FMB

First Trust Managed Municipa

Latest period2024 - Q4Total superinvestors45

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 45 superinvestors own shares of First Trust Managed Municipa (FMB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Managed Municipa (FMB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Managed Municipa (FMB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Managed Municipa (FMB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased 0%
1.5%
$14.497M
284,204 shares@ 51.02 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Decreased -9.04%
0.59%
$11.687M
229,102 shares@ 51.02 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -1.9%
0.5%
$5.089M
99,758 shares@ 51.01 avg price
DAVID TODD CLARK@Westside Investment Management, Inc.
Recent Activity
Decreased -2.15%
0.67%
$3.167M
62,076 shares@ 51.02 avg price
Henry Pizzutello@Hfg Wealth Management, Llc
Recent Activity
Decreased -7.66%
1.62%
$2.487M
47,864 shares@ 51.97 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -10.44%
0.2%
$2.089M
40,945 shares@ 51.02 avg price
Michael Little@Grant Grossmendelsohn, Llc
Recent Activity
Decreased -29.32%
0.94%
$1.79M
35,100 shares@ 51.01 avg price
Ashleigh C. Swayze@Bernardo Wealth Planning Llc
Recent Activity
Decreased -13.81%
0.39%
$1.596M
31,455 shares@ 50.75 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -0.85%
0.05%
$1.3M
25,494 shares@ 51.01 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Decreased -35.03%
0.17%
$1.256M
24,623 shares@ 51.02 avg price