First Trust Managed MunicipaFMBETF
13F holders, Q3 2024 (September 30)303holders +4
26new positions
20sold out
2famous investors
$51.95avg. 13F price*
At the end of Q3 2024, 303 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 4 from Q2 2024. 26 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($162.7M), LPL Financial LLC ($130.3M) and Wells Fargo & Company ($127.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Managed Municipa
- CUSIP
- 33739N108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $14.2M |
| Exits | 20 | $12.8M |
All 13F filers, Q2 2024 → Q3 2024: 2,017,709 shares bought and 1,731,228 shares sold, net +286,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 303 holders
| Morgan Stanley | 0.01% | Add +9.5% | 3,130,847 | $162.7M |
| LPL Financial LLC | 0.06% | Add +6.9% | 2,507,371 | $130.3M |
| Wells Fargo & Company | 0.03% | Add +8.6% | 2,448,034 | $127.2M |
| Bank of America Corp. | 0.01% | Reduce -0.5% | 1,733,421 | $90.1M |
| UBS Group AG | 0.02% | Add +0.7% | 1,670,180 | $86.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.7% | 775,345 | $40.3M |
| Avantax Planning Partners, Inc. | 1.35% | Reduce -21.0% | 722,201 | $37.5M |
| Royal Bank of Canada | 0.01% | Add +0.6% | 627,914 | $32.6M |
| Avantax Advisory Services, Inc. | 0.21% | Add +3.1% | 602,635 | $31.3M |
| Composition Wealth, LLC | 0.72% | Add +22.2% | 599,874 | $31.2M |
| CW Advisors, LLC | 0.33% | Reduce -30.8% | 476,966 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.6% | 425,854 | $22.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.3% | 421,410 | $21.9M |
| OneDigital Investment Advisors LLC | 0.25% | Add +5.0% | 419,165 | $21.8M |
| Raymond James & Associates | 0.01% | Reduce -0.5% | 380,003 | $19.7M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.5% | 371,446 | $19.3M |
| Sequoia Financial Advisors, LLC | 0.20% | Reduce -65.4% | 354,595 | $18.4M |
| Stifel Financial Corp. | 0.02% | Add +5.4% | 330,745 | $17.2M |
| Truist Financial Corp. | 0.03% | Add +8.1% | 313,146 | $16.3M |
| NewEdge Advisors, LLC | 0.10% | Add +29.6% | 306,656 | $15.9M |
| RMR Wealth Builders | 1.56% | Add +12.9% | 284,213 | $14.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +5.7% | 268,011 | $13.9M |
| ERn Financial, LLC | 2.10% | Add +6.0% | 265,943 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.9% | 260,226 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +96.9% | 252,024 | $13.1M |
| CWA Asset Management Group, LLC | 0.70% | — | 251,877 | $13.1M |
| Cetera Investment Advisers | 0.03% | Reduce -14.4% | 233,494 | $12.1M |
| Frisch Financial Group, Inc. | 3.20% | Add +10.8% | 204,679 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.3% | 203,707 | $10.6M |
| Motco | 1.05% | Reduce -0.4% | 202,520 | $10.5M |
| Verus Capital Partners, LLC | 1.03% | Add +6.3% | 201,707 | $10.5M |
| GM Advisory Group, LLC | 0.62% | Add +20.1% | 198,872 | $10.3M |
| Kowal Investment Group, LLC | 1.84% | Reduce -0.6% | 192,160 | $10.0M |
| Larson Financial Group LLC | 0.56% | Add +25.8% | 190,756 | $9.9M |
| RFG Advisory, LLC | 0.29% | Reduce -3.9% | 181,743 | $9.4M |
| Kestra Advisory Services, LLC | 0.05% | Add +1.3% | 174,003 | $9.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +10.4% | 173,788 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.1% | 173,612 | $9.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.2% | 150,673 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +0.1% | 122,708 | $6.4M |
| Arkansas Financial Group, Inc. | 1.04% | Add +0.5% | 122,323 | $6.4M |
