First Trust Managed MunicipaFMBETF
13F holders, Q1 2025 (March 31)305holders −5
21new positions
27sold out
1famous investor
$50.41avg. 13F price*
At the end of Q1 2025, 305 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 5 from Q4 2024. 21 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($150.2M), Wells Fargo & Company ($135.4M) and LPL Financial LLC ($109.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.8M |
| Exits | 27 | $27.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,553,760 shares bought and 1,525,571 shares sold, net +1,028,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Morgan Stanley | 0.01% | Reduce -5.1% | 2,979,292 | $150.2M |
| Wells Fargo & Company | 0.03% | Add +11.6% | 2,684,776 | $135.4M |
| LPL Financial LLC | 0.04% | Add +3.7% | 2,179,768 | $109.9M |
| Bank of America Corp. | 0.01% | Add +7.1% | 1,852,353 | $93.4M |
| UBS Group AG | 0.02% | Add +1.5% | 1,747,373 | $88.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.6% | 1,157,297 | $58.4M |
| Composition Wealth, LLC | 0.66% | Add +3.1% | 649,521 | $32.8M |
| Avantax Planning Partners, Inc. | 1.14% | Reduce -1.7% | 639,192 | $32.2M |
| Avantax Advisory Services, Inc. | 0.19% | Add +2.8% | 621,617 | $31.3M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 619,572 | $31.2M |
| Osaic Holdings, Inc. | 0.06% | Add +72.2% | 495,145 | $25.0M |
| CW Advisors, LLC | 0.28% | Reduce -0.3% | 465,465 | $23.5M |
| NewEdge Advisors, LLC | 0.14% | Add +45.6% | 455,622 | $23.0M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -2.4% | 426,121 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.2% | 403,587 | $20.3M |
| Creative Planning | 0.02% | Add +7884.9% | 386,786 | $19.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +24.3% | 384,349 | $19.4M |
| JPMorgan Chase & Co. | 0.00% | Add +59.3% | 356,354 | $18.0M |
| Stifel Financial Corp. | 0.02% | Add +2.4% | 355,147 | $17.9M |
| RMR Wealth Builders | 1.74% | Add +15.4% | 328,008 | $16.5M |
| Truist Financial Corp. | 0.03% | Add +2.3% | 327,078 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.3% | 322,732 | $16.3M |
| Janney Montgomery Scott LLC | 0.05% | Add +4.4% | 322,047 | $16.2M |
| Larson Financial Group LLC | 0.76% | Add +14.9% | 317,203 | $16.0M |
| ERn Financial, LLC | 2.17% | Reduce -2.3% | 272,520 | $13.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -18.9% | 253,818 | $12.8M |
| HighTower Advisors, LLC | 0.02% | Add +104.4% | 231,944 | $11.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.5% | 223,022 | $11.2M |
| CWA Asset Management Group, LLC | 0.51% | Reduce -7.9% | 211,053 | $10.6M |
| GM Advisory Group, LLC | 0.57% | Add +6.5% | 210,528 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.3% | 207,572 | $10.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 205,804 | $10.4M |
| Frisch Financial Group, Inc. | 2.91% | Add +0.1% | 205,696 | $10.4M |
| Motco | 1.04% | Reduce -0.3% | 194,766 | $9.8M |
| Verus Capital Partners, LLC | 0.97% | Add +0.8% | 193,258 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +2668.1% | 189,530 | $9.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +7.8% | 186,130 | $9.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -14.8% | 165,025 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -1.2% | 153,981 | $7.8M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -0.9% | 148,776 | $7.5M |
| Journey Strategic Wealth LLC | 0.25% | Add +17.1% | 140,860 | $7.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -9.1% | 131,094 | $6.6M |
| First Heartland Consultants, Inc. | 0.67% | Add +22.2% | 129,230 | $6.5M |
| Brady Martz Wealth Solutions, LLC | 1.46% | Add +0.8% | 128,230 | $6.5M |
| Arkansas Financial Group, Inc. | 1.06% | Reduce -0.1% | 124,251 | $6.2M |
| BCGM Wealth Management, LLC | 1.81% | Reduce -3.3% | 116,745 | $5.9M |
