First Trust Managed MunicipaFMBETF
13F holders, Q1 2024 (March 31)297holders
1famous investor
$51.40avg. 13F price*
At the end of Q1 2024, 297 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings. The largest holders were Morgan Stanley ($138.0M), LPL Financial LLC ($126.0M) and Wells Fargo & Company ($114.7M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- First Trust Managed Municipa
- CUSIP
- 33739N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $34.7M |
| Exits | 22 | $14.3M |
Ownership 297 holders
| Morgan Stanley | 0.01% | Add +6.3% | 2,686,926 | $138.0M |
| LPL Financial LLC | 0.07% | Add +12.2% | 2,453,136 | $126.0M |
| Wells Fargo & Company | 0.03% | Add +9.3% | 2,233,242 | $114.7M |
| Bank of America Corp. | 0.01% | Add +5.9% | 1,711,940 | $87.9M |
| UBS Group AG | 0.03% | Reduce -8.5% | 1,615,572 | $83.0M |
| Sequoia Financial Advisors, LLC | 0.63% | Add +9.3% | 987,518 | $50.7M |
| Avantax Planning Partners, Inc. | 1.60% | Reduce -6.5% | 961,628 | $49.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +16.5% | 751,689 | $38.6M |
| CW Advisors, LLC | 0.61% | Add +2.6% | 693,046 | $35.6M |
| Royal Bank of Canada | 0.01% | Reduce -1.5% | 575,672 | $29.6M |
| Avantax Advisory Services, Inc. | 0.24% | Add +44.5% | 524,971 | $27.0M |
| Osaic Holdings, Inc. | 0.05% | Reduce -18.1% | 436,875 | $22.4M |
| Composition Wealth, LLC | 0.54% | Reduce -6.1% | 417,191 | $21.4M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 404,498 | $20.8M |
| OneDigital Investment Advisors LLC | 0.31% | Add +10.2% | 382,541 | $19.6M |
| Raymond James & Associates | 0.01% | Reduce -6.0% | 355,590 | $18.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.4% | 353,174 | $18.1M |
| Commonwealth Equity Services, LLC | 0.03% | Add +15.7% | 335,527 | $17.2M |
| Jane Street Group, LLC | 0.02% | New | 297,292 | $15.3M |
| CWA Asset Management Group, LLC | 0.91% | Reduce -13.7% | 291,119 | $15.0M |
| Truist Financial Corp. | 0.02% | Add +2.5% | 284,365 | $14.6M |
| Stifel Financial Corp. | 0.02% | Add +12.8% | 282,276 | $14.5M |
| Cetera Investment Advisers | 0.03% | Add +246.7% | 252,562 | $13.0M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -2.0% | 250,956 | $12.9M |
| ERn Financial, LLC | 2.22% | Add +0.3% | 249,260 | $12.8M |
| RMR Wealth Builders | 1.49% | Add +23.2% | 239,188 | $12.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.4% | 236,465 | $12.1M |
| Kowal Investment Group, LLC | 2.46% | Add +0.9% | 221,192 | $11.4M |
| Verus Capital Partners, LLC | 1.24% | Add +8.0% | 218,781 | $11.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.2% | 211,103 | $10.8M |
| Frisch Financial Group, Inc. | 3.51% | Reduce -1.2% | 205,802 | $10.6M |
| Motco | 0.63% | Reduce -1.1% | 203,805 | $10.5M |
| RFG Advisory, LLC | 0.34% | Reduce -1.2% | 192,325 | $9.9M |
| Financial Planning & Information Services, Inc. | 1.41% | Reduce -28.9% | 182,949 | $9.4M |
| NewEdge Advisors, LLC | 0.08% | Add +12.8% | 169,895 | $8.7M |
| Private Advisor Group, LLC | 0.06% | Add +4.1% | 167,403 | $8.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.2% | 164,064 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.0% | 158,343 | $8.1M |
| Citigroup Inc. | 0.01% | Reduce -6.4% | 153,063 | $7.9M |
| Vantage Financial Partners Ltd., Inc. | 1.96% | Add +2.9% | 146,378 | $7.5M |
| GM Advisory Group, LLC | 0.49% | Add +2.3% | 136,445 | $7.0M |
| Arq Wealth Advisors, LLC | 2.79% | New | 125,155 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.3% | 123,705 | $6.4M |
