First Trust Managed MunicipaFMBETF
13F holders, Q1 2025 (March 31)305holders −5
21new positions
27sold out
1famous investor
$50.41avg. 13F price*
At the end of Q1 2025, 305 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 5 from Q4 2024. 21 opened new positions and 27 sold out. The largest holders were Morgan Stanley ($150.2M), Wells Fargo & Company ($135.4M) and LPL Financial LLC ($109.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.8M |
| Exits | 27 | $27.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,553,760 shares bought and 1,525,571 shares sold, net +1,028,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 305 holders
| Morgan Stanley | 0.01% | Reduce -5.1% | 2,979,292 | $150.2M |
| Wells Fargo & Company | 0.03% | Add +11.6% | 2,684,776 | $135.4M |
| LPL Financial LLC | 0.04% | Add +3.7% | 2,179,768 | $109.9M |
| Bank of America Corp. | 0.01% | Add +7.1% | 1,852,353 | $93.4M |
| UBS Group AG | 0.02% | Add +1.5% | 1,747,373 | $88.1M |
| Raymond James Financial Inc. | 0.02% | Add +0.6% | 1,157,297 | $58.4M |
| Composition Wealth, LLC | 0.66% | Add +3.1% | 649,521 | $32.8M |
| Avantax Planning Partners, Inc. | 1.14% | Reduce -1.7% | 639,192 | $32.2M |
| Avantax Advisory Services, Inc. | 0.19% | Add +2.8% | 621,617 | $31.3M |
| Royal Bank of Canada | 0.01% | Add +1.4% | 619,572 | $31.2M |
| Osaic Holdings, Inc. | 0.06% | Add +72.2% | 495,145 | $25.0M |
| CW Advisors, LLC | 0.28% | Reduce -0.3% | 465,465 | $23.5M |
| NewEdge Advisors, LLC | 0.14% | Add +45.6% | 455,622 | $23.0M |
| OneDigital Investment Advisors LLC | 0.25% | Reduce -2.4% | 426,121 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.2% | 403,587 | $20.3M |
| Creative Planning | 0.02% | Add +7884.9% | 386,786 | $19.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +24.3% | 384,349 | $19.4M |
| JPMorgan Chase & Co. | 0.00% | Add +59.3% | 356,354 | $18.0M |
| Stifel Financial Corp. | 0.02% | Add +2.4% | 355,147 | $17.9M |
| RMR Wealth Builders | 1.74% | Add +15.4% | 328,008 | $16.5M |
| Truist Financial Corp. | 0.03% | Add +2.3% | 327,078 | $16.5M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +7.3% | 322,732 | $16.3M |
| Janney Montgomery Scott LLC | 0.05% | Add +4.4% | 322,047 | $16.2M |
| Larson Financial Group LLC | 0.76% | Add +14.9% | 317,203 | $16.0M |
| ERn Financial, LLC | 2.17% | Reduce -2.3% | 272,520 | $13.7M |
| Sequoia Financial Advisors, LLC | 0.10% | Reduce -18.9% | 253,818 | $12.8M |
| HighTower Advisors, LLC | 0.02% | Add +104.4% | 231,944 | $11.7M |
| Cetera Investment Advisers | 0.02% | Reduce -1.5% | 223,022 | $11.2M |
| CWA Asset Management Group, LLC | 0.51% | Reduce -7.9% | 211,053 | $10.6M |
| GM Advisory Group, LLC | 0.57% | Add +6.5% | 210,528 | $10.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -6.3% | 207,572 | $10.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 205,804 | $10.4M |
| Frisch Financial Group, Inc. | 2.91% | Add +0.1% | 205,696 | $10.4M |
| Motco | 1.04% | Reduce -0.3% | 194,766 | $9.8M |
| Verus Capital Partners, LLC | 0.97% | Add +0.8% | 193,258 | $9.7M |
| Jane Street Group, LLC | 0.02% | Add +2668.1% | 189,530 | $9.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +7.8% | 186,130 | $9.4M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -14.8% | 165,025 | $8.3M |
| Citigroup Inc. | 0.01% | Reduce -1.2% | 153,981 | $7.8M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -0.9% | 148,776 | $7.5M |
| Journey Strategic Wealth LLC | 0.25% | Add +17.1% | 140,860 | $7.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -9.1% | 131,094 | $6.6M |