| MML Investors Services, LLC | 0.02% | Reduce -0.5% | 115,482 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +11.3% | 115,436 | $5.8M |
| Prestige Wealth Management Group LLC | 1.06% | Add +14.8% | 98,387 | $5.0M |
| Lake Street Private Wealth, LLC | 0.80% | Reduce -0.5% | 96,900 | $4.9M |
| Cwm, LLC | 0.02% | Reduce -9.6% | 95,921 | $4.8M |
| Magnus Financial Group LLC | 0.46% | Reduce -5.2% | 94,619 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 93,490 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +15.3% | 91,417 | $4.6M |
| Mgo One Seven LLC | 0.17% | Add +1.2% | 88,997 | $4.5M |
| Advance Capital Management, Inc. | 0.21% | Reduce -3.6% | 87,984 | $4.4M |
| FSB Premier Wealth Management, Inc. | 1.73% | Add +2.7% | 87,784 | $4.4M |
| Country Trust Bank | 0.11% | Reduce -9.9% | 86,577 | $4.4M |
| Comerica Bank | 0.02% | Add +9.5% | 85,412 | $4.3M |
| Financial Advocates Investment Management | 0.30% | Reduce -9.5% | 84,723 | $4.3M |
| Etesian Wealth Advisors, Inc. | 1.78% | Reduce -3.2% | 81,743 | $4.1M |
| Allworth Financial LP | 0.02% | Add +17.7% | 77,664 | $3.8M |
| ABLE Financial Group, LLC | 1.07% | Add +5.2% | 76,030 | $3.8M |
| Atlas Private Wealth Advisors | 0.53% | Reduce -21.5% | 75,515 | $3.8M |
| Mariner, LLC | 0.01% | Add +1.5% | 75,034 | $3.8M |
| Visionary Wealth Advisors | 0.22% | Add +3.0% | 71,964 | $3.6M |
| Elios Financial Group Inc. | 1.78% | Add +2.7% | 71,658 | $3.6M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -13.9% | 71,066 | $3.6M |
| Landmark Wealth Management, LLC | 1.54% | Add +0.8% | 69,151 | $3.5M |
| Westside Investment Management, Inc. | 0.70% | Add +5.1% | 65,259 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.8% | 60,968 | $3.1M |
| Prospera Financial Services Inc | 0.07% | Reduce -14.3% | 61,250 | $3.1M |
| EdgeRock Capital LLC | 2.17% | Add +42.8% | 60,385 | $3.0M |
| Inspirion Wealth Advisors, LLC | 0.42% | Reduce -3.2% | 60,223 | $3.0M |
| Investment Planning Advisors, Inc. | 1.18% | Add +18.2% | 57,646 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.1% | 57,568 | $2.9M |
| Blackhawk Capital Partners, LLC | 1.47% | Add +7.8% | 56,730 | $2.9M |
| Sentinel Pension Advisors, LLC | 0.52% | Add +11.0% | 55,679 | $2.8M |
| Waverly Advisors, LLC | 0.03% | New | 54,920 | $2.8M |
| Hedeker Wealth, LLC | 0.74% | Add +1.8% | 54,244 | $2.7M |
| Sebold Capital Management, Inc. | 1.79% | Add +3.4% | 54,033 | $2.7M |
| Grant/GrossMendelsohn, LLC | 1.51% | Add +55.7% | 54,637 | $2.7M |
| Golden State Wealth Management, LLC | 0.40% | Reduce -22.8% | 53,860 | $2.7M |
| Rehmann Capital Advisory Group | 0.17% | Add +0.1% | 52,055 | $2.6M |
| Renaissance Technologies | 0.00% | Add +320.3% | 51,700 | $2.6M |
| SteelPeak Wealth, LLC | 0.11% | New | 51,678 | $2.6M |
| Main Line Retirement Advisors, LLC | 1.64% | Add +0.7% | 50,094 | $2.5M |
| Legacy Private Trust Co. | 0.17% | Reduce -52.1% | 49,886 | $2.5M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +0.1% | 49,106 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.1% | 49,072 | $2.5M |
| Western Wealth Management, LLC | 0.16% | Reduce -12.4% | 49,059 | $2.5M |
| HFG Wealth Management, LLC | 1.48% | Add +0.4% | 48,037 | $2.5M |
| WealthCare Investment Partners, LLC | 1.04% | Add +1.5% | 49,528 | $2.4M |
| Naviter Wealth, LLC | 0.29% | Add +13.2% | 47,616 | $2.4M |
| Weitzel Financial Services, Inc. | 1.15% | Reduce -1.3% | 47,289 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Add +2.1% | 46,637 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.3% | 43,982 | $2.2M |
| Wiser Advisor Group LLC | 3.22% | Reduce -24.6% | 43,186 | $2.2M |
| Keystone Financial Group | 0.22% | Add +17.0% | 43,110 | $2.2M |
| Heck Capital Advisors, LLC | 0.24% | Add +4.5% | 42,925 | $2.2M |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.