FMB

First Trust Managed MunicipaETF
UnclassifiedUSCUSIP 33739N108◍ Confluence graph
Tracked 13F Holders
278
-50 QoQ
13F Value (tracked)
$1.4B
13F Moves · latest Q
34 added
8 trimmed
Recent Filings
0

Who owns FMB?

278 tracked 13F filers

278 tracked 13F filers disclose a position in FMB as of the latest SEC 13F filings, a combined $1.4B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$169.2M
3.3M
+13%
Added · +395K sh
Q1 2026
2WELLS FARGO & COMPANY/MN
$123.0M
2.4M
+1.3%
Added · +30K sh
Q1 2026
3LPL Financial LLC
$118.0M
2.3M
+0.9%
Added · +20K sh
Q1 2026
4BANK OF AMERICA CORP /DE/
$103.7M
2.0M
+12%
Added · +222K sh
Q1 2026
5UBS Group AG
$96.5M
1.9M
+3.6%
Added · +67K sh
Q1 2026
6RAYMOND JAMES FINANCIAL INC
$62.0M
1.2M
+2.8%
Added · +34K sh
Q1 2026
7Avantax Planning Partners, Inc.
$43.0M
837K
−0.7%
Reduced · −6K sh
Q2 2026
8OSAIC HOLDINGS, INC.
$39.8M
786K
−1.5%
Reduced · −12K sh
Q1 2026
9OneDigital Investment Advisors LLC
$37.7M
744K
+29%
Added · +166K sh
Q1 2026
10NewEdge Advisors, LLC
$25.6M
498K
+16%
Added · +69K sh
Q2 2026
11TRUIST FINANCIAL CORP
$22.4M
430K
+4.7%
Added · +19K sh
Q1 2026
12Cetera Investment Advisers
$21.2M
418K
+2.1%
Added · +9K sh
Q1 2026
13ROYAL BANK OF CANADA
$21.1M
416K
−9.6%
Reduced · −44K sh
Q1 2026
14RMR Wealth Builders
$18.1M
352K
+5.6%
Added · +19K sh
Q2 2026
15COMMONWEALTH EQUITY SERVICES, LLC
$17.6M
348K
−0.6%
Reduced · −2K sh
Q1 2026
16ENVESTNET ASSET MANAGEMENT INC
$16.4M
324K
+8.3%
Added · +25K sh
Q1 2026
17Rockefeller Capital Management L.P.
$16.1M
318K
+7.5%
Added · +22K sh
Q1 2026
18STIFEL FINANCIAL CORP
$15.1M
298K
+2.7%
Added · +8K sh
Q1 2026
19Composition Wealth, LLC
$12.9M
251K
−1.0%
Reduced · −3K sh
Q2 2026
20GM Advisory Group, LLC
$12.2M
241K
−1.8%
Reduced · −4K sh
Q1 2026
21Frisch Financial Group, Inc.
$11.7M
228K
+3.7%
Added · +8K sh
Q2 2026
22JONES FINANCIAL COMPANIES LLLP
$11.3M
224K
+25%
Added · +45K sh
Q1 2026
23NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$11.3M
224K
+6.0%
Added · +13K sh
Q1 2026
24Bank of New York Mellon Corp
$9.4M
186K
−0.2%
Reduced · −459 sh
Q1 2026
25MOTCO
$9.5M
185K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FMB being bought or sold by institutions?

Last quarter, 3 funds opened a new position in FMB and 31 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
31
funds
Reduced
8
funds
Exited
0
funds

Funds that own FMB also own

CompanyCo-held byCombined value
APPLE INCAAPL145 funds$15.7B
NVIDIA CORPNVDA144 funds$15.1B
MICROSOFT CORPMSFT144 funds$8.3B
AMAZON.COM INCAMZN144 funds$7.6B
ALPHABET INC-CL AGOOGL143 funds$6.1B
SS SPDR S&P 500 ETF TRUST-USSPY142 funds$6.1B
JPMORGAN CHASE & COJPM141 funds$4.1B
INVESCO QQQ TRUST SERIES 1QQQ139 funds$5.1B
TESLA INCTSLA136 funds$3.0B
JOHNSON & JOHNSONJNJ136 funds$2.7B
WALMART INCWMT136 funds$2.5B
BROADCOM INCAVGO135 funds$5.3B

Ranked by how many of FMB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

210 funds+3 since Q3 2024
0131262Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $412.0M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for FMB

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Ask your agent what changed in FMB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FMB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FMB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.