First Trust Managed MunicipaFMBETF
13F holders, Q2 2025 (June 30)299holders −6
24new positions
31sold out
2famous investors
$49.82avg. 13F price*
At the end of Q2 2025, 299 institutions reported holding First Trust Managed Municipa (FMB) in their 13F filings, down 6 from Q1 2025. 24 opened new positions and 31 sold out. The largest holders were Morgan Stanley ($152.4M), Wells Fargo & Company ($129.1M) and LPL Financial LLC ($101.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.1M |
| Exits | 31 | $15.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,498,654 shares bought and 3,292,034 shares sold, net −1,793,380 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 299 holders
| Morgan Stanley | 0.01% | Add +2.7% | 3,059,263 | $152.4M |
| Wells Fargo & Company | 0.03% | Reduce -3.5% | 2,590,338 | $129.1M |
| LPL Financial LLC | 0.03% | Reduce -6.1% | 2,046,267 | $101.9M |
| UBS Group AG | 0.02% | Add +1.7% | 1,777,726 | $88.6M |
| Bank of America Corp. | 0.01% | Reduce -6.1% | 1,739,171 | $86.6M |
| Raymond James Financial Inc. | 0.02% | Add +3.0% | 1,191,423 | $59.4M |
| Avantax Planning Partners, Inc. | 1.32% | Add +30.8% | 836,330 | $41.7M |
| Composition Wealth, LLC | 0.60% | Add +9.6% | 711,979 | $35.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 609,915 | $30.4M |
| OneDigital Investment Advisors LLC | 0.31% | Add +30.0% | 553,919 | $27.6M |
| CW Advisors, LLC | 0.23% | Add +0.6% | 468,324 | $23.3M |
| Osaic Holdings, Inc. | 0.04% | Reduce -8.6% | 452,758 | $22.6M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.4% | 389,686 | $19.4M |
| NewEdge Advisors, LLC | 0.10% | Reduce -17.5% | 375,894 | $18.7M |
| Truist Financial Corp. | 0.03% | Add +13.6% | 371,440 | $18.5M |
| Stifel Financial Corp. | 0.02% | Add +3.6% | 368,042 | $18.3M |
| RMR Wealth Builders | 1.58% | Add +6.6% | 349,793 | $17.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.7% | 348,165 | $17.3M |
| Jane Street Group, LLC | 0.03% | Add +83.3% | 347,312 | $17.3M |
| Janney Montgomery Scott LLC | 0.04% | Add +4.5% | 336,696 | $16.8M |
| Cetera Investment Advisers | 0.02% | Add +15.2% | 256,842 | $12.8M |
| Rockefeller Capital Management L.P. | 0.03% | Add +37.0% | 255,039 | $12.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -10.4% | 227,364 | $11.3M |
| CWA Asset Management Group, LLC | 0.45% | Add +1.6% | 214,457 | $10.7M |
| Frisch Financial Group, Inc. | 2.59% | Add +3.2% | 212,365 | $10.6M |
| GM Advisory Group, LLC | 0.52% | Add +0.7% | 212,000 | $10.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.7% | 202,251 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -37.9% | 200,291 | $10.0M |
| Motco | 0.89% | Reduce -3.6% | 187,808 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -13.6% | 179,419 | $8.9M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -1.7% | 162,290 | $8.1M |
| Citigroup Inc. | 0.01% | Add +3.0% | 158,668 | $7.9M |
| ERn Financial, LLC | 1.56% | Reduce -45.4% | 148,832 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -8.2% | 136,531 | $6.8M |
| Verus Capital Partners, LLC | 0.58% | Reduce -32.5% | 130,418 | $6.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -0.9% | 129,871 | $6.5M |
| Journey Strategic Wealth LLC | 0.21% | Reduce -8.0% | 129,608 | $6.5M |
| First Heartland Consultants, Inc. | 0.57% | Add +0.1% | 129,347 | $6.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -79.2% | 129,342 | $6.4M |
| Arkansas Financial Group, Inc. | 0.96% | Add +0.3% | 124,613 | $6.2M |
| BCGM Wealth Management, LLC | 1.73% | Add +5.6% | 123,313 | $6.1M |
