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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 988 - 2023-12-31 2,527,843 $130,600,000 416,135
   LPL FINANCIAL CORP 255 - 2023-12-31 2,186,972 $112,989,000 -124,881
   WELLS FARGO & CO/MN 432 - 2023-12-31 2,042,465 $105,523,000 251,160
   UBS Group AG 445 - 2023-12-31 1,766,045 $91,241,000 -483,347
   BANK OF AMERICA CORP /DE/ 917 - 2023-12-31 1,616,552 $83,518,000 -157,865
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 9 - 2023-12-31 1,028,945 $53,160,000 121,339
   Sequoia Financial Advisors LLC - 2023-12-31 903,423 $46,675,000 156,465
   Congress Wealth Management LLC / DE / 32 - 2024-03-31 693,046 $35,595,000 17,916
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 328 - 2023-12-31 645,246 $33,336,000 -48,055
   ROYAL BANK OF CANADA 916 - 2023-12-31 584,390 $30,192,000 22,265
   Advisor Group Holdings Inc. 375 - 2023-12-31 533,292 $27,553,000 -166,058
   Miracle Mile Advisors LLC 45 - 2024-03-31 417,191 $21,427,000 -27,046
   RAYMOND JAMES & ASSOCIATES 749 - 2023-12-31 378,490 $19,554,000 -39,117
   J P MORGAN CHASE & CO 1611 - 2023-12-31 377,533 $19,505,000 105,503
   H D Vest Advisory Services 89 - 2023-12-31 363,329 $18,771,000 -25,493
   Resources Investment Advisors Inc. 70 - 2023-12-31 347,087 $17,932,000 86,441
   CWA Asset Management Group LLC 19 - 2023-12-31 337,265 $17,425,000 64,718
   ENVESTNET ASSET MANAGEMENT INC 1150 - 2023-12-31 316,940 $16,375,000 10,589
   COMMONWEALTH EQUITY SERVICES LLC. 554 - 2023-12-31 289,941 $14,980,000 12,815
   BB&T CORP 496 - 2023-12-31 277,450 $14,334,000 12,445
   Financial Planning & Information Services Inc. 15 - 2023-12-31 257,325 $13,295,000 -26,597
   Kestra Advisory Services LLC 204 - 2023-12-31 256,050 $13,229,000 -11,575
   STIFEL FINANCIAL CORP 677 - 2023-12-31 250,307 $12,932,000 31,722
   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
   PFS INVESTMENTS INC. 115 - 2023-06-30 236,565 $11,989,000 2,235
   JANNEY MONTGOMERY SCOTT LLC 451 - 2023-12-31 226,570 $11,706,000 46,388
   Kowal Investment Group LLC 7 - 2024-03-31 221,192 $11,360,000 1,899
   BANK OF NEW YORK MELLON CORP 1920 - 2023-12-31 218,139 $11,270,000 -11,341
   RENAISSANCE TECHNOLOGIES LLC 885 - 2023-12-31 217,903 $11,258,000 217,903
   Frisch Financial Group Inc. 7 - 2023-12-31 208,349 $10,764,000 -36,725
   MOTCO 26 - 2023-12-31 206,139 $10,650,000 -17,529
   VERUS CAPITAL PARTNERS LLC 13 - 2023-12-31 202,584 $10,466,000 17,737
   Syntegra Private Wealth Group LLC 14 - 2023-12-31 191,916 $9,915,000 -1,537
   RFG Advisory Group LLC 47 - 2024-03-31 192,325 $9,878,000 -2,363
   Rockefeller Capital Management L.P. 504 - 2023-12-31 164,359 $8,492,000 98,138
   CITIGROUP INC 900 - 2023-12-31 163,512 $8,448,000 -30,231
   Private Advisor Group LLC 291 - 2023-12-31 160,775 $8,306,000 18,376
   Goss Wealth Management LLC 250 - 2023-12-31 150,635 $7,749,000 12,312
   Vantage Financial Partners Ltd. Inc. 18 *New 2023-12-31 142,223 $7,348,000 142,223
   FINANCIAL NETWORK 429 - 2023-12-31 141,662 $7,319,000 73,998
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 450 - 2023-12-31 140,122 $7,239,000 89,849
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 47 - 2023-12-31 140,096 $7,238,000 -3,293
   GM Advisory Group Inc. 33 - 2023-12-31 133,320 $6,888,000 8,790
   ARKANSAS FINANCIAL GROUP INC. 23 - 2024-03-31 120,966 $6,213,000 3,580
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 617 - 2023-12-31 114,242 $5,902,000 -710
   Magnus Financial Group LLC 29 - 2023-12-31 112,641 $5,820,000 -184,467
