First Trust Managed MunicipaFMBETF
13F holders, Q1 2026 (March 31)298holders −10
17new positions
23sold out
1famous investor
$50.67avg. 13F price*
At the end of Q1 2026, 298 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 10 from Q4 2025. 17 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($169.2M), Wells Fargo & Company ($123.0M) 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $28.2M |
| Exits | 23 | $23.3M |
All 13F filers, Q4 2025 → Q1 2026: 2,718,350 shares bought and 1,895,508 shares sold, net +822,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| Morgan Stanley | 0.01% | Add +13.4% | 3,340,219 | $169.2M |
| Wells Fargo & Company | 0.02% | Add +1.3% | 2,428,741 | $123.0M |
| LPL Financial LLC | 0.03% | Add +0.9% | 2,328,660 | $118.0M |
| Bank of America Corp. | 0.01% | Add +12.2% | 2,046,794 | $103.7M |
| UBS Group AG | 0.02% | Add +3.6% | 1,904,095 | $96.5M |
| Raymond James Financial Inc. | 0.02% | Add +2.8% | 1,224,317 | $62.0M |
| Avantax Planning Partners, Inc. | 1.17% | Reduce -1.3% | 842,907 | $42.7M |
| Osaic Holdings, Inc. | 0.06% | Reduce -1.5% | 786,032 | $39.8M |
| OneDigital Investment Advisors LLC | 0.37% | Add +28.6% | 744,427 | $37.7M |
| Janney Montgomery Scott LLC | 0.06% | Add +11.3% | 468,362 | $23.7M |
| Truist Financial Corp. | 0.03% | Add +4.7% | 430,414 | $22.4M |
| NewEdge Advisors, LLC | 0.08% | Add +5.7% | 428,809 | $21.7M |
| Cetera Investment Advisers | 0.02% | Add +2.1% | 418,100 | $21.2M |
| Royal Bank of Canada | 0.00% | Reduce -9.6% | 416,337 | $21.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.6% | 348,146 | $17.6M |
| RMR Wealth Builders | 1.33% | Add +5.5% | 333,050 | $16.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +8.3% | 323,948 | $16.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.5% | 318,032 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +31.9% | 300,472 | $15.2M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 297,670 | $15.1M |
| True Blue Financial, LLC | 10.76% | Add +8.7% | 269,428 | $13.6M |
| Composition Wealth, LLC | 0.18% | Reduce -78.2% | 253,946 | $12.9M |
| GM Advisory Group, LLC | 0.47% | Reduce -1.8% | 240,580 | $12.2M |
| Independent Advisor Alliance | 0.13% | New | 234,268 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.0% | 223,552 | $11.3M |
| Jones Financial Companies LLLP | 0.01% | Add +25.1% | 223,781 | $11.3M |
| Frisch Financial Group, Inc. | 2.33% | Reduce -25.7% | 220,140 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 185,709 | $9.4M |
| Motco | 0.87% | Reduce -0.1% | 185,023 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Add +168.2% | 178,118 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +7.8% | 159,105 | $8.1M |
| ERn Financial, LLC | 1.45% | Reduce -4.1% | 152,273 | $7.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.0% | 151,964 | $7.7M |
| Citigroup Inc. | 0.00% | Reduce -19.1% | 151,748 | $7.7M |
| Journey Strategic Wealth LLC | 0.18% | Add +3.6% | 146,105 | $7.4M |
| First Heartland Consultants, Inc. | 0.56% | Add +11.4% | 145,146 | $7.4M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -9.2% | 141,120 | $7.1M |
| BCGM Wealth Management, LLC | 1.76% | Add +13.4% | 138,020 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.07% | New | 135,459 | $6.9M |
| HighPoint Advisor Group LLC | 0.28% | Reduce -10.8% | 133,877 | $6.8M |
| Foster & Motley Inc. | 0.33% | Add +17.0% | 127,437 | $6.5M |
| CWA Asset Management Group, LLC | 0.22% | Reduce -5.3% | 126,749 | $6.4M |
| Cwm, LLC | 0.02% | Reduce -6.8% | 123,047 | $6.2M |
| Blackhawk Capital Partners, LLC | 2.12% | Add +53.1% | 114,133 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +173.5% | 108,710 | $5.5M |
| Private Advisor Group, LLC | 0.03% | Add +5.9% | 108,429 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -0.5% | 103,233 | $5.2M |
