FMB Institutional Ownership
First Trust Managed Municipal ETF
1W: -0.1%
1M: -3.3%
3M: -6.6%
YTD: -5.6%
1Y: -4.2%
3Y: +5.8%
5Y: -4.1%
$48.06
-0.09 (-0.19%)
Weekly Expected Move ±0.9%
$47
$48
$48
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — FMB
322
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
32
New Positions
137
Increased
102
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (344 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,496,125 | 168M | +155,906 | +4.7% | 42Q | SEC ↗ |
| 2 | LPL Financial LLC | 2,423,152 | 116M | +94,492 | +4.1% | 45Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 2,127,424 | 102M | -301,317 | -12.4% | 41Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 2,078,113 | 100M | +31,319 | +1.5% | 15Q | SEC ↗ |
| 5 | UBS Group AG | 1,891,649 | 91M | -12,446 | -0.7% | 38Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 1,256,709 | 60M | +32,392 | +2.6% | 7Q | SEC ↗ |
| 7 | OSAIC HOLDINGS, INC. | 911,907 | 44M | +125,875 | +16.0% | 26Q | SEC ↗ |
| 8 | Avantax Planning Partners, Inc. | 837,252 | 40M | -5,655 | -0.7% | 26Q | SEC ↗ |
| 9 | OneDigital Investment Advisors LLC | 782,447 | 38M | +38,020 | +5.1% | 31Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 519,985 | 25M | +51,623 | +11.0% | 32Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 497,684 | 24M | +68,875 | +16.1% | 32Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 443,110 | 21M | +26,773 | +6.4% | 48Q | SEC ↗ |
| 13 | TRUIST FINANCIAL CORP | 428,848 | 21M | -1,566 | -0.4% | 27Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 396,678 | 19M | -21,422 | -5.1% | 36Q | SEC ↗ |
| 15 | RMR Wealth Builders | 351,741 | 17M | +18,691 | +5.6% | 19Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 349,602 | 17M | +1,456 | +0.4% | 35Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 345,208 | 17M | +21,260 | +6.6% | 31Q | SEC ↗ |
| 18 | Cambridge Investment Research Advisors | 331,431 | 16M | +30,959 | +10.3% | 21Q | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 323,763 | 16M | +5,731 | +1.8% | 26Q | SEC ↗ |
| 20 | STIFEL FINANCIAL CORP | 298,518 | 14M | +848 | +0.3% | 29Q | SEC ↗ |
| 21 | True Blue Financial, LLC | 281,978 | 14M | +12,550 | +4.7% | 3Q | SEC ↗ |
| 22 | JONES FINANCIAL COMPANIES LLLP | 273,980 | 13M | +50,199 | +22.4% | 9Q | SEC ↗ |
| 23 | Composition Wealth, LLC | 251,295 | 12M | -2,651 | -1.0% | 19Q | SEC ↗ |
| 24 | Wealthspire Advisors, LLC NEW | 245,248 | 12M | — | +0.0% | 1Q | SEC ↗ |
| 25 | GM Advisory Group, LLC | 240,580 | 12M | -4,319 | -1.8% | 14Q | SEC ↗ |
| 26 | Frisch Financial Group, Inc. | 228,347 | 11M | +8,207 | +3.7% | 31Q | SEC ↗ |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 209,609 | 10M | -13,943 | -6.2% | 31Q | SEC ↗ |
| 28 | Thrivent Financial for Lutherans | 186,856 | 9M | +27,751 | +17.4% | 11Q | SEC ↗ |
| 29 | MOTCO | 185,023 | 9M | — | +0.0% | 22Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 184,281 | 9M | -1,428 | -0.8% | 12Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 179,008 | 9M | +890 | +0.5% | 40Q | SEC ↗ |
