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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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5410 *Closed 2024-03-31 0 $0 -7,817
   3D/L Capital Management LLC 13 *Closed 2023-12-31 0 $0 -33,556
   Hardy Reed LLC 120 *Closed 2024-03-31 0 $0 -9,000
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 412 *Closed 2024-03-31 0 $0 -272
   Revisor Wealth Management LLC 188 *Closed 2024-03-31 0 $0 -11,773
   Independence Bank of Kentucky 523 *Closed 2024-03-31 0 $0 -521
   JONES FINANCIAL COMPANIES LLLP 1354 *Closed 2024-03-31 0 $0 -1,008
   Forum Private Client Group LLC 73 *Closed 2024-03-31 0 $0 -5,680
   F/M Investments LLC 76 *Closed 2024-03-31 0 $0 -5,961
   Castleview Partners LLC 865 *Closed 2024-03-31 0 $0 -15
   Cresset Asset Management LLC 1888 *Closed 2024-03-31 0 $0 -4,052
   Meridian Wealth Management LLC 358 *Closed 2024-03-31 0 $0 -7,843
   Arete Wealth Advisors LLC 559 *Closed 2024-03-31 0 $0 -4,399
   Salomon & Ludwin LLC 870 *Closed 2024-03-31 0 $0 -6,000
   Ten Capital Wealth Advisors LLC 347 *Closed 2023-06-30 0 $0 -1,709
   San Luis Wealth Advisors LLC 60 *Closed 2024-03-31 0 $0 -5,134
   Lifestyle Asset Management Inc. 117 *Closed 2024-03-31 0 $0 -28,586
   Advisor Resource Council 461 *Closed 2024-03-31 0 $0 -4,805
   AdvisorNet Financial Inc 2398 *Closed 2024-03-31 0 $0 -1,450
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 205 *Closed 2024-03-31 0 $0 -140,096
   Avestar Capital LLC 426 *Closed 2024-03-31 0 $0 -24,870
   Northwest Bank & Trust Co 198 *Closed 2023-12-31 0 $0 -1,152
   Team Financial Group LLC 153 *Closed 2024-03-31 0 $0 -3,250
   Truvestments Capital LLC 712 *Closed 2024-03-31 0 $0 -67

  24 Records found
  1    
  Page 1 of 1
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