First Trust Managed MunicipaFMBETF
13F holders, Q3 2025 (September 30)283holders −16
19new positions
28sold out
2famous investors
$50.70avg. 13F price*
At the end of Q3 2025, 283 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 16 from Q2 2025. 19 opened new positions and 28 sold out. The largest holders were Morgan Stanley ($150.4M), Wells Fargo & Company ($127.5M) and LPL Financial LLC ($107.8M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.8M |
| Exits | 28 | $14.0M |
All 13F filers, Q2 2025 → Q3 2025: 2,071,677 shares bought and 1,936,698 shares sold, net +134,979 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 283 holders
| Morgan Stanley | 0.01% | Reduce -3.1% | 2,965,775 | $150.4M |
| Wells Fargo & Company | 0.03% | Reduce -2.9% | 2,514,773 | $127.5M |
| LPL Financial LLC | 0.03% | Add +4.0% | 2,127,067 | $107.8M |
| UBS Group AG | 0.02% | Add +1.2% | 1,798,415 | $91.2M |
| Bank of America Corp. | 0.01% | Add +0.2% | 1,742,249 | $88.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -3.7% | 1,147,191 | $58.2M |
| Composition Wealth, LLC | 0.81% | Add +50.3% | 1,070,100 | $54.3M |
| Avantax Planning Partners, Inc. | 1.31% | Add +7.6% | 899,949 | $45.6M |
| Osaic Holdings, Inc. | 0.06% | Add +89.1% | 856,294 | $43.2M |
| Royal Bank of Canada | 0.01% | Reduce -8.4% | 558,940 | $28.3M |
| OneDigital Investment Advisors LLC | 0.29% | Add +0.8% | 558,418 | $28.3M |
| Truist Financial Corp. | 0.03% | Add +12.9% | 419,359 | $21.3M |
| Cetera Investment Advisers | 0.02% | Add +55.5% | 399,269 | $20.2M |
| RMR Wealth Builders | 1.62% | Add +9.3% | 382,265 | $19.4M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -2.4% | 380,355 | $19.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +11.0% | 373,672 | $18.9M |
| NewEdge Advisors, LLC | 0.08% | Reduce -10.7% | 335,681 | $17.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.4% | 311,950 | $15.8M |
| Stifel Financial Corp. | 0.01% | Reduce -20.9% | 290,980 | $14.8M |
| Frisch Financial Group, Inc. | 3.40% | Add +35.6% | 288,013 | $14.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.2% | 254,498 | $12.9M |
| GM Advisory Group, LLC | 0.47% | Add +3.1% | 218,492 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.8% | 211,805 | $10.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.3% | 205,165 | $10.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.6% | 199,008 | $10.1M |
| Motco | 0.84% | Reduce -3.2% | 181,792 | $9.2M |
| Citigroup Inc. | 0.01% | Add +13.8% | 180,647 | $9.2M |
| CWA Asset Management Group, LLC | 0.34% | Reduce -16.3% | 179,598 | $9.1M |
| Sequoia Financial Advisors, LLC | 0.05% | Reduce -28.3% | 163,065 | $8.3M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -2.2% | 158,688 | $8.0M |
| ERn Financial, LLC | 1.50% | Add +0.5% | 149,560 | $7.6M |
| Journey Strategic Wealth LLC | 0.19% | Add +5.0% | 136,155 | $6.9M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -4.9% | 129,800 | $6.6M |
| Jones Financial Companies LLLP | 0.00% | Add +19.6% | 129,466 | $6.6M |
| Cwm, LLC | 0.02% | Add +19.1% | 127,041 | $6.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +928.8% | 126,062 | $6.4M |
| BCGM Wealth Management, LLC | 1.64% | Add +0.8% | 124,264 | $6.3M |
| First Heartland Consultants, Inc. | 0.48% | Reduce -10.0% | 116,371 | $5.9M |
| Arkansas Financial Group, Inc. | 0.85% | Reduce -8.8% | 113,635 | $5.8M |
| Brady Martz Wealth Solutions, LLC | 1.02% | Reduce -4.5% | 110,994 | $5.6M |
| Private Advisor Group, LLC | 0.03% | Reduce -16.9% | 107,909 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.5% | 105,110 | $5.3M |
| Comerica Bank | 0.02% | Reduce -5.8% | 105,075 | $5.3M |
| Summit Financial, LLC | 0.08% | New | 98,006 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.4% | 94,938 | $4.8M |
| Lake Street Private Wealth, LLC | 0.60% | Reduce -5.2% | 91,900 | $4.7M |
