FIRST TRUST MANAGED MUNICIPA (FMB) Institutional Shareholders
FIRST TRUST MANAGED MUNICIPA (FMB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.55B in FMB holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FMB tracked by InsiderSet, reporting ownership valued at approximately $179.59M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $171.38M, representing an estimated loss of -4.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed FMB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST MANAGED MUNICIPA (FMB).
This page ranks the largest institutional FMB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
304
Total Reported Value
$1.55B
Largest Holder
Morgan Stanley
Largest Position
$179.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,496,125 | $179,586,199 | $171,380,048 | -$8,206,152 | -4.57% | |
| Lpl Financial Llc | 0.03% | 2,423,152 | $124,470,535 | $118,782,911 | -$5,687,624 | -4.57% | |
| Wells Fargo & Company/Mn | 0.02% | 2,127,424 | $109,279,804 | $104,286,324 | -$4,993,480 | -4.57% | |
| Bank Of America Corp | 0.01% | 2,078,113 | $106,746,444 | $101,869,099 | -$4,877,345 | -4.57% | |
| Ubs Group Ag | 0.02% | 1,891,649 | $97,168,334 | $92,728,634 | -$4,439,700 | -4.57% | |
| Raymond James Financial Inc | 0.02% | 1,256,709 | $64,553,604 | $61,603,875 | -$2,949,729 | -4.57% | |
| Osaic Holdings, Inc. | 0.06% | 911,907 | $46,843,691 | $44,701,681 | -$2,142,010 | -4.57% | |
| Avantax Planning Partners, Inc. | 1.07% | 837,252 | $43,007,291 | $41,042,093 | -$1,965,198 | -4.57% | |
| Onedigital Investment Advisors Llc | 0.34% | 782,447 | $40,192,130 | $38,355,552 | -$1,836,578 | -4.57% | |
| Janney Montgomery Scott Llc | 0.05% | 519,985 | $26,710,000 | $25,489,665 | -$1,220,335 | -4.57% | |
| Newedge Advisors, Llc | 0.08% | 497,684 | $25,564,609 | $24,396,470 | -$1,168,139 | -4.57% | |
| Royal Bank Of Canada | 0.00% | 443,110 | $22,761,000 | $21,721,252 | -$1,039,748 | -4.57% | |
| Truist Financial Corp | 0.03% | 428,848 | $22,028,710 | $21,022,129 | -$1,006,581 | -4.57% | |
| Cetera Investment Advisers | 0.02% | 396,678 | $20,376,278 | $19,445,156 | -$931,122 | -4.57% | |
| Rmr Wealth Builders | 1.12% | 351,741 | $18,067,935 | $17,242,344 | -$825,591 | -4.57% | |
| Commonwealth Equity Services, Llc | 0.02% | 349,602 | $17,958,057 | $17,137,490 | -$820,567 | -4.57% | |
| Envestnet Asset Management Inc | 0.00% | 345,208 | $17,732,366 | $16,922,096 | -$810,270 | -4.57% | |
| Rockefeller Capital Management L.P. | 0.03% | 323,763 | $16,630,814 | $15,870,862 | -$759,952 | -4.57% | |
| Stifel Financial Corp | 0.01% | 298,518 | $15,334,005 | $14,633,352 | -$700,653 | -4.57% | |
| True Blue Financial, Llc | 6.11% | 281,978 | $14,484,413 | $13,822,562 | -$661,851 | -4.57% | |
| Jones Financial Companies Lllp | 0.01% | 273,980 | $14,064,761 | $13,430,500 | -$634,261 | -4.51% | |
| Composition Wealth, Llc | 0.15% | 251,295 | $12,908,315 | $12,318,481 | -$589,834 | -4.57% | |
