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Get Institutions for : 
First Trust Managed Municipal (FMB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 279    1
Total shares held : 
 28,053,492  
% of shares held : 
 89.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -30  
Amount of shares held : 
 341,086  
% of shares held change : 
   1.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 366,944
 1.31%
 
Increased Positions :
98
 2,733,339
 9.74%
 
Unchanged Positions :
34
 422,543
 1.51%
 
Decreased Positions :
127
-2,252,232
-8.03%
 
Closed Positions :
21
-506,965
-1.81%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 981 - 2024-03-31 2,686,926 $138,001,000 159,083
   LPL FINANCIAL CORP 254 - 2024-03-31 2,453,136 $125,993,000 266,164
   WELLS FARGO & CO/MN 427 - 2024-03-31 2,233,242 $114,699,000 190,777
   BANK OF AMERICA CORP /DE/ 966 - 2024-03-31 1,711,940 $87,925,000 95,388
   UBS Group AG 550 - 2024-03-31 1,615,572 $82,976,000 -150,473
   Sequoia Financial Advisors LLC 30 - 2024-03-31 987,518 $50,719,000 84,095
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 9 - 2024-03-31 961,628 $49,389,000 -67,317
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 314 - 2024-03-31 751,689 $38,607,000 106,443
   Congress Wealth Management LLC / DE / 32 - 2024-03-31 693,046 $35,595,000 17,916
   ROYAL BANK OF CANADA 944 - 2024-03-31 575,672 $29,566,000 -8,718
   H D Vest Advisory Services 63 - 2024-03-31 524,971 $26,963,000 161,642
   Advisor Group Holdings Inc. 372 - 2024-03-31 436,875 $22,435,000 -96,417
   Miracle Mile Advisors LLC 45 - 2024-03-31 417,191 $21,427,000 -27,046
   J P MORGAN CHASE & CO 1629 - 2024-03-31 404,498 $20,775,000 26,965
   Resources Investment Advisors Inc. 69 - 2024-03-31 382,541 $19,647,000 35,454
   RAYMOND JAMES & ASSOCIATES 821 - 2024-03-31 355,590 $18,263,000 -22,900
   ENVESTNET ASSET MANAGEMENT INC 1170 - 2024-03-31 353,174 $18,139,000 36,234
   COMMONWEALTH EQUITY SERVICES LLC. 548 - 2024-03-31 335,527 $17,233,000 45,586
   JANE STREET GROUP LLC 603 - 2024-03-31 297,292 $15,269,000 297,292
   CWA Asset Management Group LLC 28 - 2024-03-31 291,119 $14,952,000 -46,146
   BB&T CORP 503 - 2024-03-31 284,365 $14,605,000 6,915
   STIFEL FINANCIAL CORP 666 - 2024-03-31 282,276 $14,498,000 31,969
   Kestra Advisory Services LLC 249 - 2024-03-31 250,956 $12,889,000 -5,094
   ERn Financial LLC 11 - 2024-03-31 249,260 $12,802,000 728
   RMR Wealth Builders 15 - 2024-03-31 239,188 $12,285,000 45,102
   JANNEY MONTGOMERY SCOTT LLC 469 - 2024-03-31 236,465 $12,145,000 9,895
   PFS INVESTMENTS INC. 115 - 2023-06-30 236,565 $11,989,000 2,235
   Kowal Investment Group LLC 7 - 2024-03-31 221,192 $11,360,000 1,899
   VERUS CAPITAL PARTNERS LLC 15 - 2024-03-31 218,781 $11,237,000 16,197
   BANK OF NEW YORK MELLON CORP 1915 - 2024-03-31 211,103 $10,842,000 -7,036
   Frisch Financial Group Inc. 11 - 2024-03-31 205,802 $10,570,000 -2,547
   MOTCO 34 - 2024-03-31 203,805 $10,467,000 -2,334
   RFG Advisory Group LLC 47 - 2024-03-31 192,325 $9,878,000 -2,363
   Financial Planning & Information Services Inc. 20 - 2024-03-31 182,949 $9,396,000 -74,376
   Goss Wealth Management LLC 250 - 2024-03-31 169,895 $8,726,000 19,260
   Private Advisor Group LLC 305 - 2024-03-31 167,403 $8,598,000 6,628
   Rockefeller Capital Management L.P. 547 - 2024-03-31 164,064 $8,426,000 -295
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 458 - 2024-03-31 158,343 $8,132,000 18,221
   CITIGROUP INC 995 - 2024-03-31 153,063 $7,861,000 -10,449
   FINANCIAL NETWORK 451 - 2024-03-31 150,771 $7,744,000 9,109
   Vantage Financial Partners Ltd. Inc. 18 - 2024-03-31 146,378 $7,518,000 4,155
   GM Advisory Group Inc. 37 - 2024-03-31 136,445 $7,008,000 3,125
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 624 - 2024-03-31 123,705 $6,353,000 9,463
   Financial Advocates Investment Management 66 - 2024-03-31 121,070 $6,218,000 15,240
   ARKANSAS FINANCIAL GROUP INC. 23 - 2024-03-31 120,966 $6,213,000 3,580
