First Trust Managed MunicipaFMBETF
13F holders, Q2 2025 (June 30)299holders −6
24new positions
31sold out
2famous investors
$49.82avg. 13F price*
At the end of Q2 2025, 299 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 6 from Q1 2025. 24 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($152.4M), Wells Fargo & Company ($129.1M) and LPL Financial LLC ($101.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.1M |
| Exits | 31 | $15.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,498,654 shares bought and 3,292,034 shares sold, net −1,793,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Morgan Stanley | 0.01% | Add +2.7% | 3,059,263 | $152.4M |
| Wells Fargo & Company | 0.03% | Reduce -3.5% | 2,590,338 | $129.1M |
| LPL Financial LLC | 0.03% | Reduce -6.1% | 2,046,267 | $101.9M |
| UBS Group AG | 0.02% | Add +1.7% | 1,777,726 | $88.6M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 1,739,171 | $86.6M |
| Raymond James Financial Inc. | 0.02% | Add +3.0% | 1,191,423 | $59.4M |
| Avantax Planning Partners, Inc. | 1.32% | Add +30.8% | 836,330 | $41.7M |
| Composition Wealth, LLC | 0.60% | Add +9.6% | 711,979 | $35.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 609,915 | $30.4M |
| OneDigital Investment Advisors LLC | 0.31% | Add +30.0% | 553,919 | $27.6M |
| CW Advisors, LLC | 0.23% | Add +0.6% | 468,324 | $23.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.6% | 452,758 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.4% | 389,686 | $19.4M |
| NewEdge Advisors, LLC | 0.10% | Reduce -17.5% | 375,894 | $18.7M |
| Truist Financial Corp. | 0.03% | Add +13.6% | 371,440 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +3.6% | 368,042 | $18.3M |
| RMR Wealth Builders | 1.58% | Add +6.6% | 349,793 | $17.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.7% | 348,165 | $17.3M |
| Jane Street Group, LLC | 0.03% | Add +83.3% | 347,312 | $17.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.5% | 336,696 | $16.8M |
| Cetera Investment Advisers | 0.02% | Add +15.2% | 256,842 | $12.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +37.0% | 255,039 | $12.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -10.4% | 227,364 | $11.3M |
| CWA Asset Management Group, LLC | 0.45% | Add +1.6% | 214,457 | $10.7M |
| Frisch Financial Group, Inc. | 2.59% | Add +3.2% | 212,365 | $10.6M |
| GM Advisory Group, LLC | 0.52% | Add +0.7% | 212,000 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 202,251 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -37.9% | 200,291 | $10.0M |
| Motco | 0.89% | Reduce -3.6% | 187,808 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -13.6% | 179,419 | $8.9M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.7% | 162,290 | $8.1M |
| Citigroup Inc. | 0.01% | Add +3.0% | 158,668 | $7.9M |
| ERn Financial, LLC | 1.56% | Reduce -45.4% | 148,832 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -8.2% | 136,531 | $6.8M |
| Verus Capital Partners, LLC | 0.58% | Reduce -32.5% | 130,418 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.9% | 129,871 | $6.5M |
| Journey Strategic Wealth LLC | 0.21% | Reduce -8.0% | 129,608 | $6.5M |
| First Heartland Consultants, Inc. | 0.57% | Add +0.1% | 129,347 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -79.2% | 129,342 | $6.4M |
| Arkansas Financial Group, Inc. | 0.96% | Add +0.3% | 124,613 | $6.2M |
| BCGM Wealth Management, LLC | 1.73% | Add +5.6% | 123,313 | $6.1M |
| Brady Martz Wealth Solutions, LLC | 1.12% | Reduce -9.3% | 116,265 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -2.7% | 112,379 | $5.6M |
| Comerica Bank | 0.02% | Add +30.6% | 111,521 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +15.7% | 108,209 | $5.4M |
