| Independent Advisor Alliance | 0.20% | New | 290,714 | $14.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -22.6% | 287,497 | $14.7M |
| RMR Wealth Builders | 1.50% | Reduce 0.0% | 284,204 | $14.5M |
| ERn Financial, LLC | 2.13% | Add +4.9% | 278,866 | $14.2M |
| Larson Financial Group LLC | 0.73% | Add +44.7% | 276,049 | $14.1M |
| CWA Asset Management Group, LLC | 0.59% | Reduce -9.0% | 229,102 | $11.7M |
| Cetera Investment Advisers | 0.02% | Reduce -3.1% | 226,322 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.9% | 223,654 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.4% | 221,498 | $11.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 209,281 | $10.7M |
| Frisch Financial Group, Inc. | 3.17% | Add +0.4% | 205,414 | $10.5M |
| GM Advisory Group, LLC | 0.56% | Reduce -0.6% | 197,750 | $10.1M |
| Motco | 1.02% | Reduce -3.5% | 195,399 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +11.4% | 193,768 | $9.9M |
| Verus Capital Partners, LLC | 0.93% | Reduce -4.9% | 191,773 | $9.8M |
| RFG Advisory, LLC | 0.25% | Reduce -3.1% | 176,020 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.6% | 172,642 | $8.8M |
| Citigroup Inc. | 0.01% | Add +33.3% | 155,857 | $8.0M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +620.3% | 150,146 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.3% | 144,199 | $7.4M |
| Brady Martz Wealth Solutions, LLC | 1.55% | — | 127,253 | $6.4M |
| Arkansas Financial Group, Inc. | 1.02% | Add +1.6% | 124,323 | $6.3M |
| BCGM Wealth Management, LLC | 1.95% | Add +12.7% | 120,773 | $6.2M |
| Journey Strategic Wealth LLC | 0.23% | Add +15.2% | 120,260 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +0.5% | 116,052 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.5% | 113,486 | $5.8M |
| Cwm, LLC | 0.02% | Add +74.4% | 106,125 | $5.4M |
| First Heartland Consultants, Inc. | 0.55% | Add +6.6% | 105,737 | $5.4M |
| Legacy Private Trust Co. | 0.35% | Add +12.3% | 104,155 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +4.8% | 103,706 | $5.3M |
| Magnus Financial Group LLC | 0.49% | Reduce -1.9% | 99,758 | $5.1M |
| Lake Street Private Wealth, LLC | 0.80% | Add +1.1% | 97,400 | $5.0M |
| Atlas Private Wealth Advisors | 0.70% | Add +3.6% | 96,207 | $4.9M |
| Country Trust Bank | 0.12% | Reduce -2.2% | 96,103 | $4.9M |
| Financial Advocates Investment Management | 0.27% | Reduce -14.2% | 93,584 | $4.8M |
| Advance Capital Management, Inc. | 0.21% | Add +2.8% | 91,276 | $4.7M |
| Mgo One Seven LLC | 0.17% | Add +1.1% | 87,937 | $4.5M |
| Prestige Wealth Management Group LLC | 0.91% | Add +7.5% | 85,710 | $4.4M |
| FSB Premier Wealth Management, Inc. | 1.75% | Add +8.1% | 85,453 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.90% | Add +14.1% | 84,407 | $4.3M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -25.8% | 82,583 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.1% | 79,286 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +58.1% | 78,971 | $4.0M |
| Comerica Bank | 0.02% | Reduce -9.9% | 78,022 | $4.0M |
| Mariner, LLC | 0.01% | Add +45.3% | 73,938 | $3.8M |
| ABLE Financial Group, LLC | 1.09% | Add +36.4% | 72,264 | $3.7M |
| Prospera Financial Services Inc | 0.08% | Add +5.7% | 71,443 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +17.8% | 69,848 | $3.6M |
| Golden State Wealth Management, LLC | 0.53% | — | 69,785 | $3.6M |
| Elios Financial Group Inc. | 1.68% | Add +0.6% | 69,751 | $3.6M |
| Landmark Wealth Management, LLC | 1.55% | Add +4.0% | 68,638 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +244.1% | 67,085 | $3.4M |
| Allworth Financial LP | 0.02% | Add +51.1% | 65,992 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.47% | Add +2.0% | 65,368 | $3.3M |
| Old Mission Capital LLC | 0.07% | New | 62,888 | $3.2M |
| Inspirion Wealth Advisors, LLC | 0.44% | No change | 62,223 | $3.2M |
| Westside Investment Management, Inc. | 0.67% | Reduce -2.1% | 62,076 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +2.8% | 58,193 | $3.0M |
| Wiser Advisor Group LLC | 4.25% | Reduce -1.1% | 57,258 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +4.9% | 56,033 | $2.9M |
| Hedeker Wealth, LLC | 0.68% | Add +53.3% | 53,262 | $2.7M |
| Blackhawk Capital Partners, LLC | 1.39% | Add +8.5% | 52,615 | $2.7M |
| Sebold Capital Management, Inc. | 1.79% | Add +5.7% | 52,248 | $2.7M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -6.9% | 51,999 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -7.4% | 51,712 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +27.3% | 50,146 | $2.6M |
| Main Line Retirement Advisors, LLC | 1.67% | Reduce -22.5% | 49,764 | $2.5M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +119.3% | 49,081 | $2.5M |
| WealthCare Investment Partners, LLC | 1.09% | Add +0.6% | 48,816 | $2.5M |
| Investment Planning Advisors, Inc. | 1.09% | Add +22.1% | 48,764 | $2.5M |
| HFG Wealth Management, LLC | 1.61% | Reduce -7.7% | 47,864 | $2.5M |
| Weitzel Financial Services, Inc. | 1.15% | Reduce -0.6% | 47,917 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -8.6% | 45,867 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Reduce -16.1% | 45,692 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +0.4% | 43,123 | $2.2M |
| Old Mission Investment Co LLC | 0.65% | Reduce -8.4% | 42,858 | $2.2M |
| Syntegra Private Wealth Group, LLC | 0.25% | Reduce -3.7% | 42,783 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +21.2% | 42,738 | $2.2M |
| EdgeRock Capital LLC | 1.41% | Reduce -3.2% | 42,285 | $2.2M |
| Naviter Wealth, LLC | 0.26% | Add +12.9% | 42,084 | $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.