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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
   UBS Group AG 550 - 2024-03-31 1,615,572 $82,976,000 -150,473
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 9 - 2024-03-31 961,628 $49,389,000 -67,317
   ROYAL BANK OF CANADA 944 - 2024-03-31 575,672 $29,566,000 -8,718
   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
   RAYMOND JAMES & ASSOCIATES 821 - 2024-03-31 355,590 $18,263,000 -22,900
   CWA Asset Management Group LLC 28 - 2024-03-31 291,119 $14,952,000 -46,146
   Kestra Advisory Services LLC 249 - 2024-03-31 250,956 $12,889,000 -5,094
   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
   Rockefeller Capital Management L.P. 547 - 2024-03-31 164,064 $8,426,000 -295
   CITIGROUP INC 995 - 2024-03-31 153,063 $7,861,000 -10,449
   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
   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
   MML INVESTORS SERVICES LLC 649 - 2024-03-31 94,737 $4,866,000 -3,219
   Advance Capital Management Inc. 21 - 2024-03-31 78,292 $4,021,000 -875
   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
   Westside Investment Management Inc. 31 - 2024-03-31 64,266 $3,300,000 -1,050
   Integrys Wealth Advisors LLC 26 - 2024-03-31 59,746 $3,069,000 -646
   Blackhawk Capital Partners LLC. 14 - 2024-03-31 53,191 $2,732,000 -1,580
   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
   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
   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
   Equitable Holdings Inc. 395 - 2024-03-31 46,708 $2,399,000 -8,876
   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
   Paul Damon & Associates Inc. 16 - 2024-03-31 41,327 $2,123,000 -5,752
   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
   Tower Wealth Partners Inc. 13 - 2024-03-31 40,124 $2,061,000 -646
   SIGNATURE SECURITIES GROUP CORPORATION 46 - 2024-03-31 40,110 $2,060,000 -5,790
   HANSON MCCLAIN, INC. 317 - 2024-03-31 38,938 $2,000,000 -1,241
   Cetera Investment Advisers 642 - 2024-03-31 38,516 $1,978,000 -34,336
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 948 - 2024-03-31 37,902 $1,947,000 -1,637
   Mutual Advisors LLC 282 - 2024-03-31 37,483 $1,925,000 -2,059
   CYPRESS CAPITAL GROUP 96 - 2024-03-31 36,445 $1,872,000 -5,800
   MONEYWISE INC. 24 - 2024-03-31 35,564 $1,827,000 -6,611
   PRINCIPAL SECURITIES INC. 307 - 2024-03-31 33,453 $1,718,000 -2,094
   STOCK YARDS BANK & TRUST CO 186 - 2024-03-31 32,811 $1,685,000 -7,746
   Modern Wealth Management LLC 94 - 2024-03-31 32,122 $1,644,000 -1,717
   IFG Advisory LLC 211 - 2024-03-31 30,928 $1,588,000 -643
   IFP Advisors Inc 291 - 2023-12-31 30,042 $1,552,000 -22,594
   CLS INVESTMENT FIRM LLC 572 - 2022-12-31 30,803 $1,544,000 -270
   Envestnet Portfolio Solutions Inc. 725 - 2024-03-31 28,646 $1,471,000 -613
   Integrated Wealth Concepts LLC 664 - 2024-03-31 24,539 $1,260,000 -506
   SUTTON PLACE INVESTORS LLC 53 - 2024-03-31 21,433 $1,101,000 -492
