First Trust Managed MunicipaFMBETF
13F holders, Q4 2024 (December 31)310holders +7
24new positions
24sold out
2famous investors
$50.99avg. 13F price*
At the end of Q4 2024, 310 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, up 7 from Q3 2024. 24 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($160.2M), Wells Fargo & Company ($122.7M) and LPL Financial LLC ($107.2M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $26.0M |
| Exits | 24 | $8.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,655,257 shares bought and 1,580,456 shares sold, net +74,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 310 holders
| Morgan Stanley | 0.01% | Add +0.3% | 3,139,911 | $160.2M |
| Wells Fargo & Company | 0.03% | Reduce -1.7% | 2,405,323 | $122.7M |
| LPL Financial LLC | 0.04% | Reduce -16.2% | 2,101,776 | $107.2M |
| Bank of America Corp. | 0.01% | Reduce -0.2% | 1,729,974 | $88.2M |
| UBS Group AG | 0.02% | Add +3.1% | 1,721,440 | $87.8M |
| Raymond James Financial Inc. | 0.02% | — | 1,150,312 | $58.7M |
| Avantax Planning Partners, Inc. | 1.20% | Reduce -10.0% | 650,029 | $33.2M |
| Composition Wealth, LLC | 0.65% | Add +5.0% | 629,831 | $32.1M |
| Royal Bank of Canada | 0.01% | Reduce -2.7% | 611,043 | $31.2M |
| Avantax Advisory Services, Inc. | 0.19% | Add +0.4% | 604,941 | $30.9M |
| CW Advisors, LLC | 0.33% | Reduce -2.2% | 466,653 | $23.8M |
| OneDigital Investment Advisors LLC | 0.26% | Add +4.1% | 436,357 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.0% | 425,679 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +4.8% | 346,708 | $17.7M |
| Truist Financial Corp. | 0.03% | Add +2.1% | 319,710 | $16.3M |
| NewEdge Advisors, LLC | 0.10% | Add +2.0% | 312,954 | $16.0M |
| Sequoia Financial Advisors, LLC | 0.15% | Reduce -11.8% | 312,772 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.8% | 309,212 | $15.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +15.1% | 308,349 | $15.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +19.4% | 300,843 | $15.3M |
| Independent Advisor Alliance | 0.20% | New | 290,714 | $14.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -22.6% | 287,497 | $14.7M |
| RMR Wealth Builders | 1.50% | Reduce 0.0% | 284,204 | $14.5M |
| ERn Financial, LLC | 2.13% | Add +4.9% | 278,866 | $14.2M |
| Larson Financial Group LLC | 0.73% | Add +44.7% | 276,049 | $14.1M |
| CWA Asset Management Group, LLC | 0.59% | Reduce -9.0% | 229,102 | $11.7M |
| Cetera Investment Advisers | 0.02% | Reduce -3.1% | 226,322 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -46.9% | 223,654 | $11.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +27.4% | 221,498 | $11.3M |
| Bank of New York Mellon Corp | 0.00% | Add +2.7% | 209,281 | $10.7M |
| Frisch Financial Group, Inc. | 3.17% | Add +0.4% | 205,414 | $10.5M |
| GM Advisory Group, LLC | 0.56% | Reduce -0.6% | 197,750 | $10.1M |
| Motco | 1.02% | Reduce -3.5% | 195,399 | $10.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +11.4% | 193,768 | $9.9M |
| Verus Capital Partners, LLC | 0.93% | Reduce -4.9% | 191,773 | $9.8M |
| RFG Advisory, LLC | 0.25% | Reduce -3.1% | 176,020 | $9.0M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -0.6% | 172,642 | $8.8M |
| Citigroup Inc. | 0.01% | Add +33.3% | 155,857 | $8.0M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +620.3% | 150,146 | $7.7M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.3% | 144,199 | $7.4M |
| Brady Martz Wealth Solutions, LLC | 1.55% | — | 127,253 | $6.4M |
| Arkansas Financial Group, Inc. | 1.02% | Add +1.6% | 124,323 | $6.3M |
| BCGM Wealth Management, LLC | 1.95% | Add +12.7% | 120,773 | $6.2M |