| First Heartland Consultants, Inc. | 0.67% | Add +22.2% | 129,230 | $6.5M |
| Brady Martz Wealth Solutions, LLC | 1.46% | Add +0.8% | 128,230 | $6.5M |
| Arkansas Financial Group, Inc. | 1.06% | Reduce -0.1% | 124,251 | $6.2M |
| BCGM Wealth Management, LLC | 1.81% | Reduce -3.3% | 116,745 | $5.9M |
| MML Investors Services, LLC | 0.02% | Reduce -0.5% | 115,482 | $5.8M |
| Atria Investments, Inc | 0.07% | Add +11.3% | 115,436 | $5.8M |
| Prestige Wealth Management Group LLC | 1.06% | Add +14.8% | 98,387 | $5.0M |
| Lake Street Private Wealth, LLC | 0.80% | Reduce -0.5% | 96,900 | $4.9M |
| Cwm, LLC | 0.02% | Reduce -9.6% | 95,921 | $4.8M |
| Magnus Financial Group LLC | 0.46% | Reduce -5.2% | 94,619 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +39.4% | 93,490 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +15.3% | 91,417 | $4.6M |
| Mgo One Seven LLC | 0.17% | Add +1.2% | 88,997 | $4.5M |
| Advance Capital Management, Inc. | 0.21% | Reduce -3.6% | 87,984 | $4.4M |
| FSB Premier Wealth Management, Inc. | 1.73% | Add +2.7% | 87,784 | $4.4M |
| Country Trust Bank | 0.11% | Reduce -9.9% | 86,577 | $4.4M |
| Comerica Bank | 0.02% | Add +9.5% | 85,412 | $4.3M |
| Financial Advocates Investment Management | 0.30% | Reduce -9.5% | 84,723 | $4.3M |
| Etesian Wealth Advisors, Inc. | 1.78% | Reduce -3.2% | 81,743 | $4.1M |
| Allworth Financial LP | 0.02% | Add +17.7% | 77,664 | $3.8M |
| ABLE Financial Group, LLC | 1.07% | Add +5.2% | 76,030 | $3.8M |
| Atlas Private Wealth Advisors | 0.53% | Reduce -21.5% | 75,515 | $3.8M |
| Mariner, LLC | 0.01% | Add +1.5% | 75,034 | $3.8M |
| Visionary Wealth Advisors | 0.22% | Add +3.0% | 71,964 | $3.6M |
| Elios Financial Group Inc. | 1.78% | Add +2.7% | 71,658 | $3.6M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -13.9% | 71,066 | $3.6M |
| Landmark Wealth Management, LLC | 1.54% | Add +0.8% | 69,151 | $3.5M |
| Westside Investment Management, Inc. | 0.70% | Add +5.1% | 65,259 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -22.8% | 60,968 | $3.1M |
| Prospera Financial Services Inc | 0.07% | Reduce -14.3% | 61,250 | $3.1M |
| EdgeRock Capital LLC | 2.17% | Add +42.8% | 60,385 | $3.0M |
| Inspirion Wealth Advisors, LLC | 0.42% | Reduce -3.2% | 60,223 | $3.0M |
| Investment Planning Advisors, Inc. | 1.18% | Add +18.2% | 57,646 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.1% | 57,568 | $2.9M |
| Blackhawk Capital Partners, LLC | 1.47% | Add +7.8% | 56,730 | $2.9M |
| Sentinel Pension Advisors, LLC | 0.52% | Add +11.0% | 55,679 | $2.8M |
| Waverly Advisors, LLC | 0.03% | New | 54,920 | $2.8M |
| Hedeker Wealth, LLC | 0.74% | Add +1.8% | 54,244 | $2.7M |
| Sebold Capital Management, Inc. | 1.79% | Add +3.4% | 54,033 | $2.7M |
| Grant/GrossMendelsohn, LLC | 1.51% | Add +55.7% | 54,637 | $2.7M |
| Golden State Wealth Management, LLC | 0.40% | Reduce -22.8% | 53,860 | $2.7M |
| Rehmann Capital Advisory Group | 0.17% | Add +0.1% | 52,055 | $2.6M |
| Renaissance Technologies | 0.00% | Add +320.3% | 51,700 | $2.6M |
| SteelPeak Wealth, LLC | 0.11% | New | 51,678 | $2.6M |
| Main Line Retirement Advisors, LLC | 1.64% | Add +0.7% | 50,094 | $2.5M |
| Legacy Private Trust Co. | 0.17% | Reduce -52.1% | 49,886 | $2.5M |
| Clearwater Capital Advisors, LLC | 0.24% | Add +0.1% | 49,106 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.1% | 49,072 | $2.5M |
| Western Wealth Management, LLC | 0.16% | Reduce -12.4% | 49,059 | $2.5M |
| HFG Wealth Management, LLC | 1.48% | Add +0.4% | 48,037 | $2.5M |
| WealthCare Investment Partners, LLC | 1.04% | Add +1.5% | 49,528 | $2.4M |
