First Trust Managed MunicipaFMBETF
13F holders, Q2 2024 (June 30)299holders +2
25new positions
24sold out
1famous investor
$51.13avg. 13F price*
At the end of Q2 2024, 299 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 2 from Q1 2024. 25 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($146.0M), LPL Financial LLC ($119.7M) and Wells Fargo & Company ($115.1M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $15.9M |
| Exits | 24 | $37.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,559,849 shares bought and 1,586,002 shares sold, net −26,153 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Morgan Stanley | 0.01% | Add +6.4% | 2,860,062 | $146.0M |
| LPL Financial LLC | 0.06% | Reduce -4.4% | 2,345,040 | $119.7M |
| Wells Fargo & Company | 0.03% | Add +0.9% | 2,254,389 | $115.1M |
| Bank of America Corp. | 0.01% | Add +1.8% | 1,742,725 | $89.0M |
| UBS Group AG | 0.03% | Add +2.7% | 1,658,996 | $84.7M |
| Sequoia Financial Advisors, LLC | 0.63% | Add +3.8% | 1,024,717 | $52.3M |
| Avantax Planning Partners, Inc. | 1.50% | Reduce -4.9% | 914,244 | $46.7M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -1.4% | 740,794 | $37.8M |
| CW Advisors, LLC | 0.56% | Reduce -0.6% | 688,749 | $35.2M |
| Royal Bank of Canada | 0.01% | Add +8.5% | 624,347 | $31.9M |
| Avantax Advisory Services, Inc. | 0.21% | Add +11.4% | 584,721 | $29.9M |
| Composition Wealth, LLC | 0.61% | Add +17.7% | 490,873 | $25.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.2% | 403,320 | $20.6M |
| OneDigital Investment Advisors LLC | 0.25% | Add +4.4% | 399,248 | $20.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.0% | 396,408 | $20.2M |
| Raymond James & Associates | 0.01% | Add +7.4% | 381,767 | $19.5M |
| Osaic Holdings, Inc. | 0.05% | Reduce -13.7% | 376,961 | $19.2M |
| Stifel Financial Corp. | 0.02% | Add +11.2% | 313,851 | $16.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.7% | 313,067 | $16.0M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 289,752 | $14.8M |
| Cetera Investment Advisers | 0.03% | Add +8.0% | 272,638 | $13.9M |
| Janney Montgomery Scott LLC | 0.04% | Add +7.2% | 253,486 | $12.9M |
| RMR Wealth Builders | 1.48% | Add +5.3% | 251,812 | $12.9M |
| ERn Financial, LLC | 2.13% | Add +0.7% | 250,933 | $12.8M |
| NewEdge Advisors, LLC | 0.09% | Add +39.3% | 236,657 | $12.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.2% | 208,591 | $10.7M |
| Motco | 0.61% | Reduce -0.2% | 203,388 | $10.4M |
| Kowal Investment Group, LLC | 1.97% | Reduce -12.6% | 193,226 | $9.9M |
| Verus Capital Partners, LLC | 1.01% | Reduce -13.2% | 189,839 | $9.7M |
| RFG Advisory, LLC | 0.31% | Reduce -1.7% | 189,044 | $9.7M |
| Frisch Financial Group, Inc. | 2.86% | Reduce -10.2% | 184,723 | $9.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.9% | 173,760 | $8.9M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -31.5% | 171,837 | $8.8M |
| GM Advisory Group, LLC | 0.55% | Add +21.4% | 165,632 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.6% | 157,359 | $8.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -6.0% | 157,352 | $8.0M |
| Vantage Financial Partners Ltd., Inc. | 1.95% | Add +5.1% | 153,872 | $7.9M |
| Larson Financial Group LLC | 0.53% | Add +201.9% | 151,651 | $7.7M |
| Citigroup Inc. | 0.01% | Reduce -1.7% | 150,486 | $7.7M |
| Financial Planning & Information Services, Inc. | 1.06% | Reduce -25.8% | 135,848 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.5% | 128,018 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +9.9% | 122,564 | $6.3M |