| Financial Advocates Investment Management | 0.36% | Add +14.4% | 121,070 | $6.2M |
| Arkansas Financial Group, Inc. | 1.09% | Add +3.0% | 120,966 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +250.7% | 111,492 | $5.7M |
| First Horizon Advisors, Inc. | 0.17% | Reduce -1.7% | 108,103 | $5.6M |
| Renaissance Technologies | 0.01% | Reduce -50.8% | 107,300 | $5.5M |
| Country Trust Bank | 0.14% | Add +17.6% | 106,320 | $5.5M |
| Magnus Financial Group LLC | 0.63% | Reduce -9.4% | 101,997 | $5.2M |
| Atria Investments, Inc | 0.07% | Add +5.7% | 100,508 | $5.2M |
| BCGM Wealth Management, LLC | 1.82% | Reduce -0.4% | 98,600 | $5.1M |
| FSB Premier Wealth Management, Inc. | 2.30% | Add +2.8% | 96,394 | $5.0M |
| Lake Street Private Wealth, LLC | 0.69% | Add +10.4% | 96,300 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | New | 95,905 | $4.9M |
| Mgo One Seven LLC | 0.26% | Add +4.0% | 95,763 | $4.9M |
| First Heartland Consultants, Inc. | 0.51% | Add +7.8% | 95,385 | $4.9M |
| MML Investors Services, LLC | 0.02% | Reduce -3.3% | 94,737 | $4.9M |
| Etesian Wealth Advisors, Inc. | 2.64% | Add +0.7% | 89,661 | $4.6M |
| Legacy Private Trust Co. | 0.34% | No change | 89,275 | $4.6M |
| Prestige Wealth Management Group LLC | 0.88% | Add +16.2% | 79,662 | $4.1M |
| Advance Capital Management, Inc. | 0.28% | Reduce -1.1% | 78,292 | $4.0M |
| Journey Strategic Wealth LLC | 0.18% | Add +15.8% | 77,499 | $4.0M |
| Wiser Advisor Group LLC | 5.89% | Reduce -9.8% | 73,163 | $3.8M |
| Bernardo Wealth Planning LLC | 0.99% | Reduce -14.6% | 69,502 | $3.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +39.7% | 64,526 | $3.3M |
| Westside Investment Management, Inc. | 0.79% | Reduce -1.6% | 64,266 | $3.3M |
| Main Line Retirement Advisors, LLC | 2.53% | Add +6.6% | 62,627 | $3.2M |
| Landmark Wealth Management, LLC | 1.45% | Add +5.6% | 60,931 | $3.1M |
| Inspirion Wealth Advisors, LLC | 0.51% | Reduce -1.1% | 59,746 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +27.6% | 57,452 | $3.0M |
| Pine Valley Investments Ltd Liability Co | 0.23% | Add +8.7% | 56,621 | $2.9M |
| Cwm, LLC | 0.01% | Add +128.3% | 56,461 | $2.9M |
| D.A. Davidson & Co. | 0.03% | Add +13.3% | 54,544 | $2.8M |
| Ausdal Financial Partners, Inc. | 0.32% | Add +7.4% | 53,771 | $2.8M |
| Rehmann Capital Advisory Group | 0.20% | Add +8.0% | 53,222 | $2.7M |
| Blackhawk Capital Partners, LLC | 1.70% | Reduce -2.9% | 53,191 | $2.7M |
| Comerica Bank | 0.01% | Add +10.6% | 52,993 | $2.7M |
| ABLE Financial Group, LLC | 1.05% | Reduce -2.6% | 51,952 | $2.7M |
| HFG Wealth Management, LLC | 1.54% | Add +2.6% | 50,934 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.8% | 50,865 | $2.6M |
| Larson Financial Group LLC | 0.20% | Add +105.3% | 50,239 | $2.6M |
| Syntegra Private Wealth Group, LLC | 0.33% | Reduce -73.8% | 50,222 | $2.6M |
| EdgeRock Capital LLC | 2.03% | Reduce -3.8% | 49,686 | $2.6M |
| Western Wealth Management, LLC | 0.20% | Reduce -5.3% | 49,418 | $2.5M |
| Atlas Private Wealth Advisors | 0.84% | Reduce -50.1% | 48,800 | $2.5M |
| Weitzel Financial Services, Inc. | 1.26% | Add +5.1% | 48,742 | $2.5M |
| Opinicus Capital, Inc. | 2.19% | Reduce -0.3% | 48,126 | $2.5M |
| WealthCare Investment Partners, LLC | 1.19% | Reduce -0.4% | 47,921 | $2.5M |
| PCG Wealth Advisors, LLC | 1.16% | Add +0.9% | 47,529 | $2.4M |
| Old Mission Investment Co LLC | 0.81% | Reduce -2.1% | 47,215 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -16.0% | 46,708 | $2.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -1.4% | 45,432 | $2.3M |
