FIRST TRUST MANAGED MUNICIPA FMB
$51.43
+0.1% 52w: $48.06 – $51.43
Latest 13F among current holders filed 37 days ago (Jul 27, 2026)
Price — last 12 months
research preview data48.0649.7551.43
Aug 18, 2025 Jul 2, 2026
Institutional holders
297
-10 QoQ
13F value
$1.52B
+1.5% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FMB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.3M | $169.2M | 0.0% | +13.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4M | $123.0M | 0.0% | +1.3% |
| LPL Financial LLC | Bank broker | 2.3M | $118.0M | 0.0% | +0.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $103.7M | 0.0% | +12.2% |
| UBS Group AG | Bank broker | 1.9M | $96.5M | 0.0% | +3.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.2M | $62.0M | 0.0% | +2.8% |
| Avantax Planning Partners, Inc. | Wealth advisor | 842.9K | $42.7M | 1.2% | -1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 786.0K | $39.8M | 0.1% | -1.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 744.4K | $37.7M | 0.4% | +28.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 468.4K | $23.7M | — | +11.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 430.4K | $22.4M | 0.0% | +4.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 428.8K | $21.7M | 0.1% | +5.7% |
| Cetera Investment Advisers | Wealth advisor | 418.1K | $21.2M | 0.0% | +2.1% |
| ROYAL BANK OF CANADA | Bank broker | 416.3K | $21.1M | 0.0% | -9.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 348.1K | $17.6M | 0.0% | -0.6% |
| RMR Wealth Builders | Wealth advisor | 333.1K | $16.9M | 1.3% | +5.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 323.9K | $16.4M | 0.0% | +8.3% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 318.0K | $16.1M | 0.0% | +7.5% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 300.5K | $15.2M | 0.0% | +31.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 297.7K | $15.1M | 0.0% | +2.7% |
| True Blue Financial, LLC | Wealth advisor | 269.4K | $13.6M | — | +8.7% |
| Composition Wealth, LLC | Wealth advisor | 253.9K | $12.9M | 0.2% | -78.2% |
| GM Advisory Group, LLC | Wealth advisor | 240.6K | $12.2M | 0.5% | -1.8% |
| Independent Advisor Alliance | Wealth advisor | 234.3K | $11.9M | 0.1% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 223.6K | $11.3M | 0.0% | +6.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 223.8K | $11.3M | 0.0% | +25.0% |
| Frisch Financial Group, Inc. | Wealth advisor | 220.1K | $11.2M | 2.3% | -25.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 185.7K | $9.4M | 0.0% | -0.2% |
| MOTCO | Other | 185.0K | $9.4M | 0.9% | -0.1% |
| HighTower Advisors, LLC | Diversified mechanical | 178.1K | $9.0M | 0.0% | +168.2% |
| Thrivent Financial for Lutherans | Diversified mechanical | 159.1K | $8.1M | 0.0% | +7.8% |
| ERn Financial, LLC | Wealth advisor | 152.3K | $7.7M | 1.5% | -4.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 152.0K | $7.7M | 0.0% | +5.0% |
| CITIGROUP INC | Bank broker | 151.7K | $7.7M | 0.0% | -19.1% |
| JOURNEY STRATEGIC WEALTH LLC | Other | 146.1K | $7.4M | 0.2% | +3.6% |
| First Heartland Consultants, Inc. | Wealth advisor | 145.1K | $7.4M | 0.6% | +11.4% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 141.1K | $7.1M | 0.0% | -9.1% |
| BCGM Wealth Management, LLC | Wealth advisor | 138.0K | $7.0M | 1.8% | +13.4% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 135.5K | $6.9M | 0.1% | New |
| HighPoint Advisor Group LLC | Wealth advisor | 133.9K | $6.8M | 0.3% | -10.8% |
| FOSTER & MOTLEY INC | Other | 127.4K | $6.5M | 0.3% | +17.0% |
| CWA Asset Management Group, LLC | Other | 126.7K | $6.4M | 0.2% | -5.3% |
| CWM, LLC | Wealth advisor | 123.0K | $6.2M | 0.0% | -6.8% |
| Blackhawk Capital Partners, LLC | Other | 114.1K | $5.8M | — | +53.1% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 108.7K | $5.5M | 0.0% | +173.5% |
| Private Advisor Group, LLC | Wealth advisor | 108.4K | $5.5M | 0.0% | +5.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 103.2K | $5.2M | 0.0% | -0.5% |
| Brady Martz Wealth Solutions, LLC | Wealth advisor | 100.0K | $5.1M | 0.9% | -0.3% |
| Gateway Wealth Partners, LLC | Wealth advisor | 97.5K | $4.9M | 0.2% | +97.5% |
| Summit Financial, LLC | Wealth advisor | 96.9K | $4.9M | 0.1% | -2.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.