| Brady Martz Wealth Solutions, LLC | 1.12% | Reduce -9.3% | 116,265 | $5.8M |
| MML Investors Services, LLC | 0.02% | Reduce -2.7% | 112,379 | $5.6M |
| Comerica Bank | 0.02% | Add +30.6% | 111,521 | $5.6M |
| Jones Financial Companies LLLP | 0.00% | Add +15.7% | 108,209 | $5.4M |
| Cwm, LLC | 0.02% | Add +11.2% | 106,677 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -54.5% | 105,634 | $5.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +12.2% | 102,523 | $5.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.5% | 101,440 | $5.1M |
| Lake Street Private Wealth, LLC | 0.69% | No change | 96,900 | $4.8M |
| Allworth Financial LP | 0.02% | Add +24.5% | 96,682 | $4.8M |
| Magnus Financial Group LLC | 0.41% | Reduce -0.2% | 94,433 | $4.7M |
| Prestige Wealth Management Group LLC | 0.93% | Reduce -7.0% | 91,504 | $4.6M |
| FSB Premier Wealth Management, Inc. | 1.59% | Add +1.8% | 89,402 | $4.5M |
| Mgo One Seven LLC | 0.14% | Reduce -1.0% | 88,127 | $4.4M |
| Renaissance Technologies | 0.01% | Add +69.8% | 87,792 | $4.4M |
| Country Trust Bank | 0.10% | Reduce -1.8% | 84,999 | $4.2M |
| Dohj, LLC | 1.22% | Add +396.1% | 85,286 | $4.2M |
| Creative Planning | 0.00% | Reduce -78.7% | 82,493 | $4.1M |
| Advance Capital Management, Inc. | 0.19% | Reduce -6.5% | 82,312 | $4.1M |
| Etesian Wealth Advisors, Inc. | 1.48% | Reduce -2.8% | 79,420 | $4.0M |
| Susquehanna International Group, LLP | 0.01% | New | 78,636 | $3.9M |
| Elios Financial Group Inc. | 1.71% | Add +5.4% | 75,507 | $3.8M |
| Blackhawk Capital Partners, LLC | 1.68% | Add +29.1% | 73,267 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -3.9% | 72,130 | $3.6M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -0.7% | 70,577 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +19.6% | 68,839 | $3.4M |
| Westside Investment Management, Inc. | 0.63% | Add +4.8% | 68,359 | $3.4M |
| Visionary Wealth Advisors | 0.17% | Reduce -5.8% | 67,806 | $3.4M |
| EdgeRock Capital LLC | 1.05% | Add +10.5% | 66,717 | $3.3M |
| ABLE Financial Group, LLC | 0.80% | Reduce -12.4% | 66,636 | $3.3M |
| Atlas Private Wealth Advisors | 0.42% | Reduce -12.8% | 65,860 | $3.3M |
| Prospera Financial Services Inc | 0.06% | Add +0.3% | 61,466 | $3.1M |
| Investment Planning Advisors, Inc. | 1.03% | Add +1.0% | 58,234 | $2.9M |
| Inspirion Wealth Advisors, LLC | 0.38% | Reduce -3.6% | 58,053 | $2.9M |
| Foster & Motley Inc. | 0.17% | Add +35.0% | 57,611 | $2.9M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +0.8% | 56,099 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -52.3% | 55,032 | $2.7M |
| Waverly Advisors, LLC | 0.03% | No change | 54,920 | $2.7M |
| Clearwater Capital Advisors, LLC | 0.25% | Add +9.9% | 53,979 | $2.7M |
| SteelPeak Wealth, LLC | 0.10% | Add +4.3% | 53,888 | $2.7M |
| Main Line Retirement Advisors, LLC | 1.48% | Add +4.0% | 52,125 | $2.6M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -3.9% | 51,750 | $2.6M |
| WealthCare Investment Partners, LLC | 0.91% | Add +2.1% | 50,561 | $2.5M |
| Pine Valley Investments Ltd Liability Co | 0.15% | Add +8.5% | 50,583 | $2.5M |
| Financial Advocates Investment Management | 0.19% | Reduce -43.9% | 47,536 | $2.4M |
| HFG Wealth Management, LLC | 1.44% | Reduce -2.4% | 46,867 | $2.4M |
| Arax Advisory Partners | 0.11% | Add +69.2% | 47,335 | $2.4M |
| Landmark Wealth Management, LLC | 1.00% | Reduce -31.9% | 47,075 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -5.5% | 46,347 | $2.3M |
| Western Wealth Management, LLC | 0.14% | Reduce -6.5% | 45,850 | $2.3M |
