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
Marla Wooton@Miracle Mile Advisors, Llc
Recent Activity
Increased 5%
0.66%
$32.128M
629,831 shares@ 51.01 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 15.06%
0.05%
$15.729M
308,349 shares@ 51.02 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased 0%
1.5%
$14.497M
284,204 shares@ 51.02 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
Increased 4.86%
2.14%
$14.225M
278,866 shares@ 51.01 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
JOSH OPP@Brady Martz Wealth Solutions, Llc
Recent Activity
New Position
1.56%
$6.44M
127,253 shares@ 50.61 avg price
Mary McCraw@Arkansas Financial Group, Inc.
Recent Activity
Increased 1.64%
1.03%
$6.342M
124,323 shares@ 51.01 avg price
Michael B. Mahlik@Legacy Private Trust Co.
Recent Activity
Increased 12.32%
0.35%
$5.313M
104,155 shares@ 51.01 avg price
David Harrison@Magnus Financial Group Llc
Recent Activity
Decreased -1.9%
0.5%
$5.089M
99,758 shares@ 51.01 avg price
JOSEPH STOCK@Lake Street Private Wealth, Llc
Recent Activity
Increased 1.15%
0.8%
$4.968M
97,400 shares@ 51.01 avg price