| Financial Planning & Information Services, Inc. | 0.86% | Reduce -11.8% | 119,848 | $6.2M |
| Renaissance Technologies | 0.01% | Add +137.1% | 119,664 | $6.2M |
| Citigroup Inc. | 0.01% | Reduce -22.3% | 116,951 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +11.7% | 115,474 | $6.0M |
| First Horizon Advisors, Inc. | 0.16% | Add +0.2% | 111,316 | $5.8M |
| Financial Advocates Investment Management | 0.32% | Reduce -1.7% | 109,064 | $5.7M |
| BCGM Wealth Management, LLC | 1.81% | Add +5.8% | 107,199 | $5.6M |
| Journey Strategic Wealth LLC | 0.20% | Add +9.3% | 104,370 | $5.4M |
| Magnus Financial Group LLC | 0.54% | Add +2.3% | 101,700 | $5.3M |
| First Heartland Consultants, Inc. | 0.55% | Reduce -1.5% | 99,197 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +3.5% | 99,006 | $5.1M |
| Country Trust Bank | 0.12% | Reduce -4.7% | 98,222 | $5.1M |
| Lake Street Private Wealth, LLC | 0.81% | Add +5.0% | 96,300 | $5.0M |
| Atlas Private Wealth Advisors | 0.70% | Reduce -0.7% | 92,844 | $4.8M |
| Legacy Private Trust Co. | 0.32% | Reduce -3.6% | 92,737 | $4.8M |
| Advance Capital Management, Inc. | 0.20% | Add +21.6% | 88,816 | $4.6M |
| Mgo One Seven LLC | 0.20% | Reduce -10.1% | 86,991 | $4.5M |
| Comerica Bank | 0.02% | Add +10.9% | 86,610 | $4.5M |
| Prestige Wealth Management Group LLC | 0.86% | Reduce -0.3% | 79,692 | $4.1M |
| FSB Premier Wealth Management, Inc. | 1.68% | Reduce -15.4% | 79,024 | $4.1M |
| Sanctuary Advisors, LLC | 0.03% | Add +8.7% | 76,918 | $3.9M |
| Etesian Wealth Advisors, Inc. | 1.74% | Reduce -11.1% | 73,992 | $3.8M |
| Elios Financial Group Inc. | 1.66% | — | 69,316 | $3.6M |
| Prospera Financial Services Inc | 0.09% | Add +48.0% | 67,596 | $3.5M |
| Landmark Wealth Management, LLC | 1.49% | Add +1.8% | 66,005 | $3.4M |
| Main Line Retirement Advisors, LLC | 2.29% | Add +0.8% | 64,206 | $3.3M |
| Per Stirling Capital Management, LLC. | 0.46% | Add +23.3% | 64,104 | $3.3M |
| Invenio Wealth Partners LLC | 1.44% | Add +13.1% | 63,865 | $3.3M |
| Westside Investment Management, Inc. | 0.70% | Add +0.5% | 63,442 | $3.3M |
| Inspirion Wealth Advisors, LLC | 0.45% | Add +4.2% | 62,223 | $3.2M |
| Cwm, LLC | 0.01% | Reduce -33.6% | 60,850 | $3.2M |
| Visionary Wealth Advisors | 0.19% | Add +5.5% | 59,299 | $3.1M |
| Wiser Advisor Group LLC | 4.49% | Reduce -0.5% | 57,916 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +18.1% | 56,606 | $2.9M |
| Rehmann Capital Advisory Group | 0.19% | Reduce -1.9% | 55,851 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +3.9% | 55,842 | $2.9M |
| Pine Valley Investments Ltd Liability Co | 0.20% | Reduce -0.1% | 54,468 | $2.8M |
| Western Wealth Management, LLC | 0.16% | Add +9.3% | 53,400 | $2.8M |
| ABLE Financial Group, LLC | 0.85% | Add +21.6% | 52,995 | $2.8M |
| HFG Wealth Management, LLC | 1.69% | No change | 51,836 | $2.6M |
| Mariner, LLC | 0.00% | Add +36.1% | 50,872 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.8% | 50,199 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -10.5% | 49,958 | $2.6M |
| Grant/GrossMendelsohn, LLC | 1.11% | Add +3.8% | 49,661 | $2.6M |
| Southland Equity Partners LLC | 0.63% | Reduce -0.6% | 49,614 | $2.6M |
| Sebold Capital Management, Inc. | 1.69% | Add +2.2% | 49,431 | $2.6M |
| Blackhawk Capital Partners, LLC | 1.35% | Reduce -10.1% | 48,512 | $2.5M |
| WealthCare Investment Partners, LLC | 1.10% | Add +0.1% | 48,542 | $2.5M |
| Weitzel Financial Services, Inc. | 1.18% | Add +1.2% | 48,183 | $2.5M |
| Opinicus Capital, Inc. | 1.96% | Add +0.1% | 47,176 | $2.5M |