| Naviter Wealth, LLC | 0.29% | Add +13.2% | 47,616 | $2.4M |
| Weitzel Financial Services, Inc. | 1.15% | Reduce -1.3% | 47,289 | $2.4M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Add +2.1% | 46,637 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +13.3% | 43,982 | $2.2M |
| Wiser Advisor Group LLC | 3.22% | Reduce -24.6% | 43,186 | $2.2M |
| Keystone Financial Group | 0.22% | Add +17.0% | 43,110 | $2.2M |
| Heck Capital Advisors, LLC | 0.24% | Add +4.5% | 42,925 | $2.2M |
| Old Mission Investment Co LLC | 0.65% | No change | 42,858 | $2.2M |
| Foster & Motley Inc. | 0.14% | Add +3.6% | 42,663 | $2.2M |
| Per Stirling Capital Management, LLC. | 0.30% | Reduce -36.0% | 41,843 | $2.1M |
| Modern Wealth Management, LLC | 0.07% | Add +5.3% | 40,885 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Reduce -2.4% | 40,130 | $2.0M |
| Clear Creek Financial Management, LLC | 0.20% | Reduce -1.0% | 38,786 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +8.2% | 38,703 | $2.0M |
| Sigma Planning Corp | 0.06% | Reduce -4.8% | 38,143 | $1.9M |
| Secure Asset Management, LLC | 0.35% | Add +19.0% | 34,662 | $1.7M |
| Principal Securities, Inc. | 0.04% | No change | 33,167 | $1.7M |
| Cypress Capital Group | 0.22% | Add +25.8% | 33,450 | $1.7M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -2.3% | 31,709 | $1.6M |
| Family Capital Management, Inc. | 0.98% | Reduce -6.5% | 31,505 | $1.6M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -12.2% | 31,031 | $1.6M |
| First Trust Advisors LP | 0.00% | Reduce -7.2% | 30,929 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.1% | 30,729 | $1.5M |
| Flagstar Securities, Inc. | 0.40% | Reduce -5.8% | 30,697 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -33.1% | 30,687 | $1.5M |
| Ogorek Anthony Joseph /NY/ | 0.50% | Add +0.7% | 30,015 | $1.5M |
| Strategic Financial Partners, Ltd. | 0.78% | Reduce -1.8% | 29,358 | $1.5M |
| IFG Advisory, LLC | 0.08% | Add +0.5% | 28,791 | $1.5M |
| Syntegra Private Wealth Group, LLC | 0.17% | Reduce -33.0% | 28,675 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -3.7% | 28,115 | $1.4M |
| Arax Advisory Partners | 0.09% | Add +9.2% | 27,971 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.12% | Reduce -9.1% | 27,585 | $1.4M |
| Bernardo Wealth Planning LLC | 0.33% | Reduce -14.1% | 27,019 | $1.4M |
| GSG Advisors LLC | 0.45% | Add +6.4% | 27,430 | $1.4M |
| Traction Financial Partners, LLC | 1.05% | Reduce -9.2% | 26,751 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +0.0% | 25,503 | $1.3M |
| Legacy Solutions, LLC | 1.43% | Reduce -0.4% | 25,707 | $1.3M |
| Hobart Private Capital, LLC | 0.32% | Add +36.7% | 25,619 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +0.2% | 25,179 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +148.6% | 24,929 | $1.3M |
| Insight Wealth Strategies, LLC | 0.17% | Reduce -0.3% | 24,541 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.9% | 24,163 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | Reduce -27.3% | 23,951 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.2% | 23,567 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +0.2% | 23,565 | $1.2M |
| High Net Worth Advisory Group LLC | 0.32% | Add +0.5% | 22,669 | $1.1M |
| Koshinski Asset Management, Inc. | 0.10% | Reduce -7.1% | 22,410 | $1.1M |
| LVZ, Inc. | 0.15% | Add +0.1% | 22,297 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -13.9% | 22,060 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -1.6% | 21,928 | $1.1M |
| Philip James Wealth Mangement, LLC | 0.14% | Add +97.2% | 21,418 | $1.1M |