   HIGHTOWER ADVISORS, LLC 895 - 2024-03-31 111,492 $5,729,000 79,703
   FTB Advisors Inc. 139 - 2024-03-31 108,103 $5,552,000 -1,869
   RENAISSANCE TECHNOLOGIES LLC 1357 - 2024-03-31 107,300 $5,511,000 -110,603
   COUNTRY TRUST BANK 79 - 2024-03-31 106,320 $5,461,000 15,916
   Magnus Financial Group LLC 31 - 2024-03-31 101,997 $5,239,000 -10,644
   BCGM Wealth Management LLC 12 - 2024-03-31 98,600 $5,064,000 -373
   FSB PREMIER WEALTH MANAGEMENT INC. 7 - 2024-03-31 96,394 $4,951,000 2,637
   LAKE STREET FINANCIAL LLC 34 - 2024-03-31 96,300 $4,946,000 9,110
   GOLDMAN SACHS GROUP INC/ 2559 *New 2024-03-31 95,905 $4,926,000 95,905
   We Are One Seven LLC 94 - 2024-03-31 95,763 $4,918,000 3,730
   ATRIA INVESTMENTS LLC 302 - 2023-12-31 95,090 $4,913,000 25,945
   FIRST HEARTLAND CONSULTANTS INC 54 - 2024-03-31 95,385 $4,899,000 6,891
   MML INVESTORS SERVICES LLC 649 - 2024-03-31 94,737 $4,866,000 -3,219
   Etesian Wealth Advisors Inc. 8 - 2024-03-31 89,661 $4,605,000 604
   LEGACY PRIVATE TRUST CO. 64 - 2024-03-31 89,275 $4,585,000 0
   Prestige Wealth Management Group LLC 24 - 2024-03-31 79,662 $4,091,000 11,128
   Advance Capital Management Inc. 21 - 2024-03-31 78,292 $4,021,000 -875
   JOURNEY STRATEGIC WEALTH LLC 30 - 2024-03-31 77,499 $3,980,000 10,572
   Wiser Advisor Group LLC 3 - 2024-03-31 73,163 $3,758,000 -7,924
   Bernardo Wealth Planning LLC 25 - 2024-03-31 69,502 $3,570,000 -11,837
   THRIVENT FINANCIAL FOR LUTHERANS 1014 - 2024-03-31 64,526 $3,314,000 18,325
   Westside Investment Management Inc. 31 - 2024-03-31 64,266 $3,300,000 -1,050
   MULTIFINANCIAL SECURITIES CORP 607 - 2024-03-31 63,275 $3,250,000 33,912
   Main Line Retirement Advisors LLC 11 - 2024-03-31 62,627 $3,216,000 3,892
   Landmark Wealth Management LLC 21 - 2024-03-31 60,931 $3,129,000 3,221
   Integrys Wealth Advisors LLC 26 - 2024-03-31 59,746 $3,069,000 -646
   Visionary Wealth Advisors 128 - 2024-03-31 57,452 $2,951,000 12,424
   Pine Valley Investments Ltd Liability Co 109 - 2024-03-31 56,621 $2,908,000 4,553
   CWM LLC 532 - 2024-03-31 56,461 $2,900,000 31,733
   DAVIDSON D A & CO 436 - 2024-03-31 54,544 $2,801,000 6,413
   Ausdal Financial Partners Inc. 79 - 2024-03-31 53,771 $2,762,000 3,687
   Rehmann Capital Advisory Group 90 - 2024-03-31 53,222 $2,733,000 3,933
   Blackhawk Capital Partners LLC. 14 - 2024-03-31 53,191 $2,732,000 -1,580
   COMERICA BANK 1038 - 2024-03-31 52,993 $2,722,000 5,097
   ABLE Financial Group LLC 24 - 2024-03-31 51,952 $2,668,000 -1,404
   Steward Partners Investment Advisory LLC 493 - 2024-03-31 50,865 $2,612,000 -2,017
   Larson Financial Group LLC 95 - 2024-03-31 50,239 $2,580,000 25,768
   Syntegra Private Wealth Group LLC 28 - 2024-03-31 50,222 $2,579,000 -141,694
   EdgeRock Capital LLC 9 - 2024-03-31 49,686 $2,552,000 -1,955
   Western Wealth Management LLC 108 - 2024-03-31 49,418 $2,538,000 -2,781
   Atlas Private Wealth Advisors 21 - 2024-03-31 48,800 $2,506,000 -49,043
   Weitzel Financial Services Inc. 17 - 2024-03-31 48,742 $2,497,000 2,383
   OPINICUS CAPITAL INC. 10 - 2024-03-31 48,126 $2,472,000 -128
   WealthCare Investment Partners LLC 25 - 2024-03-31 47,921 $2,461,000 -183
   PCG Wealth Advisors LLC 31 - 2024-03-31 47,529 $2,441,000 427
   Equitable Holdings Inc. 395 - 2024-03-31 46,708 $2,399,000 -8,876
   PROSPERA FINANCIAL SERVICES 282 - 2023-12-31 46,058 $2,380,000 3,540
   XML Financial LLC 104 - 2024-03-31 45,335 $2,328,000 -1,238
   WEALTH MANAGEMENT RESOURCES INC. 21 - 2024-03-31 44,099 $2,265,000 -37,022
   INVENIO WEALTH PARTNERS LLC 23 - 2024-03-31 42,865 $2,202,000 30,467
   Crumly & Associates Inc. 40 - 2024-03-31 42,280 $2,172,000 18,801
   Paul Damon & Associates Inc. 16 - 2024-03-31 41,327 $2,123,000 -5,752
   FOSTER & MOTLEY INC 148 - 2024-03-31 41,320 $2,122,000 1,998
   Barber Financial Group Inc. 32 - 2023-03-31 40,825 $2,079,000 -852
   Stratos Wealth Partners LTD. 420 - 2024-03-31 40,284 $2,069,000 -4,119
  100 Records found
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