| Journey Strategic Wealth LLC | 0.23% | Add +15.2% | 120,260 | $6.1M |
| MML Investors Services, LLC | 0.02% | Add +0.5% | 116,052 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.5% | 113,486 | $5.8M |
| Cwm, LLC | 0.02% | Add +74.4% | 106,125 | $5.4M |
| First Heartland Consultants, Inc. | 0.55% | Add +6.6% | 105,737 | $5.4M |
| Legacy Private Trust Co. | 0.35% | Add +12.3% | 104,155 | $5.3M |
| Atria Investments, Inc | 0.07% | Add +4.8% | 103,706 | $5.3M |
| Magnus Financial Group LLC | 0.49% | Reduce -1.9% | 99,758 | $5.1M |
| Lake Street Private Wealth, LLC | 0.80% | Add +1.1% | 97,400 | $5.0M |
| Atlas Private Wealth Advisors | 0.70% | Add +3.6% | 96,207 | $4.9M |
| Country Trust Bank | 0.12% | Reduce -2.2% | 96,103 | $4.9M |
| Financial Advocates Investment Management | 0.27% | Reduce -14.2% | 93,584 | $4.8M |
| Advance Capital Management, Inc. | 0.21% | Add +2.8% | 91,276 | $4.7M |
| Mgo One Seven LLC | 0.17% | Add +1.1% | 87,937 | $4.5M |
| Prestige Wealth Management Group LLC | 0.91% | Add +7.5% | 85,710 | $4.4M |
| FSB Premier Wealth Management, Inc. | 1.75% | Add +8.1% | 85,453 | $4.4M |
| Etesian Wealth Advisors, Inc. | 1.90% | Add +14.1% | 84,407 | $4.3M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -25.8% | 82,583 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +3.1% | 79,286 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +58.1% | 78,971 | $4.0M |
| Comerica Bank | 0.02% | Reduce -9.9% | 78,022 | $4.0M |
| Mariner, LLC | 0.01% | Add +45.3% | 73,938 | $3.8M |
| ABLE Financial Group, LLC | 1.09% | Add +36.4% | 72,264 | $3.7M |
| Prospera Financial Services Inc | 0.08% | Add +5.7% | 71,443 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +17.8% | 69,848 | $3.6M |
| Golden State Wealth Management, LLC | 0.53% | — | 69,785 | $3.6M |
| Elios Financial Group Inc. | 1.68% | Add +0.6% | 69,751 | $3.6M |
| Landmark Wealth Management, LLC | 1.55% | Add +4.0% | 68,638 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +244.1% | 67,085 | $3.4M |
| Allworth Financial LP | 0.02% | Add +51.1% | 65,992 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.47% | Add +2.0% | 65,368 | $3.3M |
| Old Mission Capital LLC | 0.07% | New | 62,888 | $3.2M |
| Inspirion Wealth Advisors, LLC | 0.44% | No change | 62,223 | $3.2M |
| Westside Investment Management, Inc. | 0.67% | Reduce -2.1% | 62,076 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +2.8% | 58,193 | $3.0M |
| Wiser Advisor Group LLC | 4.25% | Reduce -1.1% | 57,258 | $2.9M |
| Western Wealth Management, LLC | 0.15% | Add +4.9% | 56,033 | $2.9M |
| Hedeker Wealth, LLC | 0.68% | Add +53.3% | 53,262 | $2.7M |
| Blackhawk Capital Partners, LLC | 1.39% | Add +8.5% | 52,615 | $2.7M |
| Sebold Capital Management, Inc. | 1.79% | Add +5.7% | 52,248 | $2.7M |
| Rehmann Capital Advisory Group | 0.17% | Reduce -6.9% | 51,999 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Reduce -7.4% | 51,712 | $2.6M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +27.3% | 50,146 | $2.6M |
| Main Line Retirement Advisors, LLC | 1.67% | Reduce -22.5% | 49,764 | $2.5M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +119.3% | 49,081 | $2.5M |
| WealthCare Investment Partners, LLC | 1.09% | Add +0.6% | 48,816 | $2.5M |
| Investment Planning Advisors, Inc. | 1.09% | Add +22.1% | 48,764 | $2.5M |
| HFG Wealth Management, LLC | 1.61% | Reduce -7.7% | 47,864 | $2.5M |
| Weitzel Financial Services, Inc. | 1.15% | Reduce -0.6% | 47,917 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -8.6% | 45,867 | $2.3M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Reduce -16.1% | 45,692 | $2.3M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +0.4% | 43,123 | $2.2M |
