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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
   WELLS FARGO & CO/MN 432 - 2023-12-31 2,042,465 $105,523,000 251,160
   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
   ROYAL BANK OF CANADA 916 - 2023-12-31 584,390 $30,192,000 22,265
   J P MORGAN CHASE & CO 1611 - 2023-12-31 377,533 $19,505,000 105,503
   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
   COMMONWEALTH EQUITY SERVICES LLC. 548 - 2024-03-31 335,527 $17,233,000 45,586
   ENVESTNET ASSET MANAGEMENT INC 1150 - 2023-12-31 316,940 $16,375,000 10,589
   BB&T CORP 496 - 2023-12-31 277,450 $14,334,000 12,445
   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
   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
   RENAISSANCE TECHNOLOGIES LLC 885 - 2023-12-31 217,903 $11,258,000 217,903
   VERUS CAPITAL PARTNERS LLC 13 - 2023-12-31 202,584 $10,466,000 17,737
   Private Advisor Group LLC - 2024-03-31 167,403 $8,598,000 6,628
   Rockefeller Capital Management L.P. 504 - 2023-12-31 164,359 $8,492,000 98,138
   Goss Wealth Management LLC 250 - 2023-12-31 150,635 $7,749,000 12,312
   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
   GM Advisory Group Inc. 33 - 2023-12-31 133,320 $6,888,000 8,790
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 624 - 2024-03-31 123,705 $6,353,000 9,463
   Financial Advocates Investment Management - 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
   COUNTRY TRUST BANK 79 - 2024-03-31 106,320 $5,461,000 15,916
   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
   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
   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
   Prestige Wealth Management Group LLC 24 - 2024-03-31 79,662 $4,091,000 11,128
   JOURNEY STRATEGIC WEALTH LLC 26 - 2023-12-31 66,927 $3,458,000 9,061
   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
   CWM LLC 532 - 2024-03-31 56,461 $2,900,000 31,733
   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
   Rehmann Capital Advisory Group - 2024-03-31 53,222 $2,733,000 3,933
   EdgeRock Capital LLC 10 - 2023-12-31 51,641 $2,659,000 51,641
   Larson Financial Group LLC - 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
   COMERICA BANK 1050 - 2023-12-31 47,896 $2,475,000 10,029
   PCG Wealth Advisors LLC 31 - 2024-03-31 47,529 $2,441,000 427
   XML Financial LLC 102 - 2023-12-31 46,573 $2,406,000 436
   PROSPERA FINANCIAL SERVICES 282 - 2023-12-31 46,058 $2,380,000 3,540
   Crumly & Associates Inc. - 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 - 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
   Orion Portfolio Solutions LLC 661 - 2023-12-31 35,638 $1,842,000 8,826
   Sebold Capital Management Inc. 22 - 2024-03-31 34,556 $1,775,000 806
   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
   MARINER WEALTH ADVISORS, LLC 1129 - 2023-12-31 32,902 $1,700,000 21,199
   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
   Keystone Financial Group 71 - 2023-12-31 31,097 $1,607,000 4,574
   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
   MULTIFINANCIAL SECURITIES CORP 605 - 2023-12-31 29,363 $1,517,000 283
   Envestnet Portfolio Solutions Inc. 675 - 2023-12-31 29,259 $1,512,000 1,332
   KESTRA PRIVATE WEALTH SERVICES LLC - 2024-03-31 26,029 $1,337,000 2,251
   SENTINEL PENSION ADVISORS INC 44 - 2023-12-31 25,442 $1,314,000 204
   Avestar Capital LLC 82 - 2023-12-31 24,870 $1,285,000 3,738
   Nilsine Partners LLC 147 - 2024-03-31 23,350 $1,199,000 1,543
   ADVISORY SERVICES NETWORK, LLC 578 - 2023-12-31 22,530 $1,164,000 930
   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
   GSG Advisors LLC 35 - 2024-03-31 20,286 $1,035,000 5,604
   BENJAMIN F. EDWARDS & COMPANY INC. 520 - 2024-03-31 18,123 $931,000 507
   Virtue Capital Management LLC 98 - 2023-12-31 16,106 $831,000 3,238
   Cooper Financial Group 143 - 2024-03-31 16,067 $825,000 167
   Walkner Condon Financial Advisors LLC 114 - 2024-03-31 14,533 $746,000 427
   SILVER OAK SECURITIES Inc 219 - 2023-12-31 13,867 $716,000 9,759
   Financial Strategies Group Inc. 46 - 2024-03-31 13,289 $679,000 5,714
   INVENIO WEALTH PARTNERS LLC 41 - 2023-12-31 12,398 $641,000 8,210
   Hobart Private Capital LLC 48 - 2024-03-31 11,761 $604,000 2,196
   Occidental Asset Management LLC 130 - 2024-03-31 11,002 $565,000 2,470
   Patten Group Inc. 157 - 2024-03-31 10,621 $545,000 970
   SAXON INTERESTS INC. 97 - 2024-03-31 10,349 $532,000 600
   PFS Partners LLC 28 - 2024-03-31 10,077 $518,000 9,828
   Advisory Resource Group 112 - 2023-12-31 9,287 $480,000 2,951
   Security Financial Services INC. 110 - 2024-03-31 9,023 $463,000 963
   Fragasso Group Inc. 172 - 2024-03-31 8,900 $457,000 2,900
   LVZ Advisors Inc. 76 - 2024-03-31 8,753 $450,000 1,940
   SUMMIT INVESTMENT ADVISORS INC 838 - 2023-12-31 8,572 $443,000 485
   Bowman & Co S.C. 74 - 2024-03-31 8,560 $440,000 929
   Catalina Capital Group LLC 123 - 2024-03-31 8,523 $438,000 648
   Intrua Financial LLC 199 - 2023-03-31 8,510 $433,000 362
   HCR Wealth Advisors 129 - 2023-12-31 8,344 $431,000 3,844
   Cornerstone Wealth Management LLC 369 - 2024-03-31 7,832 $402,000 41
   ShoreHaven Wealth Partners LLC - 2024-03-31 6,809 $350,000 1,125
  100 Records found
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