| Old Mission Investment Co LLC | 0.75% | Reduce -2.0% | 46,794 | $2.4M |
| XML Financial, LLC | 0.22% | Add +2.7% | 45,718 | $2.4M |
| Syntegra Private Wealth Group, LLC | 0.27% | Reduce -3.2% | 44,434 | $2.3M |
| EdgeRock Capital LLC | 1.60% | Reduce -4.7% | 43,688 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -10.7% | 43,669 | $2.3M |
| Foster & Motley Inc. | 0.14% | Reduce -6.8% | 43,211 | $2.2M |
| Ausdal Financial Partners, Inc. | 0.23% | Reduce -12.7% | 42,939 | $2.2M |
| Heck Capital Advisors, LLC | 0.24% | Reduce -1.5% | 40,171 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +0.3% | 39,542 | $2.1M |
| Sentinel Pension Advisors, LLC | 0.39% | Add +12.8% | 39,409 | $2.0M |
| Investment Planning Advisors, Inc. | 1.04% | No change | 39,949 | $2.0M |
| Insight Wealth Strategies, LLC | 0.26% | Add +7.4% | 37,903 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -20.9% | 37,798 | $2.0M |
| Stephens Inc. | 0.03% | Add +17.2% | 37,475 | $1.9M |
| Naviter Wealth, LLC | 0.27% | Add +98.0% | 37,279 | $1.9M |
| Mutual Advisors, LLC | 0.06% | Add +0.1% | 37,374 | $1.9M |
| Flagstar Securities, Inc. | 0.48% | Reduce -0.3% | 36,392 | $1.9M |
| Bernardo Wealth Planning LLC | 0.46% | Reduce -7.1% | 36,496 | $1.9M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +14.8% | 35,845 | $1.9M |
| Keystone Financial Group | 0.24% | New | 35,525 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Add +24.2% | 35,272 | $1.8M |
| Modern Wealth Management, LLC | 0.11% | Add +5.1% | 34,813 | $1.8M |
| Family Capital Management, Inc. | 1.16% | Reduce -1.7% | 34,762 | $1.8M |
| Hedeker Wealth, LLC | 0.48% | Add +20.5% | 34,743 | $1.8M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.2% | 34,737 | $1.8M |
| IFG Advisory, LLC | 0.11% | Reduce -0.0% | 34,019 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Add +2.2% | 33,604 | $1.7M |
| Cypress Capital Group | 0.20% | Add +28.9% | 33,450 | $1.7M |
| Strategic Financial Partners, Ltd. | 0.88% | Reduce -0.6% | 33,334 | $1.7M |
| Clear Creek Financial Management, LLC | 0.19% | Add +7.2% | 33,107 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | Add +138.2% | 32,951 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.0% | 32,866 | $1.7M |
| Principal Securities, Inc. | 0.04% | Add +2.2% | 32,796 | $1.7M |
| PCG Wealth Advisors, LLC | 0.63% | Reduce -21.2% | 31,255 | $1.6M |
| First Trust Advisors LP | 0.00% | New | 30,481 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.15% | Add +0.0% | 30,400 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 29,930 | $1.6M |
| Ogorek Anthony Joseph /NY/ | 0.53% | Reduce -7.2% | 29,752 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -3.1% | 29,632 | $1.5M |
| First Trust Investment Solutions L.P. | 0.17% | New | 28,900 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Add +5.2% | 27,464 | $1.4M |
| Secure Asset Management, LLC | 0.24% | Add +16.2% | 27,364 | $1.4M |
| Traction Financial Partners, LLC | 1.08% | Reduce -8.6% | 26,486 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -1.6% | 26,354 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -1.3% | 25,713 | $1.3M |
| GSG Advisors LLC | 0.44% | Add +14.3% | 25,632 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Add +395.8% | 25,607 | $1.3M |
| Summit Wealth Partners, LLC | 0.25% | Reduce -2.5% | 24,585 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 24,401 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 23,685 | $1.2M |
| Nilsine Partners, LLC | 0.15% | Add +0.5% | 22,493 | $1.2M |
| Clearwater Capital Advisors, LLC | 0.11% | Reduce -11.6% | 22,384 | $1.2M |
