First Trust Managed MunicipaFMBETF
13F holders, Q4 2025 (December 31)308holders +25
32new positions
19sold out
1famous investor
$51.13avg. 13F price*
At the end of Q4 2025, 308 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 25 from Q3 2025. 32 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($150.6M), Wells Fargo & Company ($122.7M) and LPL Financial LLC ($118.0M). One famous investor held it 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $37.1M |
| Exits | 19 | $17.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,029,837 shares bought and 1,331,143 shares sold, net +698,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| Morgan Stanley | 0.01% | Reduce -0.7% | 2,945,540 | $150.6M |
| Wells Fargo & Company | 0.02% | Reduce -4.6% | 2,398,698 | $122.7M |
| LPL Financial LLC | 0.03% | Add +8.5% | 2,308,525 | $118.0M |
| UBS Group AG | 0.02% | Add +2.1% | 1,836,968 | $93.9M |
| Bank of America Corp. | 0.01% | Add +4.7% | 1,824,839 | $93.3M |
| Raymond James Financial Inc. | 0.02% | Add +3.8% | 1,190,713 | $60.9M |
| Composition Wealth, LLC | 0.85% | Add +8.7% | 1,163,045 | $59.5M |
| Avantax Planning Partners, Inc. | 1.22% | Reduce -5.1% | 854,387 | $43.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -6.8% | 798,348 | $40.8M |
| OneDigital Investment Advisors LLC | 0.29% | Add +3.6% | 578,623 | $29.6M |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 460,542 | $23.6M |
| Janney Montgomery Scott LLC | 0.05% | Add +12.6% | 420,652 | $21.5M |
| Truist Financial Corp. | 0.03% | Reduce -1.9% | 411,226 | $21.0M |
| Cetera Investment Advisers | 0.02% | Add +2.6% | 409,517 | $20.9M |
| NewEdge Advisors, LLC | 0.08% | Add +20.9% | 405,841 | $20.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.9% | 350,316 | $17.9M |
| RMR Wealth Builders | 1.29% | Reduce -17.4% | 315,693 | $16.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 299,025 | $15.3M |
| Frisch Financial Group, Inc. | 3.40% | Add +2.9% | 296,387 | $15.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +16.3% | 295,844 | $15.1M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 289,924 | $14.8M |
| TrueWealth Financial Partners | 10.50% | New | 248,749 | $12.7M |
| True Blue Financial, LLC | 10.47% | — | 247,969 | $12.7M |
| GM Advisory Group, LLC | 0.49% | Add +12.1% | 244,899 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +7.5% | 227,740 | $11.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.8% | 210,930 | $10.8M |
| Jane Street Group, LLC | 0.01% | Add +329.6% | 200,002 | $10.2M |
| Citigroup Inc. | 0.01% | Add +3.8% | 187,567 | $9.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.5% | 186,168 | $9.5M |
| Motco | 0.86% | Add +1.9% | 185,177 | $9.5M |
| Jones Financial Companies LLLP | 0.01% | Add +38.2% | 178,958 | $9.2M |
| ERn Financial, LLC | 1.53% | Add +6.2% | 158,806 | $8.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -4.7% | 155,328 | $7.9M |
| HighPoint Advisor Group LLC | 0.17% | New | 150,169 | $7.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +17.1% | 147,602 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -8.8% | 144,685 | $7.4M |
| Journey Strategic Wealth LLC | 0.19% | Add +3.6% | 141,073 | $7.2M |
| CWA Asset Management Group, LLC | 0.25% | Reduce -25.5% | 133,812 | $6.8M |
| Cwm, LLC | 0.02% | Add +4.0% | 132,062 | $6.8M |
| First Heartland Consultants, Inc. | 0.50% | Add +11.9% | 130,249 | $6.7M |
| BCGM Wealth Management, LLC | 1.59% | Reduce -2.0% | 121,753 | $6.2M |
| Foster & Motley Inc. | 0.30% | Add +33.4% | 108,922 | $5.6M |
| MML Investors Services, LLC | 0.01% | Add +39.0% | 106,280 | $5.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -1.3% | 103,742 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.1% | 102,380 | $5.2M |
| Brady Martz Wealth Solutions, LLC | 0.90% | Reduce -9.6% | 100,346 | $5.1M |
