FMB Institutional Ownership & Shareholders
FIRST TRUST MANAGED MUNICIPA (FMB) is currently held by 308 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.55B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $172.78M, representing an estimated loss of -3.79% 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
308
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
24
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 | $172,778,498 | -$6,807,702 | -3.79% | |
| Lpl Financial Llc | 0.03% | 2,423,152 | $124,470,535 | $119,752,172 | -$4,718,363 | -3.79% | |
| Wells Fargo & Company/Mn | 0.02% | 2,127,424 | $109,279,804 | $105,137,294 | -$4,142,510 | -3.79% | |
| Bank Of America Corp | 0.01% | 2,078,113 | $106,746,444 | $102,700,344 | -$4,046,100 | -3.79% | |
| Ubs Group Ag | 0.02% | 1,891,649 | $97,168,334 | $93,485,294 | -$3,683,040 | -3.79% | |
| Raymond James Financial Inc | 0.02% | 1,256,709 | $64,553,604 | $62,106,559 | -$2,447,045 | -3.79% | |
| Osaic Holdings, Inc. | 0.06% | 911,907 | $46,843,691 | $45,066,444 | -$1,777,247 | -3.79% | |
| Avantax Planning Partners, Inc. | 1.07% | 837,252 | $43,007,291 | $41,376,994 | -$1,630,297 | -3.79% | |
| Onedigital Investment Advisors Llc | 0.34% | 782,447 | $40,192,130 | $38,668,531 | -$1,523,599 | -3.79% | |
| Janney Montgomery Scott Llc | 0.05% | 519,985 | $26,710,000 | $25,697,659 | -$1,012,341 | -3.79% | |
| Newedge Advisors, Llc | 0.08% | 497,684 | $25,564,609 | $24,595,543 | -$969,066 | -3.79% | |
| Royal Bank Of Canada | 0.00% | 443,110 | $22,761,000 | $21,898,496 | -$862,504 | -3.79% | |
| Cetera Investment Advisers | 0.02% | 396,678 | $20,376,278 | $19,603,827 | -$772,451 | -3.79% | |
| Truist Financial Corp | 0.02% | 408,614 | $19,556,248 | $20,193,704 | +$637,456 | +3.26% | |
| Rmr Wealth Builders | 1.05% | 377,337 | $18,059,365 | $18,647,995 | +$588,630 | +3.26% | |
| Envestnet Asset Management Inc | 0.00% | 345,208 | $17,732,366 | $17,060,179 | -$672,187 | -3.79% | |
| Commonwealth Equity Services, Llc | 0.02% | 369,225 | $17,671,132 | $18,247,100 | +$575,968 | +3.26% | |
| Rockefeller Capital Management L.P. | 0.03% | 323,763 | $16,630,814 | $16,000,367 | -$630,447 | -3.79% | |
| Stifel Financial Corp | 0.01% | 298,518 | $15,334,005 | $14,752,760 | -$581,245 | -3.79% | |
| Jones Financial Companies Lllp | 0.01% | 273,980 | $14,064,761 | $13,540,092 | -$524,669 | -3.73% | |
| Composition Wealth, Llc | 0.15% | 251,295 | $12,908,315 | $12,418,999 | -$489,316 | -3.79% | |
| Wealthspire Advisors, Llc | 0.07% | 245,248 | $12,597,728 | $12,120,156 | -$477,572 | -3.79% | |
| True Blue Financial, Llc | 4.59% | 259,546 | $12,421,861 | $12,826,763 | +$404,902 | +3.26% | |
| Gm Advisory Group, Llc | 0.47% | 240,580 | $12,187,759 | $11,889,464 | -$298,295 | -2.45% | |
| Frisch Financial Group, Inc. | 2.01% | 228,347 | $11,729,570 | $11,284,909 | -$444,661 | -3.79% | |
| Xml Financial, Llc | 0.73% | 212,746 | $10,182,026 | $10,513,907 | +$331,881 | +3.26% | |
| Thrivent Financial For Lutherans | 0.02% | 186,856 | $9,599,000 | $9,234,424 | -$364,576 | -3.80% | |
| Vise Technologies, Inc. | 0.08% | 198,683 | $9,508,954 | $9,818,914 | +$309,960 | +3.26% | |
| Motco | 0.81% | 185,023 | $9,504,113 | $9,143,837 | -$360,276 | -3.79% | |
| Bank Of New York Mellon Corp | 0.00% | 184,281 | $9,466,025 | $9,107,167 | -$358,858 | -3.79% | |