| Arkansas Financial Group, Inc. | 1.11% | Add +0.6% | 121,731 | $6.2M |
| First Horizon Advisors, Inc. | 0.17% | Add +2.8% | 111,083 | $5.7M |
| Financial Advocates Investment Management | 0.35% | Reduce -8.4% | 110,906 | $5.7M |
| MML Investors Services, LLC | 0.02% | Add +9.1% | 103,350 | $5.3M |
| Country Trust Bank | 0.13% | Reduce -3.0% | 103,101 | $5.3M |
| BCGM Wealth Management, LLC | 1.79% | Add +2.8% | 101,314 | $5.2M |
| First Heartland Consultants, Inc. | 0.51% | Add +5.6% | 100,753 | $5.1M |
| Magnus Financial Group LLC | 0.57% | Reduce -2.5% | 99,453 | $5.1M |
| Mgo One Seven LLC | 0.23% | Add +1.0% | 96,711 | $4.9M |
| Legacy Private Trust Co. | 0.35% | Add +7.8% | 96,194 | $4.9M |
| Atria Investments, Inc | 0.06% | Reduce -4.8% | 95,677 | $4.9M |
| Journey Strategic Wealth LLC | 0.21% | Add +23.2% | 95,496 | $4.9M |
| Atlas Private Wealth Advisors | 0.78% | Add +91.6% | 93,516 | $4.8M |
| FSB Premier Wealth Management, Inc. | 2.15% | Reduce -3.0% | 93,463 | $4.8M |
| Relative Value Partners Group, LLC | 0.61% | New | 91,700 | $4.7M |
| Lake Street Private Wealth, LLC | 0.61% | Reduce -4.8% | 91,700 | $4.7M |
| Cwm, LLC | 0.02% | Add +62.2% | 91,588 | $4.7M |
| Etesian Wealth Advisors, Inc. | 2.39% | Reduce -7.1% | 83,255 | $4.3M |
| Prestige Wealth Management Group LLC | 0.88% | Add +0.4% | 79,954 | $4.1M |
| Comerica Bank | 0.02% | Add +47.3% | 78,065 | $4.0M |
| Advance Capital Management, Inc. | 0.18% | Reduce -6.8% | 73,007 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | — | 70,795 | $3.6M |
| Landmark Wealth Management, LLC | 2.58% | Add +6.4% | 64,839 | $3.3M |
| Main Line Retirement Advisors, LLC | 2.49% | Add +1.7% | 63,679 | $3.3M |
| Westside Investment Management, Inc. | 0.74% | Reduce -1.8% | 63,099 | $3.2M |
| Inspirion Wealth Advisors, LLC | 0.47% | No change | 59,746 | $3.1M |
| Wiser Advisor Group LLC | 4.67% | Reduce -20.4% | 58,222 | $3.0M |
| Rehmann Capital Advisory Group | 0.21% | Add +6.9% | 56,909 | $2.9M |
| Invenio Wealth Partners LLC | 1.43% | Add +31.7% | 56,465 | $2.9M |
| Visionary Wealth Advisors | 0.19% | Reduce -2.2% | 56,189 | $2.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.5% | 55,815 | $2.9M |
| Pine Valley Investments Ltd Liability Co | 0.21% | Reduce -3.8% | 54,498 | $2.8M |
| Blackhawk Capital Partners, LLC | 1.66% | Add +1.5% | 53,965 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Reduce -1.5% | 53,726 | $2.7M |
| Per Stirling Capital Management, LLC. | 0.43% | Add +78.3% | 51,978 | $2.7M |
| HFG Wealth Management, LLC | 1.69% | Add +1.8% | 51,836 | $2.6M |
| DeDora Capital, Inc. | 0.80% | New | 30,852 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -53.0% | 50,477 | $2.6M |
| Southland Equity Partners LLC | 0.73% | Add +47.5% | 49,905 | $2.5M |
| Allworth Financial LP | 0.02% | Add +25.6% | 48,893 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -8.5% | 49,180 | $2.5M |
| Western Wealth Management, LLC | 0.18% | Reduce -1.1% | 48,849 | $2.5M |
| WealthCare Investment Partners, LLC | 1.15% | Add +1.2% | 48,515 | $2.5M |
| Sebold Capital Management, Inc. | 1.71% | Add +39.9% | 48,359 | $2.5M |
| Equitable Holdings, Inc. | 0.03% | Add +2.6% | 47,910 | $2.4M |
| Grant/GrossMendelsohn, LLC | 1.12% | Add +56.1% | 47,846 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -6.0% | 47,816 | $2.4M |
| Old Mission Investment Co LLC | 0.79% | Add +1.1% | 47,734 | $2.4M |
| Weitzel Financial Services, Inc. | 1.21% | Reduce -2.3% | 47,614 | $2.4M |