| XML Financial, LLC | 0.24% | Reduce -2.7% | 45,335 | $2.3M |
| Wealth Management Resources, Inc. | 0.63% | Reduce -45.6% | 44,099 | $2.3M |
| Invenio Wealth Partners LLC | 1.19% | Add +245.7% | 42,865 | $2.2M |
| Crumly & Associates Inc. | 0.57% | Add +80.1% | 42,280 | $2.2M |
| Family Capital Management, Inc. | 1.48% | Reduce -12.2% | 41,327 | $2.1M |
| Foster & Motley Inc. | 0.15% | Add +5.1% | 41,320 | $2.1M |
| Heck Capital Advisors, LLC | 0.32% | Reduce -3.2% | 41,151 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -9.3% | 40,284 | $2.1M |
| Tower Wealth Partners, Inc. | 1.34% | Reduce -1.6% | 40,124 | $2.1M |
| Flagstar Securities, Inc. | 0.57% | Reduce -12.6% | 40,110 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -3.1% | 38,938 | $2.0M |
| Econ Financial Services Corp | 1.23% | New | 38,581 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +154.7% | 38,378 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.1% | 37,902 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Reduce -5.2% | 37,483 | $1.9M |
| Ogorek Anthony Joseph /NY/ | 0.66% | Add +0.8% | 36,739 | $1.9M |
| Cypress Capital Group | 0.22% | Reduce -13.7% | 36,445 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 35,775 | $1.8M |
| Moneywise, Inc. | 0.99% | Reduce -15.7% | 35,564 | $1.8M |
| Modern Wealth Management, LLC | 0.17% | Add +4.7% | 35,431 | $1.8M |
| Mariner, LLC | 0.00% | Add +7.5% | 35,357 | $1.8M |
| Sebold Capital Management, Inc. | 1.20% | Add +2.4% | 34,556 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Add +6.7% | 34,225 | $1.8M |
| Southland Equity Partners LLC | 0.49% | Add +25.6% | 33,830 | $1.7M |
| Principal Securities, Inc. | 0.05% | Reduce -5.9% | 33,453 | $1.7M |
| Insight Wealth Strategies, LLC | 0.25% | Add +3.4% | 33,445 | $1.7M |
| Strategic Financial Partners, Ltd. | 0.95% | Add +7.3% | 33,340 | $1.7M |
| Hedeker Wealth, LLC | 0.49% | Add +4.0% | 33,042 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -19.1% | 32,811 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +23.7% | 32,616 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.35% | Add +24.0% | 31,544 | $1.6M |
| Stephens Inc. | 0.03% | No change | 31,500 | $1.6M |
| Keystone Financial Group | 0.24% | Add +0.6% | 31,287 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.17% | Add +0.2% | 31,091 | $1.6M |
| IFG Advisory, LLC | 0.12% | Reduce -2.0% | 30,928 | $1.6M |
| Clear Creek Financial Management, LLC | 0.20% | Add +4.9% | 30,865 | $1.6M |
| Grant/GrossMendelsohn, LLC | 0.73% | No change | 30,646 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Add +200.4% | 30,174 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.25% | Add +0.1% | 29,154 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -2.1% | 28,646 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +9.5% | 26,029 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 2,828 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.14% | No change | 25,353 | $1.3M |
| Summit Wealth Partners, LLC | 0.28% | No change | 25,218 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.0% | 24,539 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +16.2% | 23,866 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +14.0% | 23,453 | $1.2M |
| Nilsine Partners, LLC | 0.16% | Add +7.1% | 23,350 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +2.6% | 23,124 | $1.2M |