| Brady Martz Wealth Solutions, LLC | 0.86% | Reduce -0.3% | 100,042 | $5.1M |
| Gateway Wealth Partners, LLC | 0.19% | Add +97.5% | 97,524 | $4.9M |
| Summit Financial, LLC | 0.06% | Reduce -2.6% | 96,884 | $4.9M |
| Mgo One Seven LLC | 0.10% | Add +12.0% | 96,740 | $4.9M |
| Equitable Holdings, Inc. | 0.03% | Add +10.7% | 93,637 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.3% | 94,356 | $4.8M |
| MML Investors Services, LLC | 0.01% | Reduce -12.7% | 92,759 | $4.7M |
| Jane Street Group, LLC | 0.01% | Reduce -54.1% | 91,786 | $4.6M |
| Allworth Financial LP | 0.02% | Add +5.4% | 88,794 | $4.5M |
| FSB Premier Wealth Management, Inc. | 1.38% | Add +3.7% | 87,194 | $4.4M |
| Fifth Third Bancorp | 0.01% | Add +3413.5% | 86,924 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.40% | Add +4.1% | 86,698 | $4.4M |
| Country Trust Bank | 0.08% | Add +7.1% | 84,887 | $4.3M |
| Magnus Financial Group LLC | 0.35% | Reduce -0.3% | 84,022 | $4.3M |
| Prestige Wealth Management Group LLC | 0.83% | Add +13.1% | 83,712 | $4.2M |
| Lake Street Private Wealth, LLC | 0.54% | Reduce -7.4% | 83,500 | $4.2M |
| Advance Capital Management, Inc. | 0.16% | Add +27.7% | 82,571 | $4.2M |
| Investment Planning Advisors, Inc. | 1.07% | Add +2.3% | 76,795 | $3.9M |
| EdgeRock Capital LLC | 1.05% | Add +5.2% | 76,362 | $3.9M |
| Uniting Wealth Partners, LLC | 0.81% | New | 74,667 | $3.8M |
| Arax Advisory Partners | 0.11% | Add +11.6% | 74,092 | $3.8M |
| Westside Investment Management, Inc. | 0.57% | Add +6.9% | 72,959 | $3.7M |
| Per Stirling Capital Management, LLC. | 0.38% | Add +6.4% | 67,837 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -1.8% | 67,481 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +246.0% | 66,293 | $3.4M |
| Landmark Wealth Management, LLC | 0.90% | Add +16.4% | 66,475 | $3.4M |
| Mutual Advisors, LLC | 0.07% | Add +9.0% | 66,394 | $3.4M |
| Seascape Capital Management | 0.94% | No change | 64,250 | $3.3M |
| Arkansas Financial Group, Inc. | 0.45% | Reduce -2.1% | 63,546 | $3.2M |
| Waverly Advisors, LLC | 0.02% | Add +35.0% | 63,519 | $3.2M |
| Hedeker Wealth, LLC | 0.67% | Add +183.3% | 62,644 | $3.2M |
| Citadel Advisors | 0.00% | Add +46.1% | 61,320 | $3.1M |
| WealthCare Investment Partners, LLC | 0.82% | Add +3.5% | 58,435 | $3.0M |
| Capital Financial Group Inc\co\ | 1.57% | Add +1.0% | 56,520 | $2.9M |
| Prospera Financial Services Inc | 0.05% | Add +3.8% | 56,034 | $2.8M |
| Clearwater Capital Advisors, LLC | 0.22% | Reduce -1.1% | 54,627 | $2.8M |
| Inspirion Wealth Advisors, LLC | 0.33% | Reduce -8.0% | 51,938 | $2.6M |
| Pine Valley Investments Ltd Liability Co | 0.13% | Add +6.2% | 51,661 | $2.6M |
| ABLE Financial Group, LLC | 0.51% | Add +2.3% | 51,312 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.38% | Reduce -5.4% | 51,038 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +22.6% | 49,033 | $2.5M |
| Harbour Investments, Inc. | 0.04% | Add +60.9% | 46,237 | $2.3M |
| Golden State Wealth Management, LLC | 0.25% | Reduce -12.5% | 44,925 | $2.3M |
| Arwa LLC | 1.10% | Add +233.7% | 43,532 | $2.2M |
| Western Wealth Management, LLC | 0.08% | Add +9.8% | 43,971 | $2.2M |
| Logan Stone Capital, LLC | 0.61% | New | 43,106 | $2.2M |
| Heck Capital Advisors, LLC | 0.16% | Add +16.2% | 42,663 | $2.2M |
| HFG Wealth Management, LLC | 1.15% | Add +16.3% | 41,072 | $2.1M |
| Creative Planning | 0.00% | Reduce -3.5% | 40,150 | $2.0M |
| Principal Securities, Inc. | 0.03% | Add +3.3% | 38,041 | $1.9M |
| D.A. Davidson & Co. | 0.01% | Add +7.9% | 37,926 | $1.9M |
| Elevation Point Wealth Partners, LLC | 0.05% | Add +23.9% | 37,852 | $1.9M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +23.9% | 37,852 | $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.