| Opinicus Capital, Inc. | 2.03% | Reduce -2.1% | 47,109 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +16.7% | 47,001 | $2.4M |
| Foster & Motley Inc. | 0.16% | Add +12.2% | 46,355 | $2.4M |
| Syntegra Private Wealth Group, LLC | 0.30% | Reduce -8.6% | 45,912 | $2.3M |
| EdgeRock Capital LLC | 1.81% | Reduce -7.8% | 45,830 | $2.3M |
| Prospera Financial Services Inc | 0.06% | Add +0.5% | 45,664 | $2.3M |
| XML Financial, LLC | 0.23% | Reduce -1.8% | 44,512 | $2.3M |
| ABLE Financial Group, LLC | 0.80% | Reduce -16.1% | 43,579 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | New | 41,630 | $2.1M |
| Heck Capital Advisors, LLC | 0.26% | Reduce -0.9% | 40,769 | $2.1M |
| Investment Planning Advisors, Inc. | 1.04% | — | 39,949 | $2.0M |
| PCG Wealth Advisors, LLC | 0.88% | Reduce -16.6% | 39,648 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +2.7% | 39,429 | $2.0M |
| Bernardo Wealth Planning LLC | 0.54% | Reduce -43.5% | 39,267 | $2.0M |
| Econ Financial Services Corp | 1.23% | Add +0.9% | 38,947 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.3% | 37,351 | $1.9M |
| Mariner, LLC | 0.00% | Add +5.7% | 37,383 | $1.9M |
| Flagstar Securities, Inc. | 0.51% | Reduce -9.0% | 36,509 | $1.9M |
| Family Capital Management, Inc. | 1.23% | Reduce -14.4% | 35,365 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.2% | 35,341 | $1.8M |
| Insight Wealth Strategies, LLC | 0.26% | Add +5.5% | 35,282 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.37% | Add +10.8% | 34,947 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +21.5% | 34,805 | $1.8M |
| IFG Advisory, LLC | 0.11% | Add +10.0% | 34,034 | $1.7M |
| Strategic Financial Partners, Ltd. | 0.94% | Add +0.6% | 33,547 | $1.7M |
| Modern Wealth Management, LLC | 0.12% | Reduce -6.5% | 33,117 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -3.9% | 32,891 | $1.7M |
| Principal Securities, Inc. | 0.05% | Reduce -4.1% | 32,094 | $1.6M |
| Ogorek Anthony Joseph /NY/ | 0.57% | Reduce -12.7% | 32,059 | $1.6M |
| Stephens Inc. | 0.02% | Add +1.5% | 31,975 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -4.8% | 31,232 | $1.6M |
| Old Mission Capital LLC | 0.04% | New | 31,099 | $1.6M |
| Clear Creek Financial Management, LLC | 0.19% | Add +0.1% | 30,894 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -6.3% | 30,568 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.16% | Reduce -2.2% | 30,396 | $1.6M |
| Traction Financial Partners, LLC | 1.09% | Add +83.8% | 28,971 | $1.5M |
| Moneywise, Inc. | 0.79% | Reduce -17.9% | 29,207 | $1.5M |
| Hedeker Wealth, LLC | 0.43% | Reduce -12.8% | 28,826 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Add +15.7% | 28,399 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Add +40.0% | 26,783 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +11.3% | 26,104 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -13.7% | 26,048 | $1.3M |
| Cypress Capital Group | 0.16% | Reduce -28.8% | 25,950 | $1.3M |
| Clearwater Capital Advisors, LLC | 0.14% | Reduce -0.1% | 25,322 | $1.3M |
| Summit Wealth Partners, LLC | 0.27% | No change | 25,218 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -5.8% | 24,530 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -37.0% | 23,870 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +2.4% | 23,685 | $1.2M |
| Secure Asset Management, LLC | 0.23% | New | 23,556 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +26.0% | 23,409 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +26.0% | 23,409 | $1.2M |
