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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 1 | $7,149,144 | 141,120 |
| Q4 2025 | 1 | $7,942,692 | 155,328 |
| Q3 2025 | 2 | $9,625,110 | 189,838 |
| Q2 2025 | 2 | $15,701,096 | 315,156 |
| Q1 2025 | 2 | $15,404,910 | 305,518 |
| Q4 2024 | 2 | $16,581,948 | 325,072 |
| Q3 2024 | 2 | $24,642,500 | 474,259 |
| Q2 2024 | 2 | $54,899,415 | 1,075,194 |
| Q1 2024 | 2 | $50,724,423 | 1,094,818 |
| Q4 2023 | 2 | $46,686,153 | 1,121,326 |
| Q3 2023 | 1 | $36,511,290 | 746,958 |
| Q2 2023 | 2 | $37,724,707 | 856,391 |
Related FMB Institutional Insights:
- FMB Institutional Ownership & Insiders Activity
- FMB Institutional Ownership & 13F Activity
- FMB Top Institutional Shareholders
- FMB Institutional Buying Activity
- FMB Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- FMB Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings