Who owns First Trust Managed Municipal ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FMB from SEC Form 13F filings across 308 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 308 institutions disclosed 30.6M shares of First Trust Managed Municipal ETF worth $1.57B — about 75% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
308
13F holders
$1.57B
value, 2026 filers
75%
of shares outstanding (30.6M sh)
36
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FMB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.5M | $179.6M | 0.0% | 8.6% | +4.7% |
| 2 | LPL Financial LLC | 2.4M | $124.5M | 0.0% | 5.9% | +4.1% |
| 3 | WELLS FARGO & COMPANY/MN | 2.1M | $109.3M | 0.0% | 5.2% | -12.4% |
| 4 | BANK OF AMERICA CORP /DE/ | 2.1M | $106.7M | 0.0% | 5.1% | +1.5% |
| 5 | UBS Group AG | 1.9M | $97.2M | 0.0% | 4.6% | -0.7% |
| 6 | RAYMOND JAMES FINANCIAL INC | 1.3M | $64.6M | 0.0% | 3.1% | +2.6% |
| 7 | OSAIC HOLDINGS, INC. | 911,907 | $46.8M | 0.1% | 2.2% | +16.0% |
| 8 | Avantax Planning Partners, Inc. | 837,252 | $43.0M | 1.1% | 2.1% | -0.7% |
| 9 | OneDigital Investment Advisors LLC | 782,447 | $40.2M | 0.3% | 1.9% | +5.1% |
| 10 | Janney Montgomery Scott LLC | 519,985 | $26.7M | 0.1% | 1.3% | +11.0% |
| 11 | NewEdge Advisors, LLC | 497,684 | $25.6M | 0.1% | 1.2% | +42.7% |
| 12 | ROYAL BANK OF CANADA | 443,110 | $22.8M | 0.0% | 1.1% | +6.4% |
| 13 | TRUIST FINANCIAL CORP | 428,848 | $22.0M | 0.0% | 1.1% | -0.4% |
| 14 | Cetera Investment Advisers | 396,678 | $20.4M | 0.0% | 1% | -5.1% |
| 15 | RMR Wealth Builders | 351,741 | $18.1M | 1.1% | 0.9% | +5.6% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 349,602 | $18.0M | 0.0% | 0.9% | +0.4% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 345,208 | $17.7M | 0.0% | 0.8% | +6.6% |
| 18 | Cambridge Investment Research Advisors, Inc. | 331,431 | $17.0M | 0.0% | 0.8% | +10.3% |
| 19 | Rockefeller Capital Management L.P. | 323,763 | $16.6M | 0.0% | 0.8% | +1.8% |
| 20 | STIFEL FINANCIAL CORP | 298,518 | $15.3M | 0.0% | 0.7% | +0.3% |
| 21 | True Blue Financial, LLC | 281,978 | $14.5M | 6.1% | 0.7% | +4.7% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 273,980 | $14.1M | 0.0% | 0.7% | +22.4% |
| 23 | Composition Wealth, LLC | 251,295 | $12.9M | 0.2% | 0.6% | -1.0% |
| 24 | Wealthspire Advisors, LLCNEW | 245,248 | $12.6M | 0.1% | 0.6% | new |
| 25 | Frisch Financial Group, Inc. | 228,347 | $11.7M | 2.0% | 0.6% | +3.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.