   FTB Advisors Inc. 136 - 2023-12-31 109,972 $5,682,000 24,890
   Financial Advocates Investment Management 67 - 2023-12-31 105,830 $5,468,000 -5,863
   COUNTRY TRUST BANK 79 - 2024-03-31 106,320 $5,461,000 15,916
   BCGM Wealth Management LLC 12 - 2023-12-31 98,973 $5,113,000 -10,207
   MML INVESTORS SERVICES LLC 587 - 2023-12-31 97,956 $5,061,000 -12,357
   Atlas Private Wealth Advisors 18 - 2023-12-31 97,843 $5,055,000 -5,104
   LAKE STREET FINANCIAL LLC 34 - 2024-03-31 96,300 $4,946,000 9,110
   ATRIA INVESTMENTS LLC 302 - 2023-12-31 95,090 $4,913,000 25,945
   FSB PREMIER WEALTH MANAGEMENT INC. 7 - 2023-12-31 93,757 $4,844,000 -2,708
   We Are One Seven LLC 87 - 2023-12-31 92,033 $4,755,000 6,302
   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
   FIRST HEARTLAND CONSULTANTS INC 52 - 2023-12-31 88,494 $4,572,000 12,201
   Bernardo Wealth Planning LLC - 2023-12-31 81,339 $4,202,000 40,680
   Wiser Advisor Group LLC 3 - 2023-12-31 81,087 $4,189,000 0
   Advance Capital Management Inc. 21 - 2024-03-31 78,292 $4,021,000 -875
   Cetera Investment Advisers 540 - 2023-12-31 72,852 $3,764,000 -5,422
   Prestige Wealth Management Group LLC 25 - 2023-12-31 68,534 $3,541,000 3,696
   JOURNEY STRATEGIC WEALTH LLC 26 - 2023-12-31 66,927 $3,458,000 9,061
   Westside Investment Management Inc. 31 - 2024-03-31 64,266 $3,300,000 -1,050
   Main Line Retirement Advisors LLC 11 - 2024-03-31 62,627 $3,216,000 3,892
   Integrys Wealth Advisors LLC 26 - 2024-03-31 59,746 $3,069,000 -646
   Landmark Wealth Management LLC - 2023-12-31 57,710 $2,982,000 6,563
   CWM LLC 532 - 2024-03-31 56,461 $2,900,000 31,733
   Equitable Holdings Inc. 314 - 2023-12-31 55,584 $2,872,000 -188
   Blackhawk Capital Partners LLC. 15 - 2023-12-31 54,771 $2,830,000 -2,001
   Ausdal Financial Partners Inc. 79 - 2024-03-31 53,771 $2,762,000 3,687
   ABLE Financial Group LLC - 2023-12-31 53,356 $2,757,000 42,510
   Steward Partners Investment Advisory LLC 423 - 2023-12-31 52,882 $2,732,000 -11,115
   Western Wealth Management LLC 107 - 2023-12-31 52,199 $2,697,000 -7,495
   Pine Valley Investments Ltd Liability Co 112 - 2023-12-31 52,068 $2,690,000 -3,726
   EdgeRock Capital LLC 10 - 2023-12-31 51,641 $2,659,000 51,641
   Rehmann Capital Advisory Group 90 - 2023-12-31 49,289 $2,546,000 -767
   Weitzel Financial Services Inc. 17 - 2024-03-31 48,742 $2,497,000 2,383
   DAVIDSON D A & CO 442 - 2023-12-31 48,131 $2,487,000 -9,015
   COMERICA BANK 1050 - 2023-12-31 47,896 $2,475,000 10,029
   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
   Paul Damon & Associates Inc. 14 - 2023-12-31 47,079 $2,432,000 -41,616
   XML Financial LLC 102 - 2023-12-31 46,573 $2,406,000 436
   THRIVENT FINANCIAL FOR LUTHERANS 1205 *New 2023-12-31 46,201 $2,387,000 46,201
   PROSPERA FINANCIAL SERVICES 282 - 2023-12-31 46,058 $2,380,000 3,540
   Visionary Wealth Advisors 141 - 2023-12-31 45,028 $2,326,000 -2,598
   WEALTH MANAGEMENT RESOURCES INC. 21 - 2024-03-31 44,099 $2,265,000 -37,022
   CYPRESS CAPITAL GROUP - 2023-12-31 42,245 $2,183,000 -26,747
   MONEYWISE INC. 15 - 2023-12-31 42,175 $2,179,000 -2,595
   Eldridge Investment Advisors Inc. 43 - 2023-12-31 41,749 $2,157,000 -15,620
   FOSTER & MOTLEY INC 148 - 2024-03-31 41,320 $2,122,000 1,998
   STOCK YARDS BANK & TRUST CO 160 - 2023-12-31 40,557 $2,095,000 11,110
   Barber Financial Group Inc. 32 - 2023-03-31 40,825 $2,079,000 -852
   HANSON MCCLAIN, INC. - 2023-12-31 40,179 $2,076,000 -2,030
   Stratos Wealth Partners LTD. 420 - 2024-03-31 40,284 $2,069,000 -4,119
  100 Records found
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