| Weitzel Financial Services, Inc. | 0.96% | Reduce -4.2% | 45,289 | $2.3M |
| Keystone Financial Group | 0.20% | Add +4.6% | 45,102 | $2.2M |
| Legacy Private Trust Co. | 0.14% | Reduce -15.4% | 42,221 | $2.1M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +0.1% | 41,897 | $2.1M |
| Modern Wealth Management, LLC | 0.05% | Add +2.3% | 41,822 | $2.1M |
| Old Mission Investment Co LLC | 0.57% | Reduce -3.4% | 41,412 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -11.1% | 39,083 | $1.9M |
| Sigma Planning Corp | 0.06% | Add +1.2% | 38,617 | $1.9M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -10.4% | 38,463 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -6.4% | 37,567 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -5.0% | 36,772 | $1.8M |
| Cypress Capital Group | 0.22% | Add +5.1% | 35,150 | $1.8M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -10.9% | 34,538 | $1.7M |
| Traction Financial Partners, LLC | 1.15% | Add +27.1% | 33,989 | $1.7M |
| Principal Securities, Inc. | 0.03% | Reduce -1.6% | 32,621 | $1.6M |
| Hedeker Wealth, LLC | 0.38% | Reduce -40.1% | 32,474 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.1% | 32,259 | $1.6M |
| Family Capital Management, Inc. | 0.81% | Reduce -1.0% | 31,203 | $1.6M |
| Baird Financial Group, Inc. | 0.00% | Add +0.9% | 30,995 | $1.5M |
| Ogorek Anthony Joseph /NY/ | 0.47% | Add +0.8% | 30,260 | $1.5M |
| Stock Yards Bank & Trust Co. | 0.05% | Reduce -3.4% | 29,974 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -5.6% | 29,936 | $1.5M |
| Stephens Inc. | 0.02% | No change | 28,115 | $1.4M |
| GSG Advisors LLC | 0.40% | Add +1.8% | 27,931 | $1.4M |
| Capital Investment Advisory Services, LLC | 0.11% | Add +0.0% | 27,596 | $1.4M |
| Sebold Capital Management, Inc. | 0.80% | Reduce -51.6% | 26,146 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +1.9% | 25,659 | $1.3M |
| Legacy Solutions, LLC | 1.21% | Reduce -1.2% | 25,399 | $1.3M |
| Bernardo Wealth Planning LLC | 0.27% | Reduce -7.0% | 25,142 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +0.4% | 25,033 | $1.2M |
| Insight Wealth Strategies, LLC | 0.15% | Add +0.0% | 24,547 | $1.2M |
| Syntegra Private Wealth Group, LLC | 0.12% | Reduce -15.1% | 24,345 | $1.2M |
| Old Mission Capital LLC | 0.03% | New | 24,272 | $1.2M |
| Flagstar Securities, Inc. | 0.33% | Reduce -21.6% | 24,055 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Add +0.3% | 23,634 | $1.2M |
| High Net Worth Advisory Group LLC | 0.30% | Add +0.5% | 22,779 | $1.1M |
| Belpointe Asset Management LLC | 0.05% | Reduce -5.3% | 22,671 | $1.1M |
| Seascape Capital Management | 0.35% | Add +7.1% | 22,500 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +19.6% | 22,320 | $1.1M |
| Philip James Wealth Mangement, LLC | 0.15% | Add +3.3% | 22,134 | $1.1M |
| Strategic Financial Partners, Ltd. | 0.51% | Reduce -24.6% | 22,130 | $1.1M |
| Summit Wealth Partners, LLC | 0.20% | Reduce -2.3% | 21,425 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.3% | 21,318 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.9% | 21,296 | $1.1M |
| Southland Equity Partners LLC | 0.22% | No change | 20,146 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Add +19.9% | 20,079 | $1.0M |
| Larson Financial Group LLC | 0.04% | Reduce -93.8% | 19,658 | $979K |
| PKS Advisory Services, LLC | 0.24% | Add +20.3% | 19,471 | $970K |
| LVZ, Inc. | 0.12% | Reduce -13.1% | 19,385 | $966K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +1.4% | 19,317 | $962K |
| Nilsine Partners, LLC | 0.10% | Reduce -2.9% | 19,097 | $951K |