| 32 | Vise Technologies, Inc. NEW | 169,893 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 164,013 | 8M | +12,049 | +7.9% | 24Q | SEC ↗ |
| 34 | First Heartland Consultants, Inc. | 158,769 | 8M | +13,623 | +9.4% | 41Q | SEC ↗ |
| 35 | ERn Financial, LLC | 152,769 | 7M | +496 | +0.3% | 31Q | SEC ↗ |
| 36 | FOSTER & MOTLEY INC | 152,469 | 7M | +25,032 | +19.6% | 22Q | SEC ↗ |
| 37 | BCGM Wealth Management, LLC | 147,834 | 7M | +9,814 | +7.1% | 23Q | SEC ↗ |
| 38 | CITIGROUP INC | 147,830 | 7M | -3,918 | -2.6% | 30Q | SEC ↗ |
| 39 | JOURNEY STRATEGIC WEALTH LLC | 146,105 | 7M | +5,032 | +3.6% | 16Q | SEC ↗ |
| 40 | Focus Partners Advisor Solutions, LLC | 134,362 | 6M | -1,097 | -0.8% | 2Q | SEC ↗ |
| 41 | Sequoia Financial Advisors, LLC | 134,195 | 6M | -6,925 | -4.9% | 19Q | SEC ↗ |
| 42 | HighPoint Advisor Group LLC | 130,420 | 6M | -3,457 | -2.6% | 3Q | SEC ↗ |
| 43 | JPMORGAN CHASE & CO | 127,378 | 6M | +33,022 | +35.0% | 13Q | SEC ↗ |
| 44 | CWA Asset Management Group, LLC | 127,174 | 6M | +425 | +0.3% | 8Q | SEC ↗ |
| 45 | CWM, LLC | 123,047 | 6M | -9,015 | -6.8% | 18Q | SEC ↗ |
| 46 | Blackhawk Capital Partners, LLC | 115,918 | 6M | +1,785 | +1.6% | 14Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 113,429 | 5M | +20,670 | +22.3% | 36Q | SEC ↗ |
| 48 | Arax Advisory Partners | 111,229 | 5M | +37,137 | +50.1% | 3Q | SEC ↗ |
| 49 | Logan Stone Capital, LLC | 109,061 | 5M | +65,955 | +153.0% | 2Q | SEC ↗ |
| 50 | Steward Partners Investment Advisory, | 108,351 | 5M | -359 | -0.3% | 30Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 245,248 | 12M |
| Vise Technologies, Inc. | 169,893 | 8M |
| VAQUERO PRIVATE WEALTH, LTD | 62,463 | 3M |
| Elequin Capital, LP | 58,398 | 3M |
| Midwest Financial Group LLC | 42,306 | 2M |
| GatePass Capital, LLC | 38,438 | 2M |
| Global Retirement Partners, LLC | 23,105 | 1M |
| CHIRON CAPITAL MANAGEMENT, LLC | 20,467 | 984K |
| CARY STREET PARTNERS FINANCIAL LLC | 17,768 | 854K |
| GOLDMAN SACHS GROUP INC | 15,468 | 743K |
| IFG Advisory, LLC | 15,304 | 736K |
| White Wing Wealth Management | 13,909 | 668K |
| NATIXIS ADVISORS, LLC | 13,828 | 665K |
| Worth Financial Advisory Group, LLC | 9,342 | 449K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 8,757 | 421K |
| Stonebridge Financial Group, LLC/CA | 7,943 | 382K |
| NAPLES GLOBAL ADVISORS, LLC | 7,900 | 380K |
| LexAurum Advisors, LLC | 7,234 | 348K |
| Beacon Pointe Advisors, LLC | 6,996 | 336K |
| J.W. COLE ADVISORS, INC. | 6,156 | 296K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TrueWealth Financial Partners | 248,749 | 12M |
| Independent Advisor Alliance | 234,268 | 11M |
| SteelPeak Wealth, LLC | 39,469 | 2M |
| Tower Research Capital LLC (TRC) | 29,034 | 1M |
| Atria Investments, Inc | 21,869 | 1M |
| UBS AM, a distinct business unit of | 14,498 | 697K |
| Security Financial Services, INC. | 13,515 | 650K |