| Old Mission Investment Co LLC | 0.65% | Reduce -8.4% | 42,858 | $2.2M |
| Syntegra Private Wealth Group, LLC | 0.25% | Reduce -3.7% | 42,783 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +21.2% | 42,738 | $2.2M |
| EdgeRock Capital LLC | 1.41% | Reduce -3.2% | 42,285 | $2.2M |
| Naviter Wealth, LLC | 0.26% | Add +12.9% | 42,084 | $2.1M |
| Foster & Motley Inc. | 0.14% | Reduce -4.7% | 41,170 | $2.1M |
| Heck Capital Advisors, LLC | 0.24% | Add +2.2% | 41,061 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Add +10.0% | 41,116 | $2.1M |
| XML Financial, LLC | 0.19% | Reduce -10.4% | 40,945 | $2.1M |
| Sigma Planning Corp | 0.06% | Add +1.3% | 40,045 | $2.0M |
| Clear Creek Financial Management, LLC | 0.22% | Add +18.4% | 39,191 | $2.0M |
| Modern Wealth Management, LLC | 0.07% | Add +11.6% | 38,838 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.7% | 38,811 | $2.0M |
| Keystone Financial Group | 0.19% | Add +3.7% | 36,844 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +3.0% | 35,778 | $1.8M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -1.4% | 35,343 | $1.8M |
| Grant/GrossMendelsohn, LLC | 0.94% | Reduce -29.3% | 35,100 | $1.8M |
| Family Capital Management, Inc. | 1.04% | Reduce -3.1% | 33,697 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +9.4% | 33,333 | $1.7M |
| Belpointe Asset Management LLC | 0.10% | No change | 32,951 | $1.7M |
| Principal Securities, Inc. | 0.04% | Add +1.1% | 33,167 | $1.7M |
| Flagstar Securities, Inc. | 0.41% | Reduce -10.4% | 32,595 | $1.7M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -3.5% | 32,442 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.5% | 32,383 | $1.7M |
| Bernardo Wealth Planning LLC | 0.38% | Reduce -13.8% | 31,455 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.15% | Reduce -0.1% | 30,355 | $1.5M |
| Strategic Financial Partners, Ltd. | 0.78% | Reduce -10.3% | 29,906 | $1.5M |
| Ogorek Anthony Joseph /NY/ | 0.48% | Add +0.2% | 29,821 | $1.5M |
| Traction Financial Partners, LLC | 1.17% | Add +11.2% | 29,452 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -22.1% | 29,208 | $1.5M |
| Secure Asset Management, LLC | 0.23% | Add +6.4% | 29,120 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -3.2% | 28,689 | $1.5M |
| IFG Advisory, LLC | 0.08% | Reduce -15.8% | 28,637 | $1.5M |
| Cypress Capital Group | 0.17% | Reduce -20.5% | 26,600 | $1.4M |
| Legacy Solutions, LLC | 1.43% | — | 25,810 | $1.3M |
| GSG Advisors LLC | 0.41% | Add +0.6% | 25,774 | $1.3M |
| Advisory Services Network, LLC | 0.02% | Add +8.2% | 25,629 | $1.3M |
| Arax Advisory Partners | 0.08% | Add +482.0% | 25,613 | $1.3M |
| PCG Wealth Advisors, LLC | 0.48% | Reduce -18.2% | 25,553 | $1.3M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -0.8% | 25,494 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.6% | 25,448 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -8.5% | 25,129 | $1.3M |
| Insight Wealth Strategies, LLC | 0.17% | Reduce -35.0% | 24,623 | $1.3M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -8.4% | 24,132 | $1.2M |
| Core Wealth Partners LLC | 0.70% | Add +10.0% | 23,896 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.2% | 23,620 | $1.2M |
| Sowell Financial Services LLC | 0.06% | New | 23,509 | $1.2M |
| High Net Worth Advisory Group LLC | 0.32% | Add +21.7% | 22,567 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.6% | 22,391 | $1.1M |
| Summit Wealth Partners, LLC | 0.23% | Reduce -9.3% | 22,297 | $1.1M |
| LVZ, Inc. | 0.15% | No change | 22,285 | $1.1M |