| Opinicus Capital, Inc. | 0.72% | Reduce -9.0% | 18,987 | $946K |
| McCarthy & Cox | 0.24% | Reduce -0.7% | 18,464 | $920K |
| Patten Group, Inc. | 0.19% | Reduce -5.0% | 18,396 | $916K |
| Crumly & Associates Inc. | 0.22% | Reduce -9.7% | 18,385 | $916K |
| Arkadios Wealth Advisors | 0.03% | Add +4.9% | 18,242 | $909K |
| Advisory Services Network, LLC | 0.01% | Reduce -17.1% | 18,286 | $905K |
| IFG Advisory, LLC | 0.05% | Reduce -37.0% | 18,150 | $904K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.7% | 17,968 | $895K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -19.9% | 17,954 | $894K |
| Financial Strategies Group, Inc. | 0.18% | Reduce -8.1% | 17,635 | $878K |
| Milestones Private Investment Advisors LLC | 0.64% | — | 17,431 | $868K |
| Hobart Private Capital, LLC | 0.19% | Reduce -34.9% | 16,671 | $831K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.46% | No change | 16,400 | $827K |
| RFG Advisory, LLC | 0.02% | Reduce -20.5% | 16,524 | $823K |
| Friday Financial | 0.41% | Reduce -1.7% | 16,334 | $814K |
| Main Street Financial Solutions, LLC | 0.06% | New | 16,161 | $805K |
| EPG Wealth Management LLC | 0.24% | Add +0.7% | 15,994 | $797K |
| IFP Advisors, Inc | 0.02% | Add +0.8% | 15,830 | $789K |
| HRT Financial LP | 0.00% | New | 15,704 | $782K |
| Warren Street Wealth Advisors, LLC | 0.26% | Reduce -3.9% | 15,483 | $771K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +8.5% | 14,382 | $717K |
| TL Private Wealth | 0.28% | Add +0.6% | 13,715 | $684K |
| Signature Wealth Management Group | 0.27% | Reduce -8.8% | 13,632 | $679K |
| MAI Capital Management | 0.00% | Reduce -3.7% | 13,421 | $669K |
| Cottonwood Capital Advisors, LLC | 0.44% | Reduce -1.7% | 13,194 | $657K |
| NewSquare Capital LLC | 0.05% | Add +2.7% | 13,149 | $655K |
| Delos Wealth Advisors, LLC | 0.51% | No change | 13,030 | $649K |
| First Trust Advisors LP | 0.00% | Reduce -58.4% | 12,879 | $642K |
| Geneos Wealth Management Inc. | 0.02% | Add +200.0% | 12,837 | $640K |
| VestGen Advisors, LLC | 0.03% | Add +0.3% | 12,741 | $634K |
| Security Financial Services, INC. | 0.11% | Add +13.6% | 12,650 | $630K |
| IHT Wealth Management, LLC | 0.02% | Add +10.1% | 12,644 | $630K |
| Intellus Advisors LLC | 0.09% | No change | 12,597 | $628K |
| Occidental Asset Management, LLC | 0.08% | Reduce -0.8% | 12,343 | $615K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -79.9% | 12,253 | $610K |
| Citadel Advisors | 0.00% | New | 12,234 | $609K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.0% | 12,199 | $608K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +42.0% | 11,803 | $588K |
| Flow Traders U.S. LLC | 0.02% | Add +45.5% | 11,796 | $588K |
| Impact Partnership Wealth, LLC | 0.11% | Reduce -23.8% | 11,664 | $581K |
| Revisor Wealth Management LLC | 0.21% | Reduce -1.3% | 11,621 | $580K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -55.3% | 11,412 | $569K |
| Csenge Advisory Group | 0.03% | Add +1.9% | 11,453 | $569K |
| Founders Financial Securities LLC | 0.04% | Add +42.3% | 11,409 | $568K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.20% | No change | 11,397 | $568K |
| &partners | 0.00% | Reduce -24.7% | 11,300 | $563K |
| WCG Wealth Advisors LLC | 0.04% | New | 11,293 | $563K |
| Global Retirement Partners, LLC | 0.01% | — | 11,243 | $560K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -20.2% | 11,231 | $560K |
| AE Wealth Management LLC | 0.00% | Reduce -4.9% | 10,955 | $546K |
| PTM Wealth Management, LLC | 0.36% | Add +0.8% | 10,762 | $537K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -10.9% | 10,631 | $530K |