| FOUNDERS FINANCIAL SECURITIES LLC | 9,212 | 443K |
| OLD MISSION CAPITAL LLC | 9,042 | 435K |
| FIRST HORIZON CORP | 9,000 | 433K |
| Bison Wealth, LLC | 8,201 | 394K |
| Ruggiero Investments, Inc. | 7,602 | 365K |
| VestGen Advisors, LLC | 6,324 | 304K |
| SeaCrest Wealth Management, LLC | 5,711 | 274K |
| StoneX Group Inc. | 5,618 | 270K |
| Financial Engines Advisors L.L.C. | 4,877 | 234K |
| Quantinno Capital Management LP | 4,683 | 225K |
| HBW ADVISORY SERVICES LLC | 4,537 | 218K |
| Clarity Capital Advisors, LLC | 3,997 | 192K |
| PCG Wealth Advisors, LLC | 3,952 | 190K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +155,906 | +4.7% | 3,496,125 |
| OSAIC HOLDINGS, INC. | +125,875 | +16.0% | 911,907 |
| LPL Financial LLC | +94,492 | +4.1% | 2,423,152 |
| NewEdge Advisors, LLC | +68,875 | +16.1% | 497,684 |
| Logan Stone Capital, LLC | +65,955 | +153.0% | 109,061 |
| Janney Montgomery Scott LLC | +51,623 | +11.0% | 519,985 |
| JONES FINANCIAL COMPANIES LLLP | +50,199 | +22.4% | 273,980 |
| OneDigital Investment Advisors LLC | +38,020 | +5.1% | 782,447 |
| Arax Advisory Partners | +37,137 | +50.1% | 111,229 |
| JPMORGAN CHASE & CO | +33,022 | +35.0% | 127,378 |
| RAYMOND JAMES FINANCIAL INC | +32,392 | +2.6% | 1,256,709 |
| BANK OF AMERICA CORP /DE | +31,319 | +1.5% | 2,078,113 |
| Cambridge Investment Research Advis | +30,959 | +10.3% | 331,431 |
| Thrivent Financial for Lutherans | +27,751 | +17.4% | 186,856 |
| ROYAL BANK OF CANADA | +26,773 | +6.4% | 443,110 |
| Integrated Wealth Concepts LLC | +25,824 | +124.7% | 46,527 |
| FOSTER & MOTLEY INC | +25,032 | +19.6% | 152,469 |
| ENVESTNET ASSET MANAGEMENT INC | +21,260 | +6.6% | 345,208 |
| MML INVESTORS SERVICES, LLC | +20,670 | +22.3% | 113,429 |
| FIDUCIARY FINANCIAL ADVISORS | +19,640 | +407.0% | 24,466 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -301,317 | -12.4% | 2,127,424 |
| Summit Financial, LLC | -86,087 | -88.9% | 10,797 |
| JANE STREET GROUP, LLC | -57,186 | -62.3% | 34,600 |
| HFG Wealth Management, LLC | -30,909 | -75.3% | 10,163 |
| Gateway Wealth Partners, LLC | -29,476 | -30.2% | 68,048 |
| LAKE STREET PRIVATE WEALTH, LLC | -27,000 | -32.3% | 56,500 |
| Cetera Investment Advisers | -21,422 | -5.1% | 396,678 |
| Merit Financial Group, LLC | -21,154 | -57.0% | 15,971 |
| CITADEL ADVISORS LLC | -16,778 | -27.4% | 44,542 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -13,943 | -6.2% | 209,609 |
| UBS Group AG | -12,446 | -0.7% | 1,891,649 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -9,024 | -13.6% | 57,269 |
| CWM, LLC | -9,015 | -6.8% | 123,047 |
| Creative Planning | -8,408 | -20.9% | 31,742 |
| Patriot Financial Group Insurance A | -7,782 | -50.0% | 7,782 |
| Per Stirling Capital Management, LL | -7,607 | -11.2% | 60,230 |
| Western Wealth Management, LLC | -7,541 | -17.1% | 36,430 |
| EdgeRock Capital LLC | -7,391 | -9.7% | 68,971 |
| Sequoia Financial Advisors, LLC | -6,925 | -4.9% | 134,195 |
| FIFTH THIRD BANCORP | -6,219 | -7.2% | 80,705 |