FIRST TRUST MANAGED MUNICIPA (FMB) Institutional Ownership

FMB is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.15M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $7.15M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's FMB position is now estimated to be worth approximately $7.23M, representing an estimated gain of +1.07% since the filing period.

Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward FIRST TRUST MANAGED MUNICIPA (FMB).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$7,149,144141,120
Q4 20251$7,942,692155,328
Q3 20252$9,625,110189,838
Q2 20252$15,701,096315,156
Q1 20252$15,404,910305,518
Q4 20242$16,581,948325,072
Q3 20242$24,642,500474,259
Q2 20242$54,899,4151,075,194
Q1 20242$50,724,4231,094,818
Q4 20232$46,686,1531,121,326
Q3 20231$36,511,290746,958
Q2 20232$37,724,707856,391