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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  
Free Registration Required For Full Results

            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
   Sequoia Financial Advisors LLC 30 - 2024-03-31 987,518 $50,719,000 84,095
   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
   H D Vest Advisory Services 63 - 2024-03-31 524,971 $26,963,000 161,642
   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
   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
   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
   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
   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
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 458 - 2024-03-31 158,343 $8,132,000 18,221
   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
   COUNTRY TRUST BANK 79 - 2024-03-31 106,320 $5,461,000 15,916
   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
   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
   Etesian Wealth Advisors Inc. 8 - 2024-03-31 89,661 $4,605,000 604
   Prestige Wealth Management Group LLC 24 - 2024-03-31 79,662 $4,091,000 11,128
   JOURNEY STRATEGIC WEALTH LLC 30 - 2024-03-31 77,499 $3,980,000 10,572
   THRIVENT FINANCIAL FOR LUTHERANS 1014 - 2024-03-31 64,526 $3,314,000 18,325
   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
   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
   COMERICA BANK 1038 - 2024-03-31 52,993 $2,722,000 5,097
   Larson Financial Group LLC 95 - 2024-03-31 50,239 $2,580,000 25,768
   Weitzel Financial Services Inc. 17 - 2024-03-31 48,742 $2,497,000 2,383
   PCG Wealth Advisors LLC 31 - 2024-03-31 47,529 $2,441,000 427
   PROSPERA FINANCIAL SERVICES 282 - 2023-12-31 46,058 $2,380,000 3,540
   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
   FOSTER & MOTLEY INC 148 - 2024-03-31 41,320 $2,122,000 1,998
   Sigma Planning Corp 318 - 2024-03-31 38,378 $1,971,000 23,309
   OGOREK ANTHONY JOSEPH /NY/ /ADV 28 - 2024-03-31 36,739 $1,886,000 275
   Baird Financial Group Inc. 981 - 2024-03-31 35,775 $1,837,000 49
   MARINER WEALTH ADVISORS, LLC 1164 - 2024-03-31 35,357 $1,816,000 2,455
   Sebold Capital Management Inc. 22 - 2024-03-31 34,556 $1,775,000 806
   EQIS CAPITAL MANAGEMENT, INC. 141 - 2024-03-31 34,225 $1,758,000 2,149
   Southland Equity Partners LLC 38 - 2024-03-31 33,830 $1,738,000 6,888
   Insight Wealth Strategies LLC 102 - 2024-03-31 33,445 $1,718,000 1,097
   Hedeker Wealth Management Group LLC 60 - 2024-03-31 33,042 $1,697,000 1,280
   Stratos Wealth Advisors LLC 228 - 2024-03-31 32,616 $1,675,000 6,243
   SENTINEL PENSION ADVISORS INC 42 - 2024-03-31 31,544 $1,620,000 6,102
   Keystone Financial Group 78 - 2024-03-31 31,287 $1,607,000 190
   Capital Investment Advisory Services LLC 136 - 2024-03-31 31,091 $1,597,000 51
   Clear Creek Financial Management LLC 99 - 2024-03-31 30,865 $1,585,000 1,445
   Ameritas Advisory Services LLC 284 - 2024-03-31 30,174 $1,538,000 20,129
   Per Stirling Capital Management LLC. 66 - 2024-03-31 29,154 $1,497,000 24
   KESTRA PRIVATE WEALTH SERVICES LLC 479 - 2024-03-31 26,029 $1,337,000 2,251
   Snowden Capital Advisors LLC 442 - 2024-03-31 23,453 $1,205,000 2,875
   Nilsine Partners LLC 147 - 2024-03-31 23,350 $1,199,000 1,543
   ADVISORY SERVICES NETWORK, LLC 622 - 2024-03-31 23,124 $1,188,000 594
   Atria Wealth Solutions Inc. 863 - 2024-03-31 21,393 $1,099,000 2,448
   SEASCAPE CAPITAL MANAGEMENT 57 - 2024-03-31 21,350 $1,097,000 6,304
   PRIVATE TRUST CO NA 201 - 2024-03-31 20,837 $1,070,000 821
   HARBOUR INVESTMENTS INC. 349 - 2023-12-31 20,541 $1,061,000 483
   MONECO Advisors LLC 144 - 2024-03-31 20,561 $1,056,000 3,061
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 155 - 2024-03-31 20,354 $1,045,000 2
   GSG Advisors LLC 35 - 2024-03-31 20,286 $1,035,000 5,604
   Koshinski Asset Management Inc. 204 - 2024-03-31 19,127 $982,000 19,127
   NATIONAL ASSET MANAGEMENT, INC. 543 - 2024-03-31 19,104 $934,000 58
   BENJAMIN F. EDWARDS & COMPANY INC. 520 - 2024-03-31 18,123 $931,000 507
   Cooper Financial Group 143 - 2024-03-31 16,067 $825,000 167
   Virtue Capital Management LLC 128 - 2024-03-31 16,112 $822,000 6
   Traction Financial Partners LLC 22 - 2024-03-31 15,760 $807,000 2,656
   Walkner Condon Financial Advisors LLC 114 - 2024-03-31 14,533 $746,000 427
   Financial Strategies Group Inc. 46 - 2024-03-31 13,289 $679,000 5,714
   Prime Capital Investment Advisors LLC 566 - 2024-03-31 11,965 $615,000 2
   Hobart Private Capital LLC 48 - 2024-03-31 11,761 $604,000 2,196
   IHT Wealth Management LLC 577 - 2024-03-31 11,656 $599,000 1,515
   GREAT VALLEY ADVISOR GROUP INC. 464 - 2024-03-31 11,111 $571,000 1,244
   Occidental Asset Management LLC 130 - 2024-03-31 11,002 $565,000 2,470
   Belpointe Asset Management LLC 414 - 2024-03-31 10,799 $555,000 3,260
   Patten Group Inc. 157 - 2024-03-31 10,621 $545,000 970
  100 Records found
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