| Sutton Place Investors LLC | 0.54% | Reduce -2.2% | 21,433 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +12.9% | 21,393 | $1.1M |
| Seascape Capital Management | 0.41% | Add +41.9% | 21,350 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.65% | Reduce -0.7% | 21,207 | $1.1M |
| IFP Advisors, Inc | 0.05% | Reduce -30.0% | 21,022 | $1.1M |
| Eldridge Investment Advisors, Inc. | 0.28% | Reduce -49.9% | 20,931 | $1.1M |
| Private Trust Co. NA | 0.12% | Add +4.1% | 20,837 | $1.1M |
| Moneco Advisors, LLC | 0.17% | Add +17.5% | 20,561 | $1.1M |
| Trustmark Bank Trust Department | 0.09% | Add +0.0% | 20,354 | $1.0M |
| Level Four Advisory Services, LLC | 0.06% | No change | 20,155 | $1.0M |
| GSG Advisors LLC | 0.38% | Add +38.2% | 20,286 | $1.0M |
| &partners | 0.14% | Reduce -9.0% | 19,971 | $1.0M |
| Beacon Financial Group | 0.11% | No change | 19,363 | $994K |
| Koshinski Asset Management, Inc. | 0.10% | New | 19,127 | $982K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -47.9% | 18,577 | $954K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -47.9% | 18,577 | $954K |
| High Net Worth Advisory Group LLC | 0.30% | Reduce -1.0% | 18,513 | $951K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.55% | Reduce -2.9% | 18,400 | $945K |
| Worth Financial Advisory Group, LLC | 0.65% | Reduce -2.5% | 18,296 | $940K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.3% | 19,104 | $934K |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +2.9% | 18,123 | $931K |
| Naviter Wealth, LLC | 0.14% | New | 17,158 | $881K |
| NewSquare Capital LLC | 0.08% | Reduce -2.4% | 16,537 | $849K |
| Alta Wealth Advisors LLC | 0.43% | Reduce -7.5% | 16,523 | $849K |
| Cooper Financial Group | 0.14% | Add +1.1% | 16,067 | $825K |
| Virtue Capital Management, LLC | 0.15% | Add +0.0% | 16,112 | $822K |
| Cottonwood Capital Advisors, LLC | 0.65% | Reduce -4.2% | 16,126 | $821K |
| TL Private Wealth | 0.41% | Reduce -19.4% | 16,052 | $820K |
| Traction Financial Partners, LLC | 0.63% | Add +20.3% | 15,760 | $807K |
| EPG Wealth Management LLC | 0.20% | Reduce -8.3% | 15,590 | $801K |
| Signature Wealth Management Group | 0.36% | Reduce -12.8% | 15,360 | $783K |
| Lincoln National Corp. | 0.01% | Reduce -13.1% | 14,863 | $763K |
| Walkner Condon Financial Advisors LLC | 0.16% | Add +3.0% | 14,533 | $746K |
| Delos Wealth Advisors, LLC | 0.84% | New | 14,505 | $745K |
| Warren Street Wealth Advisors, LLC | 0.35% | Reduce -10.9% | 13,636 | $700K |
| Financial Strategies Group, Inc. | 0.18% | Add +75.4% | 13,289 | $679K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -3.7% | 12,137 | $623K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 11,965 | $615K |
| Hobart Private Capital, LLC | 0.18% | Add +23.0% | 11,761 | $604K |
| IHT Wealth Management, LLC | 0.02% | Add +14.9% | 11,656 | $599K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +12.6% | 11,111 | $571K |
| Creative Planning | 0.00% | Reduce -57.1% | 11,105 | $570K |
| Csenge Advisory Group | 0.03% | Reduce -8.9% | 11,067 | $568K |
| Occidental Asset Management, LLC | 0.11% | Add +28.9% | 11,002 | $565K |
| Belpointe Asset Management LLC | 0.04% | Add +43.2% | 10,799 | $555K |
| Patten Group, Inc. | 0.13% | Add +10.1% | 10,621 | $545K |
| Tempus Wealth Planning, LLC | 0.24% | Reduce -5.3% | 10,614 | $545K |
| Saxon Interests, Inc. | 0.25% | Add +6.2% | 10,349 | $532K |
| Good Life Advisors, LLC | 0.05% | Reduce -13.3% | 10,199 | $524K |
| PFS Partners, LLC | 0.35% | Add +3947.0% | 10,077 | $518K |