| PFS Partners, LLC | 0.26% | Add +0.9% | 10,485 | $522K |
| McDonald Partners LLC | 0.12% | No change | 10,000 | $498K |
| Cozad Asset Management Inc. | 0.04% | No change | 9,964 | $496K |
| Saxon Interests, Inc. | 0.23% | No change | 9,845 | $496K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -81.1% | 9,861 | $491K |
| Advisory Resource Group | 0.09% | Add +1.8% | 9,853 | $491K |
| Running Point Capital Advisors, LLC | 0.13% | New | 9,646 | $481K |
| Private Trust Co. NA | 0.04% | Reduce -45.7% | 9,398 | $468K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -22.1% | 9,170 | $457K |
| Trustmark Bank Trust Department | 0.03% | Reduce -46.0% | 9,023 | $450K |
| PCG Wealth Advisors, LLC | 0.23% | Reduce -53.3% | 8,995 | $448K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +2.1% | 8,943 | $446K |
| World Investment Advisors | 0.01% | Add +1.0% | 8,911 | $444K |
| Total Clarity Wealth Management, Inc. | 0.13% | New | 8,902 | $443K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 8,900 | $443K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -7.7% | 8,827 | $440K |
| Financial Enhancement Group LLC | 0.06% | New | 8,798 | $438K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.0% | 8,715 | $434K |
| Bison Wealth, LLC | 0.03% | Add +0.5% | 8,609 | $429K |
| Sutton Place Investors LLC | 0.26% | Reduce -3.6% | 8,540 | $425K |
| HCR Wealth Advisors | 0.05% | No change | 8,344 | $416K |
| Pure Financial Advisors, LLC | 0.01% | New | 8,219 | $409K |
| Sovran Advisors, LLC | 0.04% | Reduce -1.7% | 8,207 | $409K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 8,190 | $408K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -66.2% | 7,963 | $397K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | No change | 7,782 | $388K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -14.4% | 7,703 | $384K |
| Quadrature Capital Ltd | 0.01% | New | 7,549 | $376K |
| US Bancorp \de | 0.00% | Reduce -11.8% | 7,485 | $373K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 7,398 | $369K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +0.4% | 7,349 | $366K |
| Elequin Capital, LP | 0.12% | New | 7,252 | $361K |
| Alta Wealth Advisors LLC | 0.17% | Reduce -0.7% | 7,173 | $357K |
| Kovack Advisors, Inc. | 0.03% | Reduce -2.8% | 6,850 | $341K |
| Bowman & Co S.C. | 0.15% | Reduce -7.1% | 6,757 | $337K |
| Wheelhouse Advisory Group LLC | 0.16% | Reduce -4.6% | 6,645 | $331K |
| Core Wealth Partners LLC | 0.17% | Reduce -50.7% | 6,525 | $325K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -17.4% | 6,487 | $323K |
| Intrua Financial, LLC | 0.05% | Reduce -63.1% | 6,456 | $322K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Add +8.3% | 6,418 | $320K |
| Forum Private Client Group LLC | 0.12% | Add +18.6% | 6,408 | $319K |
| GTS Securities LLC | 0.01% | New | 6,229 | $310K |
| Purus Wealth Management, LLC | 0.11% | Reduce -0.6% | 6,153 | $307K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,148 | $306K |
| StoneX Group Inc. | 0.01% | No change | 6,090 | $303K |
| Plante Moran Financial Advisors, LLC | 0.02% | Reduce -66.2% | 5,926 | $295K |
| Regal Investment Advisors LLC | 0.02% | Reduce -0.3% | 5,831 | $290K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 5,495 | $274K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -20.7% | 5,481 | $273K |
| Cooksen Wealth, LLC | 0.22% | Reduce -14.8% | 5,397 | $269K |
| Tyler-Stone Wealth Management | 0.04% | Add +0.9% | 5,383 | $268K |
| Auour Investments LLC | 0.09% | Reduce -10.2% | 5,372 | $268K |