| Harbour Investments, Inc. | 0.04% | Reduce -4.9% | 22,699 | $1.2M |
| GSG Advisors LLC | 0.40% | Add +10.6% | 22,429 | $1.1M |
| Nilsine Partners, LLC | 0.15% | Reduce -4.2% | 22,378 | $1.1M |
| &partners | 0.05% | Add +9.9% | 21,950 | $1.1M |
| Sutton Place Investors LLC | 0.72% | Reduce -0.5% | 21,321 | $1.1M |
| Crumly & Associates Inc. | 0.31% | Reduce -49.9% | 21,168 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -1.4% | 21,090 | $1.1M |
| IFP Advisors, Inc | 0.04% | Reduce -0.7% | 20,872 | $1.1M |
| Seascape Capital Management | 0.39% | Reduce -3.5% | 20,600 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | Reduce -2.2% | 19,915 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +4.4% | 18,916 | $966K |
| Naviter Wealth, LLC | 0.14% | Add +9.7% | 18,825 | $961K |
| High Net Worth Advisory Group LLC | 0.29% | Add +0.1% | 18,522 | $946K |
| Worth Financial Advisory Group, LLC | 0.62% | Add +0.6% | 18,413 | $940K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.55% | No change | 18,400 | $940K |
| Hobart Private Capital, LLC | 0.26% | Add +54.9% | 18,212 | $930K |
| Moneco Advisors, LLC | 0.13% | Reduce -14.3% | 17,622 | $900K |
| Private Trust Co. NA | 0.10% | Reduce -15.9% | 17,514 | $894K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -12.7% | 16,680 | $852K |
| Alta Wealth Advisors LLC | 0.42% | Add +0.1% | 16,535 | $844K |
| TL Private Wealth | 0.38% | Add +0.7% | 16,169 | $833K |
| Virtue Capital Management, LLC | 0.14% | Add +0.0% | 16,117 | $827K |
| Cooper Financial Group | 0.12% | Add +0.8% | 16,196 | $827K |
| Cottonwood Capital Advisors, LLC | 0.62% | Reduce -3.3% | 15,589 | $800K |
| Signature Wealth Management Group | 0.34% | Reduce -1.7% | 15,093 | $771K |
| Wealth Management Resources, Inc. | 0.32% | Reduce -66.4% | 14,807 | $756K |
| Financial Strategies Group, Inc. | 0.18% | Add +6.8% | 14,187 | $728K |
| Eldridge Investment Advisors, Inc. | 0.18% | Reduce -32.3% | 14,171 | $724K |
| Paragon Private Wealth Management, LLC | 0.41% | Reduce -33.2% | 14,161 | $723K |
| NewSquare Capital LLC | 0.06% | Reduce -15.2% | 14,017 | $716K |
| Belpointe Asset Management LLC | 0.05% | Add +28.1% | 13,836 | $706K |
| Focus Financial Network, Inc. | 0.03% | Add +227.3% | 13,394 | $690K |
| Warren Street Wealth Advisors, LLC | 0.34% | Reduce -1.7% | 13,408 | $685K |
| Delos Wealth Advisors, LLC | 0.64% | Reduce -10.2% | 13,030 | $665K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 12,137 | $620K |
| Csenge Advisory Group | 0.03% | Add +5.3% | 11,654 | $595K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.3% | 11,575 | $591K |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.9% | 11,553 | $590K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.3% | 11,363 | $580K |
| Intrua Financial, LLC | 0.09% | Add +71.7% | 11,328 | $578K |
| Patten Group, Inc. | 0.13% | No change | 10,621 | $542K |
| One Plus One Wealth Management, LLC | 0.31% | Add +9.9% | 10,498 | $536K |
| Occidental Asset Management, LLC | 0.09% | Reduce -5.1% | 10,443 | $533K |
| Saxon Interests, Inc. | 0.25% | Reduce -0.3% | 10,322 | $527K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +3.8% | 10,259 | $524K |
| Elequin Capital, LP | 0.35% | New | 10,175 | $520K |
| Flow Traders U.S. LLC | 0.03% | New | 10,124 | $517K |
| McDonald Partners LLC | 0.14% | No change | 10,000 | $511K |
| PFS Partners, LLC | 0.32% | Reduce -0.8% | 9,995 | $510K |
| Lunt Capital Management, Inc. | 0.25% | No change | 9,947 | $508K |