| Wealthspire Advisors, Llc | 0.07% | 245,248 | $12,597,728 | $12,022,057 | -$575,671 | -4.57% | |
| Gm Advisory Group, Llc | 0.47% | 240,580 | $12,187,759 | $11,793,232 | -$394,527 | -3.24% | |
| Frisch Financial Group, Inc. | 2.01% | 228,347 | $11,729,570 | $11,193,570 | -$536,000 | -4.57% | |
| Thrivent Financial For Lutherans | 0.02% | 186,856 | $9,599,000 | $9,159,681 | -$439,319 | -4.58% | |
| Motco | 0.81% | 185,023 | $9,504,113 | $9,069,827 | -$434,286 | -4.57% | |
| Bank Of New York Mellon Corp | 0.00% | 184,281 | $9,466,025 | $9,033,455 | -$432,570 | -4.57% | |
| Vise Technologies, Inc. | 0.10% | 169,893 | $8,726,952 | $8,328,155 | -$398,797 | -4.57% | |
| Kestra Advisory Services, Llc | 0.03% | 164,013 | $8,424,893 | $8,039,917 | -$384,976 | -4.57% | |
| First Heartland Consultants, Inc. | 0.53% | 158,769 | $8,155,519 | $7,782,856 | -$372,663 | -4.57% | |
| Ern Financial, Llc | 1.30% | 152,769 | $7,847,313 | $7,488,736 | -$358,577 | -4.57% | |
| Foster & Motley Inc | 0.36% | 152,469 | $7,832,000 | $7,474,030 | -$357,970 | -4.57% | |
| Bcgm Wealth Management, Llc | 1.61% | 147,834 | $7,593,810 | $7,246,823 | -$346,987 | -4.57% | |
| Citigroup Inc | 0.00% | 147,830 | $7,593,613 | $7,246,627 | -$346,986 | -4.57% | |
| Journey Strategic Wealth Llc | 0.18% | 146,105 | $7,401,665 | $7,162,067 | -$239,598 | -3.24% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 134,362 | $6,901,836 | $6,586,425 | -$315,411 | -4.57% | |
| Sequoia Financial Advisors | 0.03% | 134,195 | $6,893,209 | $6,578,239 | -$314,970 | -4.57% | |
| Highpoint Advisor Group Llc | 0.24% | 130,420 | $6,699,323 | $6,393,188 | -$306,135 | -4.57% | |
| Jpmorgan Chase & Co | 0.00% | 127,378 | $6,547,272 | $6,244,070 | -$303,202 | -4.63% | |
| Cwa Asset Management Group, Llc | 0.20% | 127,174 | $6,532,556 | $6,234,069 | -$298,487 | -4.57% | |
| Cwm, Llc | 0.02% | 123,047 | $6,233,567 | $6,031,764 | -$201,803 | -3.24% | |
| Blackhawk Capital Partners, Llc | 1.95% | 115,918 | $5,954,378 | $5,682,300 | -$272,078 | -4.57% | |
| Mml Investors Services, Llc | 0.01% | 113,429 | $5,826,533 | $5,560,290 | -$266,243 | -4.57% | |
| Arax Advisory Partners | 0.04% | 111,229 | $5,713,507 | $5,452,446 | -$261,061 | -4.57% | |
| Logan Stone Capital, Llc | 1.18% | 109,061 | $5,602,158 | $5,346,170 | -$255,988 | -4.57% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 108,351 | $5,565,663 | $5,311,366 | -$254,297 | -4.57% | |
| Private Advisor Group, Llc | 0.02% | 105,378 | $5,412,963 | $5,165,630 | -$247,333 | -4.57% | |
| Sanctuary Advisors, Llc | 0.02% | 104,206 | $5,352,779 | $5,108,178 | -$244,601 | -4.57% | |
| Mgo One Seven Llc | 0.09% | 100,177 | $5,145,812 | $4,910,677 | -$235,135 | -4.57% |
Frequently asked questions about FMB
Who owns the most FMB stock?
The largest holders of FMB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MANAGED MUNICIPA (FMB).
Is FMB widely held by superinvestors?
Many widely followed stocks like FMB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.