| Nilsine Partners, LLC | 0.12% | Reduce -2.9% | 21,853 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +2.4% | 21,284 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +2.4% | 21,284 | $1.1M |
| Opinicus Capital, Inc. | 0.89% | Reduce -56.1% | 20,726 | $1.1M |
| Crumly & Associates Inc. | 0.29% | Reduce -0.0% | 20,656 | $1.1M |
| Intrua Financial, LLC | 0.17% | Add +63.2% | 20,530 | $1.0M |
| Private Trust Co. NA | 0.11% | Add +1.0% | 20,210 | $1.0M |
| Southland Equity Partners LLC | 0.24% | Reduce -59.4% | 20,146 | $1.0M |
| Patten Group, Inc. | 0.22% | Add +23.5% | 19,365 | $988K |
| Main Street Financial Solutions, LLC | 0.10% | New | 19,319 | $985K |
| Seascape Capital Management | 0.34% | Reduce -7.8% | 19,000 | $969K |
| Hobart Private Capital, LLC | 0.24% | Add +2.3% | 18,740 | $956K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +73.7% | 18,609 | $949K |
| Plante Moran Financial Advisors, LLC | 0.08% | Add +256.8% | 18,000 | $918K |
| Trustmark Bank Trust Department | 0.07% | Reduce -9.5% | 17,931 | $915K |
| Worth Financial Advisory Group, LLC | 0.56% | Reduce -1.4% | 17,924 | $914K |
| Financial Strategies Group, Inc. | 0.21% | Add +0.3% | 17,597 | $893K |
| Friday Financial | 0.58% | — | 16,614 | $847K |
| MAI Capital Management | 0.01% | New | 16,533 | $843K |
| Signature Wealth Management Group | 0.34% | Add +17.6% | 16,495 | $841K |
| Cooper Financial Group | 0.10% | Add +0.8% | 16,459 | $840K |
| Warren Street Wealth Advisors, LLC | 0.34% | Add +22.5% | 16,414 | $837K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.47% | No change | 16,400 | $837K |
| TL Private Wealth | 0.37% | Add +0.9% | 16,433 | $834K |
| Impact Partnership Wealth, LLC | 0.16% | Add +4.7% | 16,018 | $817K |
| Townsquare Capital LLC | 0.01% | Add +52.4% | 15,988 | $816K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +0.1% | 15,204 | $776K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +123.1% | 15,193 | $775K |
| Csenge Advisory Group | 0.04% | Reduce -9.4% | 15,078 | $769K |
| &partners | 0.01% | Reduce -20.6% | 14,808 | $756K |
| IFP Advisors, Inc | 0.02% | Add +0.9% | 14,745 | $752K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.9% | 14,452 | $737K |
| Citadel Advisors | 0.00% | Reduce -5.8% | 14,218 | $725K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -36.6% | 14,114 | $720K |
| EPG Wealth Management LLC | 0.19% | Reduce -17.6% | 13,905 | $709K |
| Cottonwood Capital Advisors, LLC | 0.50% | Reduce -3.7% | 13,749 | $701K |
| Delos Wealth Advisors, LLC | 0.53% | No change | 13,030 | $665K |
| One Plus One Wealth Management, LLC | 0.39% | No change | 12,925 | $659K |
| Harbour Investments, Inc. | 0.02% | Reduce -24.0% | 12,624 | $644K |
| Intellus Advisors LLC | 0.11% | — | 12,597 | $643K |
| Renaissance Technologies | 0.00% | Reduce -89.7% | 12,300 | $627K |
| NewSquare Capital LLC | 0.05% | Reduce -4.4% | 12,293 | $627K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.8% | 12,201 | $622K |
| Focus Financial Network, Inc. | 0.02% | Reduce -1.1% | 11,898 | $607K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.22% | No change | 11,397 | $581K |
| IHT Wealth Management, LLC | 0.02% | Reduce -13.4% | 11,339 | $578K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -8.2% | 11,147 | $569K |
| Security Financial Services, INC. | 0.11% | Add +17.0% | 10,914 | $557K |
| Keybank National Association | 0.00% | New | 10,868 | $554K |
| Philip James Wealth Mangement, LLC | 0.07% | New | 10,861 | $554K |
| US Bancorp \de | 0.00% | Add +45.1% | 10,861 | $554K |
| Occidental Asset Management, LLC | 0.08% | No change | 10,543 | $538K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.8% | 10,389 | $530K |