| Good Life Advisors, LLC | 0.04% | Reduce -4.1% | 9,781 | $499K |
| LVZ, Inc. | 0.07% | Add +10.3% | 9,653 | $493K |
| Tempus Wealth Planning, LLC | 0.20% | Reduce -12.3% | 9,311 | $475K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.4% | 9,203 | $470K |
| Kaydan Wealth Management, Inc. | 0.16% | Reduce -1.1% | 9,089 | $464K |
| Wheelhouse Advisory Group LLC | 0.33% | Reduce -9.5% | 9,048 | $462K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +11.3% | 9,051 | $462K |
| Security Financial Services, INC. | 0.10% | Add +0.2% | 9,042 | $462K |
| Advisory Resource Group | 0.10% | Reduce -0.2% | 8,917 | $455K |
| Fragasso Financial Advisors Inc | 0.04% | No change | 8,900 | $454K |
| Steele Capital Management, Inc. | 0.02% | Add +13.2% | 8,713 | $445K |
| HBW Advisory Services LLC | 0.07% | Add +71.1% | 8,404 | $429K |
| HCR Wealth Advisors | 0.06% | No change | 8,344 | $426K |
| Cedrus LLC | 0.21% | Reduce -0.8% | 8,252 | $421K |
| Independent Financial Group, LLC | 0.02% | Reduce -1.7% | 8,137 | $415K |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.7% | 8,128 | $415K |
| ShoreHaven Wealth Partners, LLC | 0.22% | Add +19.1% | 8,111 | $414K |
| Pineridge Advisors LLC | 0.14% | Reduce -11.7% | 8,060 | $412K |
| Founders Financial Securities LLC | 0.04% | New | 8,050 | $411K |
| Core Wealth Partners LLC | 0.28% | Add +11.3% | 8,045 | $411K |
| Catalina Capital Group, LLC | 0.15% | Reduce -6.8% | 7,947 | $406K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -13.5% | 7,943 | $406K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | No change | 7,782 | $397K |
| Kovack Advisors, Inc. | 0.04% | Reduce -13.9% | 7,750 | $396K |
| Regal Investment Advisors LLC | 0.03% | Reduce -5.9% | 7,710 | $394K |
| National Wealth Management Group, LLC | 0.30% | No change | 7,591 | $388K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -3.1% | 7,589 | $387K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 7,575 | $387K |
| Raymond James Trust N.A. | 0.01% | No change | 7,509 | $383K |
| US Bancorp \de | 0.00% | No change | 7,485 | $382K |
| Bowman & Co S.C. | 0.22% | Reduce -12.6% | 7,478 | $382K |
| Meridian Wealth Management, LLC | 0.05% | New | 7,471 | $381K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 7,398 | $378K |
| Quantum Private Wealth, LLC | 0.13% | No change | 7,200 | $368K |
| Auour Investments LLC | 0.14% | Add +3.7% | 7,191 | $367K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -52.7% | 6,874 | $352K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 6,813 | $348K |
| Meeder Advisory Services, Inc. | 0.02% | New | 6,684 | $341K |
| Spotlight Asset Group, Inc. | 0.23% | No change | 6,579 | $336K |
| Purus Wealth Management, LLC | 0.15% | Reduce -0.3% | 6,558 | $335K |
| Creative Planning | 0.00% | Reduce -41.5% | 6,497 | $332K |
| Cooksen Wealth, LLC | 0.33% | Add +0.6% | 6,373 | $325K |
| Cozad Asset Management Inc. | 0.03% | No change | 6,246 | $319K |
| Lifeworks Advisors, LLC | 0.09% | Reduce -17.3% | 6,225 | $318K |
| Kintra Wealth, LLC | 0.22% | Add +0.5% | 6,188 | $316K |
| Jones Financial Companies LLLP | 0.00% | New | 6,080 | $310K |
| McNamara Financial Services, Inc. | 0.07% | Reduce -19.6% | 6,057 | $309K |
| Fairhaven Wealth Management, LLC | 0.10% | No change | 6,000 | $306K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -11.3% | 5,495 | $281K |
| VestGen Investment Management | 0.08% | No change | 5,390 | $275K |
| Leelyn Smith, LLC | 0.05% | Reduce -27.8% | 5,376 | $274K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -5.0% | 5,272 | $269K |
