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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
   LEGACY PRIVATE TRUST CO. 64 - 2024-03-31 89,275 $4,585,000 0
   STEPHENS INC /AR/ 442 - 2023-12-31 31,500 $1,627,000 0
   Grant/GrossMendelsohn LLC 35 - 2024-03-31 30,646 $1,566,000 0
   Prime Capital Investment Advisors LLC - 2023-12-31 11,963 $618,000 0
   Milestone Advisory Partners 37 - 2023-09-30 10,630 $520,000 0
   MCDONALD PARTNERS LLC 165 - 2024-03-31 10,000 $514,000 0
   Lunt Capital Management Inc. 59 - 2024-03-31 9,947 $511,000 0
   One + One Wealth Management LLC 62 - 2024-03-31 9,551 $491,000 0
   Kovack Advisors Inc. 263 - 2024-03-31 9,000 $462,000 0
   Collaborative Wealth Managment Inc. 87 - 2023-12-31 8,879 $459,000 0
   Icon Wealth Partners LLC 187 - 2023-09-30 8,660 $423,000 0
   Steele Capital Management Inc. 115 - 2024-03-31 7,696 $395,000 0
   OPPENHEIMER & CO INC 1056 - 2023-12-31 7,398 $382,000 0
   Quantum Private Wealth LLC 121 - 2023-12-31 7,200 $372,000 0
   MEEDER ASSET MANAGEMENT INC - 2023-12-31 6,420 $332,000 0
   Spotlight Asset Group Inc. 46 - 2023-12-31 6,579 $322,000 0
   GPS Wealth Strategies Group LLC 199 - 2024-03-31 6,195 $318,000 0
   Fairhaven Wealth Management LLC 82 - 2024-03-31 6,000 $308,000 0
   Geneos Wealth Management Inc. 612 - 2024-03-31 5,550 $285,000 0
   HANLON INVESTMENT MANAGEMENT, INC. 126 - 2024-03-31 5,390 $277,000 0
   WATERSHED PRIVATE WEALTH LLC 87 - 2023-12-31 5,297 $274,000 0
   Conservest Capital Advisors Inc. 93 - 2024-03-31 5,005 $257,000 0
   HBW Advisory Services LLC 256 - 2024-03-31 4,913 $254,000 0
   Capital Market Strategies LLC 117 - 2024-03-31 4,895 $251,000 0
   SRS Capital Advisors Inc. 279 - 2023-12-31 4,201 $217,000 0
   Cedar Brook Financial Partners LLC 411 - 2024-03-31 4,134 $212,000 0
   VitalStone Financial LLC 107 - 2023-12-31 2,787 $144,000 0
   PROEQUITIES INC. 1421 - 2024-03-31 500 $26,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 943 - 2024-03-31 414 $21,000 0
   TUCKER ASSET MANAGEMENT LLC 378 - 2023-12-31 375 $19,000 0
   HOLLENCREST SECURITIES LLC 681 - 2024-03-31 249 $13,000 0
   Beacon Capital Management LLC 705 - 2023-12-31 77 $4,000 0
   Castleview Partners LLC 774 - 2023-12-31 15 $1,000 0
   FMR LLC 4830 - 2023-12-31 1 $0 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 1051 - 2024-03-31 0 $0 0

  35 Records found
  1    
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