| Seascape Capital Management | 0.37% | Add +10.5% | 21,000 | $1.1M |
| Opinicus Capital, Inc. | 0.93% | Add +0.7% | 20,866 | $1.1M |
| RFG Advisory, LLC | 0.03% | Reduce -88.2% | 20,788 | $1.0M |
| Crumly & Associates Inc. | 0.28% | Reduce -1.4% | 20,362 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -52.4% | 20,358 | $1.0M |
| Southland Equity Partners LLC | 0.24% | No change | 20,146 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +38.7% | 20,045 | $1.0M |
| Nilsine Partners, LLC | 0.11% | Reduce -10.0% | 19,662 | $991K |
| Patten Group, Inc. | 0.22% | No change | 19,365 | $976K |
| PCG Wealth Advisors, LLC | 0.34% | Reduce -24.7% | 19,249 | $971K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.3% | 19,042 | $960K |
| Financial Strategies Group, Inc. | 0.22% | Add +9.1% | 19,190 | $951K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +22.8% | 18,655 | $941K |
| McCarthy & Cox | 0.41% | New | 18,587 | $937K |
| Worth Financial Advisory Group, LLC | 0.57% | Reduce -0.4% | 17,848 | $900K |
| Plante Moran Financial Advisors, LLC | 0.08% | Reduce -2.6% | 17,526 | $884K |
| Intrua Financial, LLC | 0.14% | Reduce -14.8% | 17,495 | $882K |
| Arkadios Wealth Advisors | 0.03% | New | 17,394 | $877K |
| Private Trust Co. NA | 0.09% | Reduce -14.3% | 17,318 | $873K |
| Dohj, LLC | 0.20% | New | 17,190 | $867K |
| Benjamin Edwards Inc. | 0.01% | Reduce -34.2% | 16,748 | $844K |
| Trustmark Bank Trust Department | 0.06% | Reduce -6.9% | 16,699 | $842K |
| Friday Financial | 0.50% | No change | 16,614 | $839K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.46% | No change | 16,400 | $827K |
| PKS Advisory Services, LLC | 0.22% | Reduce -14.3% | 16,192 | $816K |
| Warren Street Wealth Advisors, LLC | 0.32% | Reduce -1.8% | 16,112 | $812K |
| EPG Wealth Management LLC | 0.22% | Add +14.2% | 15,883 | $801K |
| IFP Advisors, Inc | 0.02% | Add +6.5% | 15,711 | $792K |
| Townsquare Capital LLC | 0.01% | Reduce -2.2% | 15,640 | $789K |
| Impact Partnership Wealth, LLC | 0.16% | Reduce -4.4% | 15,313 | $772K |
| ORBA Wealth Advisors, L.L.C. | 0.38% | New | 15,000 | $756K |
| &partners | 0.01% | Add +1.4% | 15,013 | $756K |
| Signature Wealth Management Group | 0.29% | Reduce -9.4% | 14,941 | $753K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.2% | 14,721 | $742K |
| One Plus One Wealth Management, LLC | 0.39% | Add +9.5% | 14,149 | $713K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -33.9% | 14,080 | $710K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -33.9% | 14,080 | $710K |
| MAI Capital Management | 0.01% | Reduce -15.7% | 13,933 | $703K |
| Cottonwood Capital Advisors, LLC | 0.50% | Reduce -2.4% | 13,422 | $677K |
| TL Private Wealth | 0.33% | Reduce -17.1% | 13,631 | $674K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -6.1% | 13,254 | $668K |
| Core Wealth Partners LLC | 0.39% | Reduce -44.6% | 13,240 | $668K |
| Delos Wealth Advisors, LLC | 0.52% | No change | 13,030 | $657K |
| NewSquare Capital LLC | 0.05% | Add +4.2% | 12,807 | $646K |
| VestGen Advisors, LLC | 0.03% | — | 12,696 | $640K |
| Intellus Advisors LLC | 0.11% | No change | 12,597 | $635K |
| Occidental Asset Management, LLC | 0.09% | Add +18.0% | 12,443 | $627K |
| Harbour Investments, Inc. | 0.02% | Reduce -2.4% | 12,318 | $621K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 11,938 | $602K |
| Focus Financial Network, Inc. | 0.02% | Add +0.0% | 11,900 | $600K |
| Revisor Wealth Management LLC | 0.26% | New | 11,773 | $594K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -72.7% | 11,764 | $593K |
| Farther Finance Advisors, LLC | 0.01% | Add +58.9% | 11,520 | $583K |