| Kestra Advisory Services, Llc | 0.02% | 178,128 | $8,525,210 | $8,803,086 | +$277,876 | +3.26% | |
| First Heartland Consultants, Inc. | 0.56% | 177,140 | $8,477,920 | $8,754,259 | +$276,339 | +3.26% | |
| Foster & Motley Inc | 0.36% | 152,469 | $7,832,000 | $7,535,018 | -$296,982 | -3.79% | |
| Ern Financial, Llc | 1.24% | 159,274 | $7,622,852 | $7,871,321 | +$248,469 | +3.26% | |
| Bcgm Wealth Management, Llc | 1.61% | 147,834 | $7,593,810 | $7,305,956 | -$287,854 | -3.79% | |
| Citigroup Inc | 0.00% | 147,830 | $7,593,613 | $7,305,759 | -$287,854 | -3.79% | |
| Journey Strategic Wealth Llc | 0.18% | 146,105 | $7,401,665 | $7,220,509 | -$181,156 | -2.45% | |
| Focus Partners Advisor Solutions, Llc | 0.06% | 134,362 | $6,901,836 | $6,640,170 | -$261,666 | -3.79% | |
| Sequoia Financial Advisors | 0.03% | 134,195 | $6,893,209 | $6,631,917 | -$261,292 | -3.79% | |
| Highpoint Advisor Group Llc | 0.24% | 130,420 | $6,699,323 | $6,445,356 | -$253,967 | -3.79% | |
| Jpmorgan Chase & Co | 0.00% | 127,378 | $6,547,272 | $6,295,021 | -$252,251 | -3.85% | |
| Cwm, Llc | 0.02% | 123,047 | $6,233,567 | $6,080,983 | -$152,584 | -2.45% | |
| Blackhawk Capital Partners, Llc | 1.95% | 115,918 | $5,954,378 | $5,728,668 | -$225,710 | -3.79% | |
| Mml Investors Services, Llc | 0.01% | 113,429 | $5,826,533 | $5,605,661 | -$220,872 | -3.79% | |
| Arax Advisory Partners | 0.04% | 111,229 | $5,713,507 | $5,496,937 | -$216,570 | -3.79% | |
| Logan Stone Capital, Llc | 1.18% | 109,061 | $5,602,158 | $5,389,795 | -$212,363 | -3.79% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 108,351 | $5,565,663 | $5,354,706 | -$210,957 | -3.79% | |
| Private Advisor Group, Llc | 0.02% | 105,378 | $5,412,963 | $5,207,781 | -$205,182 | -3.79% | |
| Sanctuary Advisors, Llc | 0.02% | 104,206 | $5,352,779 | $5,149,861 | -$202,918 | -3.79% | |
| Cwa Asset Management Group, Llc | 0.16% | 111,528 | $5,337,715 | $5,511,714 | +$173,999 | +3.26% |
Frequently asked questions about FMB
Who are the largest institutional holders of FMB?
The largest institutional holders of FMB reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Bank Of America Corp, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported FMB position.
What is FMB institutional ownership?
This page tracks FMB positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST MANAGED MUNICIPA (FMB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMB?
InsiderSet currently tracks 308 institutional managers reporting FMB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FMB shareholders.
How much FMB stock do institutions own?
Institutional investment managers disclosed approximately $1.55B in FMB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMB institutional ownership last updated?
The latest FMB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FMB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FMB position after the reporting date.
Are institutions buying or selling FMB?
Institutional buying and selling can be analyzed by comparing FMB positions across consecutive 13F reporting periods. InsiderSet's FMB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMB ownership changes.
How has FMB institutional ownership changed over time?
InsiderSet tracks FMB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.