| Wheelhouse Advisory Group LLC | 0.39% | Reduce -11.4% | 10,001 | $514K |
| McDonald Partners LLC | 0.14% | No change | 10,000 | $514K |
| Lunt Capital Management, Inc. | 0.25% | No change | 9,947 | $511K |
| Ashton Thomas Private Wealth, LLC | 0.03% | No change | 9,885 | $508K |
| One Plus One Wealth Management, LLC | 0.28% | No change | 9,551 | $491K |
| Kaydan Wealth Management, Inc. | 0.16% | Reduce -0.7% | 9,194 | $472K |
| Foundations Investment Advisors, LLC | 0.01% | No change | 9,186 | $472K |
| Pineridge Advisors LLC | 0.16% | Reduce -11.7% | 9,129 | $469K |
| Security Financial Services, INC. | 0.10% | Add +11.9% | 9,023 | $463K |
| Kovack Advisors, Inc. | 0.06% | No change | 9,000 | $462K |
| Advisory Resource Group | 0.11% | Reduce -3.8% | 8,937 | $459K |
| Fragasso Financial Advisors Inc | 0.04% | Add +48.3% | 8,900 | $457K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.8% | 8,899 | $457K |
| LVZ, Inc. | 0.06% | Add +28.5% | 8,753 | $450K |
| Bowman & Co S.C. | 0.27% | Add +12.2% | 8,560 | $440K |
| Valmark Advisers, Inc. | 0.01% | Reduce -8.6% | 8,527 | $438K |
| Catalina Capital Group, LLC | 0.19% | Add +8.2% | 8,523 | $438K |
| Peterson Wealth Management | 0.31% | Reduce -7.2% | 8,355 | $429K |
| HCR Wealth Advisors | 0.07% | No change | 8,344 | $429K |
| Cedrus LLC | 0.23% | Add +0.0% | 8,323 | $427K |
| Independent Financial Group, LLC | 0.02% | Reduce -50.4% | 8,279 | $425K |
| Regal Investment Advisors LLC | 0.03% | Reduce -3.3% | 8,191 | $421K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -17.4% | 8,131 | $418K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.5% | 7,832 | $402K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | New | 7,782 | $400K |
| Steele Capital Management, Inc. | 0.02% | No change | 7,696 | $395K |
| National Wealth Management Group, LLC | 0.30% | Reduce -2.1% | 7,591 | $390K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | No change | 7,575 | $389K |
| McNamara Financial Services, Inc. | 0.08% | Reduce -2.2% | 7,530 | $387K |
| Lifeworks Advisors, LLC | 0.11% | Add +0.1% | 7,524 | $386K |
| Raymond James Trust N.A. | 0.01% | Reduce -7.1% | 7,509 | $386K |
| US Bancorp \de | 0.00% | Add +17.2% | 7,485 | $384K |
| Leelyn Smith, LLC | 0.08% | Reduce -49.7% | 7,443 | $382K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,398 | $380K |
| Core Wealth Partners LLC | 0.28% | New | 7,230 | $371K |
| Quantum Private Wealth, LLC | 0.14% | No change | 7,200 | $370K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.4% | 6,982 | $359K |
| Auour Investments LLC | 0.13% | Reduce -0.9% | 6,935 | $356K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.2% | 6,813 | $350K |
| ShoreHaven Wealth Partners, LLC | 0.19% | Add +19.8% | 6,809 | $350K |
| New Perspectives, Inc | 0.19% | — | 6,644 | $341K |
| Intrua Financial, LLC | 0.05% | Reduce -29.2% | 6,599 | $339K |
| Purus Wealth Management, LLC | 0.17% | Reduce -0.9% | 6,579 | $338K |
| Spotlight Asset Group, Inc. | 0.24% | No change | 6,579 | $338K |
| Meeder Asset Management Inc. | 0.02% | No change | 6,420 | $330K |
| Cooksen Wealth, LLC | 0.34% | Add +33.8% | 6,334 | $325K |
| Cozad Asset Management Inc. | 0.03% | No change | 6,246 | $321K |
| GPS Wealth Strategies Group, LLC | 0.05% | No change | 6,195 | $318K |
| Kintra Wealth, LLC | 0.23% | Add +0.4% | 6,160 | $316K |
| Fairhaven Wealth Management, LLC | 0.11% | No change | 6,000 | $308K |
| Total Investment Management Inc. | 0.04% | Add +0.9% | 5,891 | $303K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,550 | $285K |