| AE Wealth Management LLC | 0.00% | Add +49.8% | 11,521 | $581K |
| IHT Wealth Management, LLC | 0.02% | Add +1.3% | 11,482 | $579K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.23% | No change | 11,397 | $575K |
| Security Financial Services, INC. | 0.11% | Add +2.0% | 11,137 | $562K |
| Csenge Advisory Group | 0.03% | Reduce -25.5% | 11,237 | $557K |
| Virtue Capital Management, LLC | 0.06% | New | 10,498 | $529K |
| PTM Wealth Management, LLC | 0.56% | — | 10,682 | $528K |
| PFS Partners, LLC | 0.28% | Add +1.4% | 10,396 | $524K |
| McDonald Partners LLC | 0.13% | No change | 10,000 | $504K |
| Cozad Asset Management Inc. | 0.05% | No change | 9,964 | $502K |
| Saxon Interests, Inc. | 0.23% | Reduce -0.1% | 9,845 | $496K |
| Advisory Resource Group | 0.10% | Add +18.8% | 9,676 | $488K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -1.1% | 9,558 | $482K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -19.2% | 9,003 | $454K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 8,900 | $449K |
| Sutton Place Investors LLC | 0.30% | Reduce -0.1% | 8,855 | $446K |
| World Investment Advisors | 0.01% | Reduce -1.0% | 8,826 | $445K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -9.2% | 8,758 | $442K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -16.1% | 8,716 | $439K |
| Bison Wealth, LLC | 0.04% | Reduce -9.8% | 8,563 | $432K |
| US Bancorp \de | 0.00% | Reduce -21.9% | 8,485 | $428K |
| HCR Wealth Advisors | 0.05% | No change | 8,344 | $421K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -10.5% | 8,313 | $419K |
| Sovran Advisors, LLC | 0.05% | Reduce -16.4% | 8,350 | $414K |
| Valmark Advisers, Inc. | 0.01% | Reduce -2.4% | 8,188 | $413K |
| Flow Traders U.S. LLC | 0.02% | New | 8,108 | $409K |
| Founders Financial Securities LLC | 0.03% | New | 8,016 | $399K |
| Foundations Investment Advisors, LLC | 0.01% | Add +0.1% | 7,849 | $396K |
| Kaydan Wealth Management, Inc. | 0.13% | Reduce -2.1% | 7,828 | $395K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | No change | 7,782 | $392K |
| Capstone Capital LLC | 0.31% | No change | 7,709 | $389K |
| Paragon Private Wealth Management, LLC | 0.18% | Reduce -17.9% | 7,594 | $383K |
| Oppenheimer & Co. Inc. | 0.01% | Add +15.6% | 7,398 | $373K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -4.8% | 7,318 | $369K |
| Bowman & Co S.C. | 0.18% | Reduce -1.2% | 7,274 | $367K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -2.5% | 7,226 | $364K |
| Meeder Advisory Services, Inc. | 0.02% | Add +12.6% | 7,081 | $357K |
| Kovack Advisors, Inc. | 0.04% | No change | 7,050 | $355K |
| Wheelhouse Advisory Group LLC | 0.20% | Reduce -7.9% | 6,964 | $351K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -75.9% | 6,915 | $349K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -34.4% | 6,605 | $333K |
| James Investment Research, Inc. | 0.04% | No change | 6,473 | $326K |
| Cooksen Wealth, LLC | 0.33% | Reduce -0.8% | 6,334 | $325K |
| Signal Tree Financial Partners LLC | 0.31% | Add +20.4% | 6,216 | $313K |
| Purus Wealth Management, LLC | 0.13% | Reduce -2.1% | 6,191 | $312K |
| StoneX Group Inc. | 0.02% | No change | 6,090 | $307K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.0% | 6,006 | $303K |
| ShoreHaven Wealth Partners, LLC | 0.14% | Reduce -32.0% | 5,927 | $299K |
| Auour Investments LLC | 0.11% | Reduce -24.2% | 5,982 | $298K |
| Regal Investment Advisors LLC | 0.02% | Add +8.0% | 5,848 | $295K |
| HBW Advisory Services LLC | 0.04% | Reduce -13.1% | 5,676 | $286K |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 5,637 | $284K |