| Summit Financial, LLC | 0.07% | Add +1.4% | 99,428 | $5.1M |
| Lake Street Private Wealth, LLC | 0.57% | Reduce -1.9% | 90,200 | $4.6M |
| Comerica Bank | 0.02% | Reduce -14.8% | 89,577 | $4.6M |
| Mgo One Seven LLC | 0.09% | Reduce -1.9% | 86,365 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.1% | 86,336 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Add +3.4% | 84,559 | $4.3M |
| Magnus Financial Group LLC | 0.33% | Add +3.2% | 84,306 | $4.3M |
| Allworth Financial LP | 0.02% | Reduce -6.3% | 84,244 | $4.3M |
| FSB Premier Wealth Management, Inc. | 1.36% | Reduce -5.3% | 84,085 | $4.3M |
| Etesian Wealth Advisors, Inc. | 1.34% | Add +2.4% | 83,274 | $4.3M |
| Country Trust Bank | 0.07% | Reduce -7.4% | 79,267 | $4.1M |
| Investment Planning Advisors, Inc. | 1.12% | Add +11.6% | 75,106 | $3.8M |
| Blackhawk Capital Partners, LLC | 1.43% | Reduce -3.1% | 74,552 | $3.8M |
| Prestige Wealth Management Group LLC | 0.72% | Reduce -14.8% | 74,006 | $3.8M |
| EdgeRock Capital LLC | 0.99% | Add +1.9% | 72,601 | $3.7M |
| Mariner, LLC | 0.00% | Reduce -7.8% | 68,701 | $3.5M |
| Westside Investment Management, Inc. | 0.56% | Reduce -0.9% | 68,259 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.9% | 66,408 | $3.4M |
| Arax Advisory Partners | 0.10% | New | 66,383 | $3.4M |
| Arkansas Financial Group, Inc. | 0.48% | Reduce -42.9% | 64,926 | $3.3M |
| Advance Capital Management, Inc. | 0.14% | Reduce -6.7% | 64,676 | $3.3M |
| Seascape Capital Management | 0.93% | Add +36.0% | 64,250 | $3.3M |
| Per Stirling Capital Management, LLC. | 0.37% | Add +51.0% | 63,737 | $3.3M |
| Mutual Advisors, LLC | 0.07% | Add +75.3% | 60,897 | $3.1M |
| Landmark Wealth Management, LLC | 1.12% | Add +0.8% | 57,105 | $2.9M |
| WealthCare Investment Partners, LLC | 0.84% | Add +5.0% | 56,437 | $2.9M |
| Inspirion Wealth Advisors, LLC | 0.35% | Reduce -9.3% | 56,458 | $2.9M |
| Capital Financial Group Inc\co\ | 1.60% | — | 55,950 | $2.9M |
| Clearwater Capital Advisors, LLC | 0.24% | Reduce -1.4% | 55,250 | $2.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -4.9% | 54,006 | $2.8M |
| Sentinel Pension Advisors, LLC | 0.42% | Add +0.9% | 53,944 | $2.8M |
| Golden State Wealth Management, LLC | 0.28% | Add +0.0% | 51,343 | $2.6M |
| ABLE Financial Group, LLC | 0.52% | Add +5.4% | 50,147 | $2.6M |
| Gateway Wealth Partners, LLC | 0.28% | Add +4.1% | 49,379 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.12% | Reduce -5.6% | 48,650 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -14.3% | 47,052 | $2.4M |
| Citadel Advisors | 0.00% | Add +141.4% | 41,965 | $2.1M |
| Creative Planning | 0.00% | Reduce -21.0% | 41,608 | $2.1M |
| Western Wealth Management, LLC | 0.09% | Reduce -2.7% | 40,046 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +22.7% | 39,978 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.1% | 39,752 | $2.0M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -2.1% | 39,469 | $2.0M |
| Keystone Financial Group | 0.14% | Reduce -5.0% | 37,984 | $1.9M |
| Weitzel Financial Services, Inc. | 0.75% | Add +1.6% | 37,648 | $1.9M |
| Principal Securities, Inc. | 0.03% | Add +17.6% | 36,822 | $1.9M |
| Heck Capital Advisors, LLC | 0.14% | Reduce -6.0% | 36,710 | $1.9M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +96.4% | 36,533 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +17.8% | 35,772 | $1.8M |
| HFG Wealth Management, LLC | 1.00% | Reduce -21.9% | 35,330 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -27.4% | 35,155 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +1.1% | 33,331 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.08% | Add +0.3% | 33,198 | $1.7M |
| Sigma Planning Corp | 0.05% | Reduce -8.0% | 32,176 | $1.6M |
| Friday Financial | 0.57% | Add +111.3% | 31,429 | $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.