| Cwm, LLC | 0.02% | Add +11.2% | 106,677 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -54.5% | 105,634 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +12.2% | 102,523 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.5% | 101,440 | $5.1M |
| Lake Street Private Wealth, LLC | 0.69% | No change | 96,900 | $4.8M |
| Allworth Financial LP | 0.02% | Add +24.5% | 96,682 | $4.8M |
| Magnus Financial Group LLC | 0.41% | Reduce -0.2% | 94,433 | $4.7M |
| Prestige Wealth Management Group LLC | 0.93% | Reduce -7.0% | 91,504 | $4.6M |
| FSB Premier Wealth Management, Inc. | 1.59% | Add +1.8% | 89,402 | $4.5M |
| Mgo One Seven LLC | 0.14% | Reduce -1.0% | 88,127 | $4.4M |
| Renaissance Technologies | 0.01% | Add +69.8% | 87,792 | $4.4M |
| Country Trust Bank | 0.10% | Reduce -1.8% | 84,999 | $4.2M |
| Dohj, LLC | 1.22% | Add +396.1% | 85,286 | $4.2M |
| Creative Planning | 0.00% | Reduce -78.7% | 82,493 | $4.1M |
| Advance Capital Management, Inc. | 0.19% | Reduce -6.5% | 82,312 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.48% | Reduce -2.8% | 79,420 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | New | 78,636 | $3.9M |
| Elios Financial Group Inc. | 1.71% | Add +5.4% | 75,507 | $3.8M |
| Blackhawk Capital Partners, LLC | 1.68% | Add +29.1% | 73,267 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 72,130 | $3.6M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -0.7% | 70,577 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +19.6% | 68,839 | $3.4M |
| Westside Investment Management, Inc. | 0.63% | Add +4.8% | 68,359 | $3.4M |
| Visionary Wealth Advisors | 0.17% | Reduce -5.8% | 67,806 | $3.4M |
| EdgeRock Capital LLC | 1.05% | Add +10.5% | 66,717 | $3.3M |
| ABLE Financial Group, LLC | 0.80% | Reduce -12.4% | 66,636 | $3.3M |
| Atlas Private Wealth Advisors | 0.42% | Reduce -12.8% | 65,860 | $3.3M |
| Prospera Financial Services Inc | 0.06% | Add +0.3% | 61,466 | $3.1M |
| Investment Planning Advisors, Inc. | 1.03% | Add +1.0% | 58,234 | $2.9M |
| Inspirion Wealth Advisors, LLC | 0.38% | Reduce -3.6% | 58,053 | $2.9M |
| Foster & Motley Inc. | 0.17% | Add +35.0% | 57,611 | $2.9M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +0.8% | 56,099 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -52.3% | 55,032 | $2.7M |
| Waverly Advisors, LLC | 0.03% | No change | 54,920 | $2.7M |
| Clearwater Capital Advisors, LLC | 0.25% | Add +9.9% | 53,979 | $2.7M |
| SteelPeak Wealth, LLC | 0.10% | Add +4.3% | 53,888 | $2.7M |
| Main Line Retirement Advisors, LLC | 1.48% | Add +4.0% | 52,125 | $2.6M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -3.9% | 51,750 | $2.6M |
| WealthCare Investment Partners, LLC | 0.91% | Add +2.1% | 50,561 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Add +8.5% | 50,583 | $2.5M |
| Financial Advocates Investment Management | 0.19% | Reduce -43.9% | 47,536 | $2.4M |
| HFG Wealth Management, LLC | 1.44% | Reduce -2.4% | 46,867 | $2.4M |
| Arax Advisory Partners | 0.11% | Add +69.2% | 47,335 | $2.4M |
| Landmark Wealth Management, LLC | 1.00% | Reduce -31.9% | 47,075 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.5% | 46,347 | $2.3M |
| Western Wealth Management, LLC | 0.14% | Reduce -6.5% | 45,850 | $2.3M |
| Weitzel Financial Services, Inc. | 0.96% | Reduce -4.2% | 45,289 | $2.3M |
| Keystone Financial Group | 0.20% | Add +4.6% | 45,102 | $2.2M |
| Legacy Private Trust Co. | 0.14% | Reduce -15.4% | 42,221 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +0.1% | 41,897 | $2.1M |
| Modern Wealth Management, LLC | 0.05% | Add +2.3% | 41,822 | $2.1M |
| Old Mission Investment Co LLC | 0.57% | Reduce -3.4% | 41,412 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -11.1% | 39,083 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +1.2% | 38,617 | $1.9M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -10.4% | 38,463 | $1.9M |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.