| Coyle Financial Counsel LLC | 0.07% | No change | 5,366 | $267K |
| McNamara Financial Services, Inc. | 0.05% | Reduce -2.6% | 5,229 | $261K |
| Corient Private Wealth LP | 0.00% | New | 5,190 | $259K |
| One Plus One Wealth Management, LLC | 0.14% | Reduce -64.1% | 5,085 | $253K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.9% | 5,084 | $253K |
| Maia Wealth LLC | 0.05% | New | 4,949 | $247K |
| Triumph Capital Management | 0.07% | Add +11.3% | 4,914 | $245K |
| Christopher J. Hasenberg, Inc | 0.09% | No change | 4,877 | $243K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -8.9% | 4,747 | $236K |
| Catalina Capital Group, LLC | 0.16% | Add +0.5% | 4,683 | $233K |
| Compound Planning, Inc. | 0.01% | New | 4,638 | $231K |
| Kaydan Wealth Management, Inc. | 0.08% | Reduce -40.9% | 4,626 | $230K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.22% | New | 4,600 | $229K |
| Pandora Wealth, Inc. | 0.14% | No change | 4,579 | $228K |
| QTR Family Wealth, LLC | 0.14% | Add +0.6% | 4,563 | $227K |
| HBW Advisory Services LLC | 0.03% | Reduce -19.8% | 4,552 | $227K |
| Genesee Capital Advisors, LLC | 0.10% | Add +0.6% | 4,314 | $215K |
| Condor Capital Management | 0.02% | No change | 4,285 | $213K |
| Pineridge Advisors LLC | 0.07% | Add +0.8% | 4,139 | $206K |
| Bokf, NA | 0.00% | Reduce -33.4% | 2,600 | $130K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -77.6% | 2,578 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +18.7% | 2,552 | $127K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,510 | $125K |
| Stephens Consulting, LLC | 0.03% | No change | 2,439 | $122K |
| Lanark Financial, Inc. | 0.01% | No change | 2,382 | $118K |
| Hanson & Doremus Investment Management | 0.01% | No change | 2,233 | $111K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -3.7% | 1,908 | $95K |
| Ancora Advisors LLC | 0.00% | No change | 1,831 | $91K |
| Fifth Third Bancorp | 0.00% | No change | 1,778 | $89K |
| S&T Bank | 0.02% | No change | 1,426 | $71K |
| Duncker Streett & Co. Inc. | 0.01% | No change | 1,380 | $69K |
| CoreCap Advisors, LLC | 0.00% | Add +1908.8% | 1,366 | $68K |
| IMG Wealth Management, Inc. | 0.05% | No change | 1,290 | $64K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.2% | 1,041 | $52K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -25.1% | 1,008 | $50K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -0.9% | 860 | $43K |
| Creative Financial Designs Inc. | 0.00% | No change | 839 | $42K |
| Tidemark, LLC | 0.01% | Reduce -3.1% | 619 | $31K |
| Evolution Wealth Management Inc. | 0.03% | — | 551 | $27K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 539 | $27K |
| Total Investment Management Inc. | 0.00% | New | 532 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 414 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +0.8% | 399 | $20K |
| Hollencrest Capital Management | 0.00% | No change | 210 | $10K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 182 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 183 | $9K |
| Rossby Financial, LCC | 0.00% | New | 180 | $9K |
| Nova Wealth Management, Inc. | 0.00% | No change | 108 | $5K |
| Team Financial Group, LLC | 0.00% | New | 92 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 86 | $4K |
| Beacon Capital Management, LLC | 0.00% | Add +1.3% | 79 | $4K |
| Creekmur Asset Management LLC | 0.00% | New | 66 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -66.7% | 10 | $498 |
"% of holder's portfolio" is FMB's weight in each manager's 13F, not the share of First Trust Managed Municipa the manager owns.