| LVZ, Inc. | 0.15% | Add +130.9% | 22,285 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +5.5% | 22,260 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.8% | 22,255 | $1.2M |
| Core Wealth Partners LLC | 0.68% | Add +170.1% | 21,726 | $1.1M |
| Sutton Place Investors LLC | 0.68% | Add +0.2% | 21,365 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 20,845 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -11.2% | 20,791 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -11.2% | 20,791 | $1.1M |
| Crumly & Associates Inc. | 0.30% | Reduce -2.4% | 20,660 | $1.1M |
| Seascape Capital Management | 0.38% | No change | 20,600 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +14.3% | 20,010 | $1.0M |
| Trustmark Bank Trust Department | 0.08% | Reduce -0.6% | 19,805 | $1.0M |
| Jones Financial Companies LLLP | 0.00% | Add +220.7% | 19,498 | $1.0M |
| &partners | 0.02% | Reduce -15.1% | 18,638 | $968K |
| High Net Worth Advisory Group LLC | 0.27% | Add +0.1% | 18,538 | $963K |
| Hobart Private Capital, LLC | 0.24% | Add +0.6% | 18,313 | $952K |
| Worth Financial Advisory Group, LLC | 0.56% | Reduce -1.3% | 18,181 | $945K |
| Financial Strategies Group, Inc. | 0.21% | Add +23.7% | 17,548 | $905K |
| EPG Wealth Management LLC | 0.22% | Add +0.0% | 16,868 | $876K |
| Harbour Investments, Inc. | 0.03% | Reduce -26.9% | 16,601 | $863K |
| Csenge Advisory Group | 0.04% | Add +42.8% | 16,642 | $861K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.46% | Reduce -10.9% | 16,400 | $852K |
| Cooper Financial Group | 0.11% | Add +0.8% | 16,326 | $848K |
| TL Private Wealth | 0.38% | Add +0.7% | 16,288 | $842K |
| Alta Wealth Advisors LLC | 0.38% | Reduce -2.2% | 16,165 | $840K |
| Patten Group, Inc. | 0.18% | Add +47.7% | 15,683 | $815K |
| Cedrus LLC | 0.30% | Add +89.5% | 15,634 | $812K |
| Impact Partnership Wealth, LLC | 0.18% | New | 15,302 | $795K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -8.9% | 15,194 | $789K |
| Citadel Advisors | 0.00% | New | 15,097 | $784K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -38.7% | 15,038 | $781K |
| Moneco Advisors, LLC | 0.10% | Reduce -16.6% | 14,706 | $764K |
| IFP Advisors, Inc | 0.03% | Reduce -30.0% | 14,607 | $759K |
| Cottonwood Capital Advisors, LLC | 0.54% | Reduce -8.4% | 14,279 | $742K |
| Signature Wealth Management Group | 0.29% | Reduce -7.0% | 14,029 | $729K |
| Warren Street Wealth Advisors, LLC | 0.29% | Reduce -0.0% | 13,404 | $696K |
| IHT Wealth Management, LLC | 0.02% | Add +13.4% | 13,100 | $681K |
| Wealth Management Resources, Inc. | 0.27% | Reduce -11.8% | 13,062 | $679K |
| Delos Wealth Advisors, LLC | 0.59% | No change | 13,030 | $677K |
| One Plus One Wealth Management, LLC | 0.40% | Add +23.1% | 12,925 | $672K |
| NewSquare Capital LLC | 0.05% | Reduce -8.3% | 12,859 | $668K |
| Intrua Financial, LLC | 0.11% | Add +11.1% | 12,583 | $654K |
| ORBA Wealth Advisors, L.L.C. | 0.33% | New | 12,500 | $650K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +64.0% | 12,419 | $645K |
| SeaCrest Wealth Management, LLC | 0.07% | No change | 12,137 | $631K |
| Focus Financial Network, Inc. | 0.03% | Reduce -10.1% | 12,037 | $625K |
| Moneywise, Inc. | 0.30% | Reduce -59.7% | 11,783 | $612K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.24% | New | 11,397 | $592K |
| Paragon Private Wealth Management, LLC | 0.29% | Reduce -20.7% | 11,225 | $583K |
| Fragasso Financial Advisors Inc | 0.04% | Add +26.1% | 11,223 | $583K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.7% | 10,712 | $557K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -8.7% | 10,574 | $549K |