| PFS Partners, LLC | 0.28% | Add +0.4% | 10,253 | $523K |
| Walkner Condon Financial Advisors LLC | 0.10% | Add +3.5% | 10,064 | $513K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +127.0% | 10,027 | $511K |
| McDonald Partners LLC | 0.13% | No change | 10,000 | $510K |
| Cozad Asset Management Inc. | 0.05% | Add +59.3% | 9,964 | $508K |
| Sovran Advisors, LLC | 0.07% | — | 9,993 | $506K |
| Saxon Interests, Inc. | 0.22% | Reduce -3.5% | 9,850 | $502K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.1% | 9,667 | $493K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +3.7% | 9,640 | $492K |
| Eldridge Investment Advisors, Inc. | 0.11% | Reduce -3.2% | 9,602 | $490K |
| Bison Wealth, LLC | 0.06% | — | 9,491 | $484K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 9,290 | $474K |
| Paragon Private Wealth Management, LLC | 0.22% | Reduce -17.6% | 9,253 | $472K |
| World Investment Advisors | 0.01% | New | 8,914 | $455K |
| Fragasso Financial Advisors Inc | 0.03% | Reduce -20.7% | 8,900 | $454K |
| Sutton Place Investors LLC | 0.26% | Reduce -58.5% | 8,867 | $452K |
| ShoreHaven Wealth Partners, LLC | 0.21% | Reduce -9.8% | 8,721 | $445K |
| Two Sigma Securities, LLC | 0.08% | New | 8,584 | $438K |
| HRT Financial LP | 0.00% | New | 8,578 | $437K |
| PKS Advisory Services, LLC | 0.11% | — | 18,891 | $430K |
| Valmark Advisers, Inc. | 0.01% | Add +3.2% | 8,386 | $428K |
| HCR Wealth Advisors | 0.05% | No change | 8,344 | $426K |
| Advisory Resource Group | 0.09% | Add +0.3% | 8,148 | $416K |
| Kaydan Wealth Management, Inc. | 0.14% | Reduce -4.6% | 7,999 | $408K |
| Auour Investments LLC | 0.14% | Add +28.7% | 7,895 | $403K |
| Foundations Investment Advisors, LLC | 0.01% | Add +5.2% | 7,838 | $400K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | No change | 7,782 | $397K |
| Capstone Capital LLC | 0.32% | No change | 7,709 | $393K |
| AE Wealth Management LLC | 0.00% | Add +58.5% | 7,690 | $392K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +0.9% | 7,688 | $392K |
| Wheelhouse Advisory Group LLC | 0.23% | Reduce -14.2% | 7,560 | $386K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -54.1% | 7,413 | $378K |
| Moneco Advisors, LLC | 0.04% | Reduce -49.8% | 7,386 | $377K |
| Bowman & Co S.C. | 0.20% | Reduce -1.8% | 7,364 | $376K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -12.8% | 7,250 | $370K |
| Kovack Advisors, Inc. | 0.04% | No change | 7,050 | $360K |
| Elequin Capital, LP | 0.06% | Add +157.3% | 6,968 | $355K |
| Tempus Wealth Planning, LLC | 0.11% | Reduce -6.8% | 6,884 | $351K |
| Jane Street Group, LLC | 0.00% | Reduce -77.1% | 6,847 | $349K |
| Catalina Capital Group, LLC | 0.11% | Add +0.3% | 6,639 | $339K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 6,598 | $337K |
| HBW Advisory Services LLC | 0.03% | Reduce -17.6% | 6,535 | $333K |
| James Investment Research, Inc. | 0.04% | Add +50.0% | 6,473 | $330K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 6,398 | $326K |
| Cooksen Wealth, LLC | 0.30% | Add +2.2% | 6,386 | $326K |
| Purus Wealth Management, LLC | 0.13% | Reduce -1.9% | 6,321 | $322K |
| Meeder Advisory Services, Inc. | 0.02% | Add +3.9% | 6,288 | $321K |
| StoneX Group Inc. | 0.02% | No change | 6,090 | $311K |
| Fairhaven Wealth Management, LLC | 0.10% | No change | 6,000 | $306K |
| National Wealth Management Group, LLC | 0.20% | Reduce -23.2% | 5,788 | $295K |
| Ameriprise Financial Inc. | 0.00% | New | 5,663 | $289K |
| Marshall Investment Management, LLC | 0.17% | — | 5,426 | $282K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 5,495 | $280K |
