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
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
0.09%
$537,798
10,543 shares@ 51.01 avg price
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
Decreased -3.51%
0.23%
$502,448
9,850 shares@ 51.01 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -20.69%
0.04%
$453,989
8,900 shares@ 51.01 avg price
Steve Weinberger@Hcr Wealth Advisors
Recent Activity
0.06%
$425,627
8,344 shares@ 51.01 avg price
Joyce A. Kruzan@Kaydan Wealth Management, Inc.
Recent Activity
Decreased -4.6%
0.14%
$408,029
7,999 shares@ 51.02 avg price
Kristie R. Furseth@Bowman & Co S.c.
Recent Activity
Decreased -1.77%
0.2%
$375,625
7,364 shares@ 51.01 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Decreased -17.56%
0.04%
$333,334
6,535 shares@ 51.01 avg price
Bonnie Larsen@Purus Wealth Management, Llc
Recent Activity
Decreased -1.86%
0.13%
$322,425
6,321 shares@ 51.01 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
New Position
0.02%
$249,490
4,891 shares@ 51.02 avg price
Alisha Arvold@Christopher J. Hasenberg, Inc
Recent Activity
Increased 51.79%
0.11%
$248,776
4,877 shares@ 51.02 avg price