| Allworth Financial LP | 0.02% | Reduce -7.0% | 89,884 | $4.6M |
| FSB Premier Wealth Management, Inc. | 1.48% | Reduce -0.7% | 88,759 | $4.5M |
| Mgo One Seven LLC | 0.10% | Reduce -0.1% | 88,012 | $4.5M |
| Prestige Wealth Management Group LLC | 0.85% | Reduce -5.1% | 86,849 | $4.4M |
| Country Trust Bank | 0.10% | Add +0.7% | 85,628 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +18.8% | 81,804 | $4.1M |
| Magnus Financial Group LLC | 0.33% | Reduce -13.5% | 81,722 | $4.1M |
| Foster & Motley Inc. | 0.22% | Add +41.7% | 81,625 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.36% | Add +2.4% | 81,342 | $4.1M |
| Blackhawk Capital Partners, LLC | 1.52% | Add +5.0% | 76,941 | $3.9M |
| MML Investors Services, LLC | 0.01% | Reduce -32.0% | 76,453 | $3.9M |
| Mariner, LLC | 0.00% | Add +3.3% | 74,491 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.7% | 72,108 | $3.7M |
| EdgeRock Capital LLC | 1.01% | Add +6.8% | 71,242 | $3.6M |
| Advance Capital Management, Inc. | 0.15% | Reduce -15.8% | 69,289 | $3.5M |
| Westside Investment Management, Inc. | 0.56% | Add +0.7% | 68,859 | $3.5M |
| Investment Planning Advisors, Inc. | 1.07% | Add +15.6% | 67,294 | $3.4M |
| Inspirion Wealth Advisors, LLC | 0.45% | Add +7.2% | 62,223 | $3.2M |
| Prospera Financial Services Inc | 0.05% | Reduce -7.6% | 56,812 | $2.9M |
| Landmark Wealth Management, LLC | 1.14% | Add +20.4% | 56,662 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +3.8% | 56,041 | $2.8M |
| Waverly Advisors, LLC | 0.03% | No change | 54,920 | $2.8M |
| Uniting Wealth Partners, LLC | 0.65% | New | 53,911 | $2.7M |
| WealthCare Investment Partners, LLC | 0.89% | Add +6.4% | 53,777 | $2.7M |
| Sentinel Pension Advisors, LLC | 0.43% | Reduce -4.7% | 53,472 | $2.7M |
| Creative Planning | 0.00% | Reduce -36.1% | 52,672 | $2.7M |
| Main Line Retirement Advisors, LLC | 1.35% | Reduce -0.5% | 51,874 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.14% | Add +1.8% | 51,516 | $2.6M |
| Golden State Wealth Management, LLC | 0.29% | Reduce -0.8% | 51,323 | $2.6M |
| D.A. Davidson & Co. | 0.02% | Add +4.5% | 48,452 | $2.5M |
| ABLE Financial Group, LLC | 0.52% | Reduce -28.6% | 47,578 | $2.4M |
| Gateway Wealth Partners, LLC | 0.32% | New | 47,442 | $2.4M |
| Seascape Capital Management | 0.69% | Add +110.0% | 47,250 | $2.4M |
| Jane Street Group, LLC | 0.00% | Reduce -86.6% | 46,559 | $2.4M |
| HFG Wealth Management, LLC | 1.25% | Reduce -3.5% | 45,237 | $2.3M |
| Per Stirling Capital Management, LLC. | 0.26% | Add +0.7% | 42,196 | $2.1M |
| Western Wealth Management, LLC | 0.11% | Reduce -10.2% | 41,156 | $2.1M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -25.2% | 40,307 | $2.0M |
| Keystone Financial Group | 0.16% | Reduce -11.4% | 39,975 | $2.0M |
| Heck Capital Advisors, LLC | 0.15% | Add +1.6% | 39,076 | $2.0M |
| Modern Wealth Management, LLC | 0.04% | Reduce -10.1% | 37,620 | $1.9M |
| Weitzel Financial Services, Inc. | 0.77% | Reduce -18.2% | 37,042 | $1.9M |
| Cypress Capital Group | 0.22% | Add +5.0% | 36,900 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -7.5% | 34,734 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -9.4% | 34,971 | $1.8M |
| Hedeker Wealth, LLC | 0.37% | Add +6.9% | 34,718 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.2% | 33,942 | $1.7M |
| Elevation Point Wealth Partners, LLC | 0.12% | New | 33,896 | $1.7M |
| Visionary Wealth Advisors | 0.08% | Reduce -50.9% | 33,280 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +260.9% | 33,093 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +31.7% | 32,968 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +5.1% | 32,575 | $1.7M |
| Traction Financial Partners, LLC | 0.99% | Reduce -6.5% | 31,778 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.4% | 31,498 | $1.6M |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.