| VestGen Investment Management | 0.08% | No change | 5,390 | $277K |
| Benjamin Edwards Inc. | 0.05% | Add +5.1% | 5,075 | $261K |
| AE Wealth Management LLC | 0.00% | Reduce -67.5% | 5,049 | $259K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 5,005 | $257K |
| Bison Wealth, LLC | 0.04% | Reduce -5.2% | 4,994 | $256K |
| HBW Advisory Services LLC | 0.05% | No change | 4,913 | $254K |
| Quad-Cities Investment Group, LLC | 0.15% | Add +0.8% | 4,941 | $254K |
| Capital Market Strategies LLC | 0.19% | No change | 4,895 | $251K |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.5% | 4,890 | $251K |
| O'Dell Group, LLC | 0.06% | Add +40.1% | 4,887 | $251K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.5% | 4,880 | $251K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -10.8% | 4,698 | $241K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -0.3% | 4,677 | $240K |
| Plante Moran Financial Advisors, LLC | 0.03% | New | 4,571 | $235K |
| Iams Wealth Management, LLC | 0.14% | New | 4,412 | $227K |
| Watershed Private Wealth LLC | 0.10% | Reduce -17.0% | 4,398 | $226K |
| Erickson Financial Group, LLC | 0.18% | Reduce -1.1% | 4,389 | $225K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -22.0% | 4,368 | $224K |
| OneAscent Financial Services LLC | 0.02% | New | 4,371 | $224K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -51.4% | 4,312 | $221K |
| Condor Capital Management | 0.02% | Reduce -72.0% | 4,285 | $220K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -90.4% | 4,258 | $219K |
| Arax Advisory Partners | 0.02% | No change | 4,201 | $216K |
| Genesee Capital Advisors, LLC | 0.12% | Add +1.0% | 4,165 | $214K |
| Cedar Brook Financial Partners, LLC | 0.04% | No change | 4,134 | $212K |
| Focus Financial Network, Inc. | 0.01% | — | 4,092 | $208K |
| Altus Wealth Group LLC | 0.10% | New | 4,039 | $207K |
| GoalVest Advisory LLC | 0.06% | New | 3,506 | $180K |
| Stephens Consulting, LLC | 0.06% | Add +0.3% | 3,503 | $180K |
| Creative Financial Designs Inc. | 0.01% | Reduce -8.0% | 3,031 | $156K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -78.4% | 3,001 | $154K |
| VitalStone Financial, LLC | 0.11% | Add +4.0% | 2,898 | $149K |
| Tyler-Stone Wealth Management | 0.06% | Add +1.1% | 2,584 | $133K |
| Formidable Asset Management, LLC | 0.02% | New | 2,542 | $131K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -34.8% | 1,966 | $101K |
| Ancora Advisors LLC | 0.00% | New | 1,831 | $94K |
| Tidemark, LLC | 0.05% | Add +21.3% | 1,776 | $91K |
| Lanark Financial, Inc. | 0.01% | Reduce -37.9% | 1,598 | $82K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Add +0.6% | 1,172 | $60K |
| Raffa Wealth Management, LLC | 0.01% | New | 965 | $50K |
| Continuum Advisory, LLC | 0.01% | New | 862 | $44K |
| Capital Analysts, LLC | 0.00% | No change | 835 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 556 | $29K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 500 | $26K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +928.6% | 360 | $19K |
| CoreCap Advisors, LLC | 0.00% | New | 311 | $16K |
| Tucker Asset Management LLC | 0.00% | Reduce -33.1% | 251 | $13K |
| Hollencrest Capital Management | 0.00% | No change | 249 | $13K |
| BNP Paribas Financial Markets | 0.00% | New | 99 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 77 | $4K |
| FMR LLC | 0.00% | No change | 1 | $51 |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.