   Paragon Private Wealth Management LLC 52 - 2024-03-31 21,207 $1,089,000 -140
   Eldridge Investment Advisors Inc. 77 - 2024-03-31 20,931 $1,075,000 -20,818
   WILEY BROS.-AINTREE CAPITAL LLC 149 - 2024-03-31 19,971 $1,021,000 -1,973
   Orion Portfolio Solutions LLC 1003 - 2024-03-31 18,577 $954,000 -17,061
   High Net Worth Advisory Group LLC 78 - 2024-03-31 18,513 $951,000 -190
   Murphy Middleton Hinkle & Parker Inc. 59 - 2024-03-31 18,400 $945,000 -550
   Worth Financial Advisory Group LLC 39 - 2024-03-31 18,296 $940,000 -460
   Alta Wealth Advisors LLC 56 - 2024-03-31 16,523 $849,000 -1,348
   CFG ASSET MANAGEMENT LLC 123 - 2024-03-31 16,537 $849,000 -400
   BerganKDV Wealth Management LLC 145 - 2023-06-30 16,201 $821,000 -104
   COTTONWOOD CAPITAL ADVISORS LLC 40 - 2024-03-31 16,126 $821,000 -705
   TL Private Wealth 16 - 2024-03-31 16,052 $820,000 -3,874
   EPG Wealth Management LLC 133 - 2024-03-31 15,590 $801,000 -1,420
   Signature Wealth Management Group 72 - 2024-03-31 15,360 $783,000 -2,257
   LINCOLN NATIONAL CORP 598 - 2024-03-31 14,863 $763,000 -2,241
   Warren Street Wealth Advisors LLC 37 - 2024-03-31 13,636 $700,000 -1,676
   SeaCrest Wealth Management LLC 268 - 2024-03-31 12,137 $623,000 -472
   CREATIVE PLANNING 1754 - 2024-03-31 11,105 $570,000 -14,790
   Csenge Advisory Group 403 - 2024-03-31 11,067 $568,000 -1,080
   Tempus Wealth Planning LLC 106 - 2024-03-31 10,614 $545,000 -593
   Good Life Advisors LLC 239 - 2024-03-31 10,199 $524,000 -1,563
   Wheelhouse Advisory Group LLC 23 - 2024-03-31 10,001 $514,000 -1,282
   Kaydan Wealth Management Inc. 61 - 2024-03-31 9,194 $472,000 -60
   Pineridge Advisors LLC 34 - 2024-03-31 9,129 $469,000 -1,212
   Advisory Resource Group 118 - 2024-03-31 8,937 $459,000 -350
   VALMARK ADVISERS INC 391 - 2024-03-31 8,527 $438,000 -798
   PETERSON WEALTH MANAGEMENT 48 - 2024-03-31 8,355 $429,000 -652
   REGAL INVESTMENT ADVISORS, LLC 388 - 2024-03-31 8,191 $421,000 -275
   Gladstone Institutional Advisory LLC 457 - 2024-03-31 8,131 $418,000 -1,708
   National Wealth Management Group LLC 87 - 2024-03-31 7,591 $390,000 -167
   McNamara Financial Services Inc. 55 - 2024-03-31 7,530 $387,000 -172
   RAYMOND JAMES TRUST CO 839 - 2024-03-31 7,509 $386,000 -575
   Retirement Network 107 - 2024-03-31 7,443 $382,000 -7,367
   Apollon Wealth Management LLC 807 - 2024-03-31 6,982 $359,000 -1,681
   Auour Investments LLC 61 - 2024-03-31 6,935 $356,000 -60
   Kingsview Wealth Management LLC 761 - 2024-03-31 6,813 $350,000 -1,317
   Purus Wealth Management LLC 81 - 2024-03-31 6,579 $338,000 -63
   AE Wealth Management LLC 997 - 2024-03-31 5,049 $259,000 -10,474
   Lakeview Capital Partners LLC 354 - 2024-03-31 4,994 $256,000 -271
   AMERIPRISE FINANCIAL INC 3550 - 2024-03-31 4,890 $251,000 -2,046
   Coastal Capital Group Inc. 84 - 2023-06-30 4,810 $244,000 -115
   WealthBridge Capital Management LLC 160 - 2024-03-31 4,698 $241,000 -569
   Dynamic Advisors Solutions LLC 813 - 2024-03-31 4,677 $240,000 -16
  100 Records found
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