| Occidental Asset Management, LLC | 0.09% | Add +1.0% | 10,543 | $548K |
| Townsquare Capital LLC | 0.01% | New | 10,491 | $545K |
| PFS Partners, LLC | 0.31% | Add +2.1% | 10,209 | $530K |
| Saxon Interests, Inc. | 0.24% | Reduce -1.1% | 10,209 | $530K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +11.4% | 10,083 | $524K |
| McDonald Partners LLC | 0.13% | No change | 10,000 | $520K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -30.0% | 9,923 | $516K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +41.4% | 9,721 | $505K |
| ShoreHaven Wealth Partners, LLC | 0.24% | Add +19.2% | 9,671 | $503K |
| Security Financial Services, INC. | 0.10% | Add +3.1% | 9,326 | $485K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.0% | 9,299 | $483K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -9.4% | 9,290 | $483K |
| Good Life Advisors, LLC | 0.03% | Reduce -5.9% | 9,201 | $478K |
| Wheelhouse Advisory Group LLC | 0.29% | Reduce -2.6% | 8,815 | $458K |
| Kaydan Wealth Management, Inc. | 0.13% | Reduce -7.8% | 8,385 | $436K |
| HCR Wealth Advisors | 0.06% | No change | 8,344 | $434K |
| Farther Finance Advisors, LLC | 0.02% | Add +316.1% | 8,314 | $432K |
| Independent Financial Group, LLC | 0.02% | No change | 8,137 | $423K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 8,129 | $422K |
| Advisory Resource Group | 0.09% | Reduce -8.9% | 8,126 | $422K |
| HBW Advisory Services LLC | 0.06% | Reduce -5.7% | 7,927 | $412K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | No change | 7,782 | $404K |
| Capstone Capital LLC | 0.33% | New | 7,709 | $401K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.4% | 7,621 | $396K |
| National Wealth Management Group, LLC | 0.27% | Reduce -0.7% | 7,537 | $392K |
| Bowman & Co S.C. | 0.21% | Add +0.3% | 7,497 | $390K |
| US Bancorp \de | 0.00% | No change | 7,485 | $389K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,471 | $388K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -6.2% | 7,452 | $387K |
| Tempus Wealth Planning, LLC | 0.14% | Reduce -20.7% | 7,384 | $384K |
| Pineridge Advisors LLC | 0.14% | Reduce -11.3% | 7,153 | $372K |
| Kovack Advisors, Inc. | 0.04% | Reduce -9.0% | 7,050 | $366K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 6,809 | $354K |
| Catalina Capital Group, LLC | 0.12% | Reduce -16.7% | 6,618 | $344K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.2% | 6,598 | $343K |
| Purus Wealth Management, LLC | 0.14% | Reduce -1.8% | 6,441 | $335K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -13.5% | 6,398 | $332K |
| Cozad Asset Management Inc. | 0.03% | Add +0.2% | 6,257 | $325K |
| Cooksen Wealth, LLC | 0.30% | Reduce -1.9% | 6,250 | $325K |
| Kintra Wealth, LLC | 0.22% | Add +0.5% | 6,216 | $323K |
| McNamara Financial Services, Inc. | 0.06% | Add +1.0% | 6,120 | $318K |
| StoneX Group Inc. | 0.02% | New | 6,090 | $316K |
| Meeder Advisory Services, Inc. | 0.02% | Reduce -9.4% | 6,053 | $315K |
| Auour Investments LLC | 0.11% | Reduce -14.7% | 6,133 | $314K |
| Fairhaven Wealth Management, LLC | 0.10% | No change | 6,000 | $312K |
| Regal Investment Advisors LLC | 0.02% | Reduce -25.1% | 5,778 | $300K |
| O'Dell Group, LLC | 0.07% | Add +16.0% | 5,670 | $295K |
| Proactive Wealth Strategies LLC | 0.16% | — | 5,499 | $286K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 5,495 | $286K |
| VestGen Investment Management | 0.08% | No change | 5,390 | $280K |
| Raymond James Trust N.A. | 0.01% | Reduce -29.5% | 5,292 | $275K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,272 | $274K |
