FIRST TRUST MANAGED MUNICIPA (FMB) Institutional Ownership Changes & 13F Activity

FIRST TRUST MANAGED MUNICIPA (FMB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Osaic Holdings, Inc., Logan Stone Capital, Llc, Jane Street Group, Llc, and Jones Financial Companies Lllp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcBuy+25,824+124.7%46,527$2.39MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-16,778-27.4%44,542$2.29MQ2 2026Sep 02, 2026
Rehmann Capital Advisory GroupSell-599-6.7%8,312$426.97KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcBuy+4,8494,849$249.09KQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoBuy+1,604+5.9%28,816$1.48MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+6,9966,996$359.35KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+2,676+2.9%96,313$4.95MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-250-90.6%26$1.35KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-301,317-12.4%2,127,424$109.28MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+125,875+16.0%911,907$46.84MQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+65,955+153.0%109,061$5.60MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-57,186-62.3%34,600$1.78MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+50,199+22.4%273,980$14.06MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+32,392+2.6%1,256,709$64.55MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+31,319+1.5%2,078,113$106.75MQ2 2026Aug 14, 2026
Thrivent Financial For LutheransBuy+27,751+17.4%186,856$9.60MQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+26,773+6.4%443,110$22.76MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+19,440+402.8%24,266$1.25MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+15,46815,468$794.55KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+15,30415,304$786.13KQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+13,82813,828$710.00KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+8,7578,757$449.82KQ2 2026Aug 14, 2026
Frisch Financial Group, Inc.Buy+8,207+3.7%228,347$11.73MQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Sell-7,607-11.2%60,230$3.09MQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-7,541-17.1%36,430$1.87MQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+4,627+12.2%42,479$2.18MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+4,167+32.8%16,862$866.15KQ2 2026Aug 14, 2026
Fi3 Financial Advisors, LlcBuy+4,084+70.9%9,845$560.13KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+3,9423,942$202.51KQ2 2026Aug 14, 2026
Jpl Wealth Management, LlcBuy+3,8973,897$200.20KQ2 2026Aug 14, 2026
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Frequently asked questions about FMB activity

  • Which institutional owners are buying FMB?

    Institutional owners buying FMB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FMB activity?

    "Buy" means an investor increased their reported position in FMB compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MANAGED MUNICIPA (FMB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FMB increasing?

    Institutional interest in FMB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.