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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
   LPL FINANCIAL CORP 255 - 2023-12-31 2,186,972 $112,989,000 -124,881
   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 - 2024-03-31 961,628 $49,389,000 -67,317
   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
   H D Vest Advisory Services 89 - 2023-12-31 363,329 $18,771,000 -25,493
   RAYMOND JAMES & ASSOCIATES 821 - 2024-03-31 355,590 $18,263,000 -22,900
   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
   BANK OF NEW YORK MELLON CORP 1915 - 2024-03-31 211,103 $10,842,000 -7,036
   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
   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
   CITIGROUP INC 900 - 2023-12-31 163,512 $8,448,000 -30,231
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 47 - 2023-12-31 140,096 $7,238,000 -3,293
   FTB Advisors Inc. 139 - 2024-03-31 108,103 $5,552,000 -1,869
   Magnus Financial Group LLC 31 - 2024-03-31 101,997 $5,239,000 -10,644
   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
   FSB PREMIER WEALTH MANAGEMENT INC. 7 - 2023-12-31 93,757 $4,844,000 -2,708
   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
   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
   Equitable Holdings Inc. 314 - 2023-12-31 55,584 $2,872,000 -188
   Blackhawk Capital Partners LLC. 14 - 2024-03-31 53,191 $2,732,000 -1,580
   Steward Partners Investment Advisory LLC 423 - 2023-12-31 52,882 $2,732,000 -11,115
   Pine Valley Investments Ltd Liability Co 112 - 2023-12-31 52,068 $2,690,000 -3,726
   Western Wealth Management LLC 108 - 2024-03-31 49,418 $2,538,000 -2,781
   DAVIDSON D A & CO 442 - 2023-12-31 48,131 $2,487,000 -9,015
   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
   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
   Eldridge Investment Advisors Inc. 43 - 2023-12-31 41,749 $2,157,000 -15,620
   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
   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
   Baird Financial Group Inc. 955 - 2023-12-31 35,726 $1,846,000 -1,566
   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
   HIGHTOWER ADVISORS, LLC 1514 - 2023-12-31 31,789 $1,643,000 -8,378
   IFG Advisory LLC 195 - 2023-12-31 31,571 $1,631,000 -4,319
   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
   Per Stirling Capital Management LLC. 62 - 2023-12-31 29,130 $1,505,000 -50
   CREATIVE PLANNING 1090 - 2023-12-31 25,895 $1,338,000 -12,465
   BSC PRIVATE WEALTH MANAGEMENT LLC 64 - 2023-12-31 25,353 $1,310,000 -2,205
   Integrated Wealth Concepts LLC 618 - 2023-12-31 25,045 $1,294,000 -21,723
   Paragon Private Wealth Management LLC 42 - 2023-12-31 21,347 $1,103,000 -4,924
   SUTTON PLACE INVESTORS LLC 53 - 2024-03-31 21,433 $1,101,000 -492
   Snowden Capital Advisors LLC 420 - 2023-12-31 20,578 $1,063,000 -3,629
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 144 - 2023-12-31 20,352 $1,051,000 -1,000
   LEVEL FOUR ADVISORY SERVICES LLC 289 - 2023-12-31 20,155 $1,041,000 -2,018
   WILEY BROS.-AINTREE CAPITAL LLC 149 - 2024-03-31 19,971 $1,021,000 -1,973
   BEACON FINANCIAL GROUP 151 - 2023-12-31 19,363 $1,000,000 -1,300
   NATIONAL ASSET MANAGEMENT, INC. 531 - 2023-12-31 19,046 $984,000 -58
   Atria Wealth Solutions Inc. 864 - 2023-12-31 18,945 $979,000 -1,383
   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
   CFG ASSET MANAGEMENT LLC 117 - 2023-12-31 16,937 $875,000 -305
   EPG Wealth Management LLC 115 - 2023-12-31 17,010 $871,000 -1,135
   Alta Wealth Advisors LLC 56 - 2024-03-31 16,523 $849,000 -1,348
   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
   AE Wealth Management LLC 1229 - 2023-12-31 15,523 $794,000 -8,525
   Signature Wealth Management Group 72 - 2024-03-31 15,360 $783,000 -2,257
   Retirement Network 95 - 2023-12-31 14,810 $765,000 -381
   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
   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
   IHT Wealth Management LLC 582 - 2023-12-31 10,141 $524,000 -2,562
   Good Life Advisors LLC 239 - 2024-03-31 10,199 $524,000 -1,563
   Ameritas Advisory Services LLC 424 - 2023-12-31 10,045 $517,000 -30,279
   Wheelhouse Advisory Group LLC 23 - 2024-03-31 10,001 $514,000 -1,282
   GREAT VALLEY ADVISOR GROUP INC. 457 - 2023-12-31 9,867 $510,000 -389
   Gladstone Institutional Advisory LLC 415 - 2023-12-31 9,839 $508,000 -927
   VALMARK ADVISERS INC 344 - 2023-12-31 9,325 $482,000 -599
   Kaydan Wealth Management Inc. 61 - 2024-03-31 9,194 $472,000 -60
   PETERSON WEALTH MANAGEMENT 43 - 2023-12-31 9,007 $465,000 -12,793
   REGAL INVESTMENT ADVISORS, LLC 352 - 2023-12-31 8,466 $437,000 -1,739
   Kingsview Wealth Management LLC 676 - 2023-12-31 8,130 $420,000 -306
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4038 - 2023-12-31 7,817 $404,000 -21,328
   National Wealth Management Group LLC 80 - 2023-12-31 7,758 $401,000 -157
   U.S. Capital Wealth Advisors LLC 497 - 2023-12-31 7,575 $391,000 -4,775
   McNamara Financial Services Inc. 55 - 2024-03-31 7,530 $387,000 -172
  100 Records found
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