| Tyler-Stone Wealth Management | 0.05% | Add +101.7% | 5,251 | $273K |
| Prospect Financial Services LLC | 0.17% | Add +23.0% | 5,195 | $270K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 5,160 | $268K |
| Plante Moran Financial Advisors, LLC | 0.02% | No change | 5,045 | $262K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.6% | 4,959 | $258K |
| Conservest Capital Advisors, Inc. | 0.03% | No change | 5,005 | $257K |
| Bison Wealth, LLC | 0.04% | Reduce -2.8% | 4,853 | $252K |
| AE Wealth Management LLC | 0.00% | Reduce -1.9% | 4,852 | $252K |
| Creative Planning | 0.00% | Reduce -25.4% | 4,844 | $252K |
| Capital Market Strategies LLC | 0.15% | Reduce -2.0% | 4,795 | $249K |
| Cresset Asset Management, LLC | 0.00% | New | 4,700 | $244K |
| Iams Wealth Management, LLC | 0.12% | Add +3.5% | 4,683 | $243K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -26.9% | 4,550 | $236K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -1.1% | 4,418 | $230K |
| Arax Advisory Partners | 0.02% | Add +4.8% | 4,401 | $229K |
| James Investment Research, Inc. | 0.03% | New | 4,315 | $224K |
| Condor Capital Management | 0.02% | No change | 4,285 | $223K |
| Quad-Cities Investment Group, LLC | 0.11% | Add +1.0% | 4,264 | $222K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.8% | 4,233 | $220K |
| Dopkins Wealth Management, LLC | 0.16% | New | 3,876 | $201K |
| Christopher J. Hasenberg, Inc | 0.07% | New | 3,213 | $166K |
| Stephens Consulting, LLC | 0.04% | Reduce -8.7% | 3,189 | $166K |
| Creative Financial Designs Inc. | 0.01% | Add +1.1% | 3,080 | $160K |
| Elequin Capital, LP | 0.32% | Reduce -73.4% | 2,708 | $141K |
| VitalStone Financial, LLC | 0.09% | Reduce -2.6% | 2,499 | $130K |
| International Assets Investment Management, LLC | 0.01% | No change | 2,198 | $114K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $95K |
| Lanark Financial, Inc. | 0.01% | No change | 1,598 | $83K |
| Qube Research & Technologies Ltd | 0.00% | Add +64.9% | 1,443 | $75K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.3% | 1,464 | $75K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Add +0.4% | 1,182 | $61K |
| WR Wealth Planners, LLC | 0.02% | No change | 1,100 | $57K |
| Continuum Advisory, LLC | 0.01% | Add +17.9% | 1,016 | $52K |
| Fifth Third Bancorp | 0.00% | No change | 1,000 | $52K |
| Raffa Wealth Management, LLC | 0.01% | No change | 965 | $50K |
| Tidemark, LLC | 0.02% | Reduce -34.7% | 935 | $49K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +12.8% | 891 | $46K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 850 | $44K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -50.0% | 826 | $43K |
| Flaharty Asset Management, LLC | 0.00% | New | 587 | $31K |
| Bessemer Group Inc. | 0.00% | New | 493 | $26K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 311 | $16K |
| Venturi Wealth Management, LLC | 0.00% | New | 275 | $14K |
| BNP Paribas Financial Markets | 0.00% | New | 233 | $12K |
| Hollencrest Capital Management | 0.00% | Reduce -15.7% | 210 | $11K |
| GoalVest Advisory LLC | 0.00% | New | 191 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 177 | $9K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 109 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -75.2% | 89 | $5K |
| 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% | No change | 57 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 5 | $260 |
| FMR LLC | 0.00% | No change | 1 | $52 |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.