| Benjamin Edwards Inc. | 0.05% | Add +1.8% | 5,165 | $264K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,160 | $263K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -26.8% | 5,109 | $261K |
| Plante Moran Financial Advisors, LLC | 0.03% | Add +10.4% | 5,045 | $258K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 5,005 | $257K |
| Bison Wealth, LLC | 0.04% | No change | 4,994 | $256K |
| Icon Wealth Advisors, LLC | 0.02% | Add +1.1% | 4,932 | $254K |
| AE Wealth Management LLC | 0.00% | Reduce -2.1% | 4,944 | $252K |
| O'Dell Group, LLC | 0.06% | No change | 4,887 | $251K |
| Capital Market Strategies LLC | 0.16% | No change | 4,895 | $250K |
| OneAscent Financial Services LLC | 0.03% | Add +8.6% | 4,747 | $242K |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.9% | 4,652 | $238K |
| Iams Wealth Management, LLC | 0.13% | Add +2.6% | 4,526 | $231K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -4.5% | 4,468 | $228K |
| Condor Capital Management | 0.02% | No change | 4,285 | $219K |
| Prospect Financial Services LLC | 0.17% | New | 4,225 | $216K |
| Quad-Cities Investment Group, LLC | 0.12% | Reduce -14.6% | 4,221 | $216K |
| Arax Advisory Partners | 0.02% | No change | 4,201 | $214K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.8% | 4,199 | $214K |
| Stephens Consulting, LLC | 0.05% | Reduce -0.3% | 3,491 | $178K |
| Creative Financial Designs Inc. | 0.01% | Add +0.6% | 3,048 | $156K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.3% | 3,010 | $154K |
| ICA Group Wealth Management, LLC | 0.09% | Reduce -33.0% | 2,926 | $149K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.8% | 2,604 | $133K |
| VitalStone Financial, LLC | 0.09% | Reduce -11.5% | 2,565 | $131K |
| International Assets Investment Management, LLC | 0.01% | New | 2,198 | $112K |
| Redwood Wealth Management Group, LLC | 0.08% | New | 2,175 | $111K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,998 | $102K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $93K |
| Coppell Advisory Solutions LLC | 0.01% | — | 1,652 | $84K |
| Lanark Financial, Inc. | 0.01% | No change | 1,598 | $81K |
| Cornerstone Planning Group LLC | 0.02% | New | 1,460 | $76K |
| Tidemark, LLC | 0.03% | Reduce -19.4% | 1,432 | $73K |
| Franklin Resources Inc. | 0.00% | New | 1,314 | $67K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Add +0.4% | 1,177 | $60K |
| WR Wealth Planners, LLC | 0.02% | New | 1,100 | $56K |
| IAG Wealth Partners, LLC | 0.01% | New | 1,047 | $53K |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $51K |
| Raffa Wealth Management, LLC | 0.01% | No change | 965 | $49K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -55.5% | 875 | $45K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 850 | $45K |
| Continuum Advisory, LLC | 0.01% | No change | 862 | $44K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +119.4% | 790 | $40K |
| Capital Analysts, LLC | 0.00% | Reduce -12.2% | 733 | $37K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 500 | $26K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 359 | $18K |
| CoreCap Advisors, LLC | 0.00% | No change | 311 | $16K |
| McIlrath & Eck, LLC | 0.00% | New | 279 | $14K |
| Hollencrest Capital Management | 0.00% | No change | 249 | $13K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 77 | $4K |
| Tucker Asset Management LLC | 0.00% | Reduce -77.3% | 57 | $3K |
| GAMMA Investing LLC | 0.00% | New | 31 | $2K |
| 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.