| Regal Investment Advisors LLC | 0.02% | Reduce -6.3% | 5,416 | $276K |
| Forum Private Client Group LLC | 0.12% | New | 5,402 | $276K |
| VestGen Investment Management | 0.07% | No change | 5,390 | $275K |
| Coyle Financial Counsel LLC | 0.09% | New | 5,366 | $274K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.8% | 5,293 | $270K |
| Geneos Wealth Management Inc. | 0.01% | No change | 5,272 | $269K |
| Prospect Financial Services LLC | 0.15% | Add +0.4% | 5,215 | $266K |
| Signal Tree Financial Partners LLC | 0.31% | — | 5,162 | $263K |
| Lionshead Wealth Management, LLC | 0.19% | — | 5,098 | $260K |
| Engineers Gate Manager LP | 0.00% | New | 5,088 | $260K |
| McNamara Financial Services, Inc. | 0.06% | Reduce -18.0% | 5,017 | $256K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.8% | 4,999 | $255K |
| Compound Planning, Inc. | 0.01% | New | 4,891 | $249K |
| Christopher J. Hasenberg, Inc | 0.10% | Add +51.8% | 4,877 | $249K |
| Creative Planning | 0.00% | No change | 4,844 | $247K |
| OneAscent Financial Services LLC | 0.02% | New | 4,800 | $245K |
| Bison Wealth, LLC | 0.05% | Reduce -3.7% | 4,673 | $238K |
| Maia Wealth LLC | 0.05% | New | 4,575 | $234K |
| Lifeworks Advisors, LLC | 0.04% | No change | 4,550 | $232K |
| Coppell Advisory Solutions LLC | 0.03% | Add +428.0% | 4,361 | $223K |
| Condor Capital Management | 0.02% | No change | 4,285 | $219K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.8% | 4,267 | $218K |
| Triumph Capital Management | 0.07% | New | 4,201 | $214K |
| Pineridge Advisors LLC | 0.08% | Reduce -43.1% | 4,070 | $208K |
| TrueWealth Advisors, LLC | 0.07% | New | 4,052 | $207K |
| Good Life Advisors, LLC | 0.01% | Reduce -56.4% | 4,009 | $205K |
| Fifth Third Bancorp | 0.00% | Add +177.8% | 2,778 | $142K |
| Stephens Consulting, LLC | 0.03% | Reduce -21.2% | 2,512 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +152.9% | 2,150 | $110K |
| Duncker Streett & Co. Inc. | 0.02% | New | 2,121 | $108K |
| Medallion Wealth Advisors, LLC | 0.05% | — | 1,966 | $100K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $93K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.8% | 1,476 | $75K |
| S&T Bank | 0.02% | New | 1,426 | $73K |
| Raffa Wealth Management, LLC | 0.02% | Add +33.1% | 1,284 | $65K |
| WR Wealth Planners, LLC | 0.02% | No change | 1,100 | $56K |
| Continuum Advisory, LLC | 0.01% | No change | 1,016 | $52K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +9.5% | 976 | $50K |
| Creative Financial Designs Inc. | 0.00% | Reduce -72.8% | 839 | $43K |
| Tidemark, LLC | 0.01% | Reduce -31.9% | 637 | $33K |
| Tucker Asset Management LLC | 0.01% | Add +933.3% | 589 | $30K |
| Tanglewood Legacy Advisors, LLC | 0.01% | Reduce -54.4% | 539 | $27K |
| Bessemer Group Inc. | 0.00% | No change | 493 | $25K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| TruNorth Capital Management, LLC | 0.01% | New | 413 | $21K |
| CoreCap Advisors, LLC | 0.00% | No change | 311 | $16K |
| TD Capital Management LLC | 0.00% | New | 310 | $16K |
| Decker Retirement Planning Inc. | 0.01% | — | 210 | $11K |
| Hollencrest Capital Management | 0.00% | No change | 210 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 179 | $9K |
| High Note Wealth, LLC | 0.00% | New | 110 | $6K |
| Minot DeBlois Advisors LLC | 0.00% | — | 104 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| Beacon Capital Management, LLC | 0.00% | Add +1.3% | 78 | $4K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -89.5% | 29 | $1K |
| Lanark Financial, Inc. | 0.01% | — | 2 | $121 |
| 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.