| Marshall Investment Management, LLC | 0.17% | Add +1.7% | 5,516 | $278K |
| GPS Wealth Strategies Group, LLC | 0.04% | No change | 5,495 | $277K |
| Forum Private Client Group LLC | 0.12% | No change | 5,402 | $272K |
| McNamara Financial Services, Inc. | 0.06% | Add +7.1% | 5,371 | $271K |
| Coyle Financial Counsel LLC | 0.08% | No change | 5,366 | $271K |
| Tyler-Stone Wealth Management | 0.05% | Add +0.8% | 5,337 | $269K |
| TrueWealth Advisors, LLC | 0.09% | Add +28.6% | 5,210 | $263K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.8% | 5,040 | $254K |
| Tempus Wealth Planning, LLC | 0.07% | Reduce -28.3% | 4,936 | $249K |
| Christopher J. Hasenberg, Inc | 0.10% | No change | 4,877 | $247K |
| OneAscent Financial Services LLC | 0.02% | Reduce -2.3% | 4,688 | $236K |
| Catalina Capital Group, LLC | 0.16% | Reduce -29.8% | 4,661 | $235K |
| Pandora Wealth, Inc. | 0.15% | — | 4,579 | $231K |
| QTR Family Wealth, LLC | 0.17% | — | 4,538 | $229K |
| Triumph Capital Management | 0.07% | Add +5.1% | 4,414 | $223K |
| Iams Wealth Management, LLC | 0.10% | New | 4,368 | $220K |
| Genesee Capital Advisors, LLC | 0.11% | Add +0.5% | 4,290 | $216K |
| Condor Capital Management | 0.02% | No change | 4,285 | $216K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -18.8% | 4,279 | $216K |
| National Wealth Management Group, LLC | 0.14% | Reduce -27.4% | 4,199 | $212K |
| Financial Futures Ltd Liability Co. | 0.12% | New | 4,136 | $209K |
| Pineridge Advisors LLC | 0.08% | Add +0.8% | 4,104 | $207K |
| Advisor Resource Council | 0.02% | New | 4,000 | $202K |
| Bokf, NA | 0.00% | New | 3,901 | $197K |
| Stephens Consulting, LLC | 0.03% | Reduce -2.9% | 2,439 | $123K |
| Lanark Financial, Inc. | 0.01% | — | 2,382 | $120K |
| Hanson & Doremus Investment Management | 0.02% | New | 2,233 | $113K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 2,150 | $108K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +0.8% | 1,981 | $100K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $92K |
| Fifth Third Bancorp | 0.00% | Reduce -36.0% | 1,778 | $90K |
| S&T Bank | 0.02% | No change | 1,426 | $72K |
| Duncker Streett & Co. Inc. | 0.01% | Reduce -34.9% | 1,380 | $70K |
| Raffa Wealth Management, LLC | 0.02% | Add +4.8% | 1,346 | $68K |
| IMG Wealth Management, Inc. | 0.06% | New | 1,290 | $65K |
| Flaharty Asset Management, LLC | 0.01% | New | 1,153 | $58K |
| Continuum Advisory, LLC | 0.01% | No change | 1,016 | $51K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -30.3% | 1,029 | $51K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -11.1% | 868 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 839 | $42K |
| Tidemark, LLC | 0.01% | Add +0.3% | 639 | $32K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 539 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 396 | $20K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 312 | $16K |
| Hollencrest Capital Management | 0.00% | No change | 210 | $11K |
| TruNorth Capital Management, LLC | 0.00% | Reduce -50.1% | 206 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.6% | 180 | $9K |
| Capital Analysts, LLC | 0.00% | New | 183 | $9K |
| Nova Wealth Management, Inc. | 0.00% | New | 108 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | New | 80 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 78 | $4K |
| CoreCap Advisors, LLC | 0.00% | Reduce -78.1% | 68 | $3K |
| GAMMA Investing LLC | 0.00% | No change | 31 | $2K |
| High Note Wealth, LLC | 0.00% | Reduce -72.7% | 30 | $2K |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.